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
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
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.
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. 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
| 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 EIN | 910914715 |
| Plan Effective Date | 1976-04-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Washington
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Boeing Company 401(k) Retirement Plan $72.2B · 128,910
- Microsoft Corporation Savings Plus 401(k) Plan $53.2B · 123,296
- Costco 401(k) Retirement Plan $33.4B · 192,744
- T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust $8.3B · 71,538
- 401(k) Savings Plan $8.1B · 87,590
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (26 participants); asset peers above are excluded.
- Idaho Physical Medicine & Rehabilitation, PA 401(k) Profit Sharing Plan (ID) 26 · 0 off
- Special Delivery Service Inc 401(k) Profit Sharing Plan & Trust (TX) 26 · 0 off
- Leavitt, Yamane & Soldner, Aal, Alc 401(k) Profit Sharing Plan (HI) 26 · 0 off
- Camp Greystone, LLC 401(k) Profit Sharing Plan (NC) 26 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.