401(k) · DOL Form 5500 · 2023

Rjb Wholesale, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
26
Participants Small participant base
40th
Percentile by assets National rank
$147,789
Avg per participant Above avg balance/head
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Official DOL plan name: Rjb Wholesale, Inc. Profit Sharing & 401(k) Plan · Sponsored by Rjb Wholesale, Inc. · Washington · Wholesale Trade

$4M in assets, 26 participants

Rjb Wholesale, Inc.'s Rjb Wholesale, Inc. Profit Sharing & 401(k) Plan reported $4M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 40th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,804 in Wholesale Trade (6,309 peers)

Rjb Wholesale, Inc. multi-year trail

Rjb Wholesale, Inc.'s plans moved +29.4% in assets from 2022 to 2024; this filing shows Rjb Wholesale, Inc. Profit Sharing & 401(k) Plan at $4M / 26 participants.

#1,804
in Wholesale Trade (6,309 peers)
+25.4%
assets growth YoY

Rjb Wholesale, Inc. Profit Sharing & 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Rjb Wholesale, Inc. Profit Sharing & 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,842,524 40th percentile higher than 40% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Rjb Wholesale, Inc. Profit Sharing & 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rjb Wholesale, Inc. Profit Sharing & 401(k) Plan is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rjb Wholesale, Inc. Profit Sharing & 401(k) Plan reported net income rose from -$587K in the plan year 2022 filing to $779K in the plan year 2023 filing.
  • Rjb Wholesale, Inc. Profit Sharing & 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Rjb Wholesale, Inc. Profit Sharing & 401(k) Plan reported participants fell from 28 in the plan year 2022 filing to 26 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 910914715 · Rjb Wholesale, Inc. PY 2023 · 401(k)

Rjb Wholesale, Inc. Profit Sharing & 401(k) Plan · $4M · 26 · 40th

  • SCH $4M
  • EBSA 26
  • PART 40th
  • TYPE 401(k)
  • NET near Roosevelt Children's Academy Charter School 401(k) Plan
  • BOOK ind #1804

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Wholesale Trade retirement plans → · Plans in Washington →

Rjb Wholesale, Inc. Profit Sharing & 401(k) Plan in the asset neighbourhood

Rjb Wholesale, Inc. Profit Sharing & 401(k) PlanRjb Wholesale, Inc. Profit S…$4MRoosevelt Children's Academy Charter School 401(k) PlanRoosevelt Children's Academy…$4MOther Half Brewing Company 401(k) Profit Sharing PlanOther Half Brewing Company 4…$4MMayo Fertilizer, Inc. 401(k) PlanMayo Fertilizer, Inc. 401(k)…$4MNorthwest Florida Community Hospital Retirement PlanNorthwest Florida Community …$4M
End-of-year total assets ($M) among Rjb Wholesale, Inc. Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rjb Wholesale, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rjb Wholesale, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 29.44913663847434% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.06M $3.97M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 28 $3M
2023 1 26 $4M
2024 1 28 $4M

Rjb Wholesale, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$779K
Employer EIN910914715
Plan Effective Date1976-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rjb Wholesale, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Rjb Wholesale, Inc. Profit Sharing & 401(k) Plan, Total assets ($B): 0.003842524 · Participants: 26Rjb Wholesale, Inc. Profit Sharing & 401(k) PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Rjb Wholesale, Inc. Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Washington, assets vs. participants

Rjb Wholesale, Inc. Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Roosevelt Children's Academy Charter School 401(k) Plan in NY ($4M); by covered participants it is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rjb Wholesale, Inc. Profit Sharing & 401(k) Plan assets move in 2023?
Rjb Wholesale, Inc. Profit Sharing & 401(k) Plan grew sharply - up 25.4% during 2023, from $3M to $4M. Reported net income was $779K.
How have Rjb Wholesale, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Rjb Wholesale, Inc.'s sponsor-wide assets grew 29.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Rjb Wholesale, Inc. Profit Sharing & 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Roosevelt Children's Academy Charter School 401(k) Plan in NY ($4M, 131 participants).
Which 401(k) plans cover a similar participant headcount to Rjb Wholesale, Inc. Profit Sharing & 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan in ID (26 participants, $13M in assets).