401(k) · DOL Form 5500 · 2023

Rdd Family Office, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
5
Participants Small participant base
45th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Rdd Family Office, LLC Employees Savings Trust · Sponsored by Rdd Family Office, LLC · Kansas · Finance & Insurance

$5M in assets, 5 participants

Rdd Family Office, LLC's Rdd Family Office, LLC Employees Savings Trust reported $5M in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,827 in Finance & Insurance (8,869 peers)

Rdd Family Office, LLC multi-year trail

Rdd Family Office, LLC's plans moved +38.8% in assets from 2022 to 2024; this filing shows Rdd Family Office, LLC Employees Savings Trust at $5M / 5 participants.

#2,827
in Finance & Insurance (8,869 peers)
+16.6%
assets growth YoY

Rdd Family Office, LLC Employees Savings Trust's mid-pack asset rank among Finance & Insurance and all filers

Rdd Family Office, LLC Employees Savings Trust vs every filed plan by assets

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

$5,138,477 45th percentile higher than 45% 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

Rdd Family Office, LLC Employees Savings Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rdd Family Office, LLC Employees Savings Trust is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rdd Family Office, LLC Employees Savings Trust reported net income rose from -$519K in the plan year 2022 filing to $731K in the plan year 2023 filing.
  • Rdd Family Office, LLC Employees Savings Trust reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Rdd Family Office, LLC Employees Savings Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 261592393 · Rdd Family Office, LLC PY 2023 · 401(k)

Rdd Family Office, LLC Employees Savings Trust · $5M · 5 · 45th

  • PCT $5M
  • PCT 5
  • PCT 45th
  • PCT 401(k)
  • PCT near St. Joseph's Rehabilitation Center Retirement Plan
  • PCT ind #2827

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 Finance & Insurance retirement plans → · Plans in Kansas →

Rdd Family Office, LLC Employees Savings Trust in the asset neighbourhood

Rdd Family Office, LLC Employees Savings TrustRdd Family Office, LLC Emplo…$5MSt. Joseph's Rehabilitation Center Retirement PlanSt. Joseph's Rehabilitation …$5MMm Packaging Product Inc. 401(k) Profit Sharing PlanMm Packaging Product Inc. 40…$5MSunshine Village Retirement PlanSunshine Village Retirement …$5MZift Solutions 401(k) Plan$5M
End-of-year total assets ($M) among Rdd Family Office, LLC Employees Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rdd Family Office, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Rdd Family Office, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$6M 38.83666838882003% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.41M $6.12M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 6 $4M
2023 1 5 $5M
2024 1 5 $6M

Rdd Family Office, LLC filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$731K
Employer EIN261592393
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kansas

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

Rdd Family Office, LLC Employees Savings Trust vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Rdd Family Office, LLC Employees Savings Trust, Total assets ($B): 0.005138477 · Participants: 5Rdd Family Office, LLC Employees Savings TrustKoch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Rdd Family Office, LLC Employees Savings Trust vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Rdd Family Office, LLC Employees Savings Trust side-by-side with 3 peers →

Rdd Family Office, LLC Employees Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is St. Joseph's Rehabilitation Center Retirement Plan in NY ($5M); by covered participants it is Unkar Systems, Inc. 401(k) Plan in CA (5 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

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 Rdd Family Office, LLC Employees Savings Trust assets move in 2023? ▼
Rdd Family Office, LLC Employees Savings Trust grew sharply - up 16.6% during 2023, from $4M to $5M. Reported net income was $731K.
How have Rdd Family Office, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rdd Family Office, LLC's sponsor-wide assets grew 38.8%, from $4M to $6M.
Which 401(k) plans are similar in size to Rdd Family Office, LLC Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is St. Joseph's Rehabilitation Center Retirement Plan in NY ($5M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Rdd Family Office, LLC Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Unkar Systems, Inc. 401(k) Plan in CA (5 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261592393.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.