Profit Sharing · DOL Form 5500 · 2023

Rl Barron Holdings Inc. Profit Sharing Plan

Data updated 2026-08-25

$820K
Total assets Small plan by assets
5
Participants Small participant base
22nd
Percentile by assets National rank
$164,004
Avg per participant Above avg balance/head
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Official DOL plan name: Rl Barron Holdings Inc. Retirement Plan · Sponsored by Rl Barron Holdings Inc. · Georgia · Other Services

$820K in assets, 5 participants

Rl Barron Holdings Inc.'s Rl Barron Holdings Inc. Retirement Plan reported $820K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,582 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Rl Barron Holdings Inc. Retirement Plan ranks #3,582 of 7,857 2023 filers by assets (2448% of the sector average)-$820K for 5 participants.

#3,582
in Other Services (7,857 peers)
-4.6%
assets change YoY

The plan reported a net loss of $40K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rl Barron Holdings Inc. Retirement Plan among the smaller filed plans by assets

Rl Barron Holdings Inc. Retirement Plan vs every filed plan by assets

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

$820,018 22nd percentile higher than 22% 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

Rl Barron Holdings Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rl Barron Holdings Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rl Barron Holdings Inc. Retirement Plan reported net income fell from -$32K in the plan year 2022 filing to -$40K in the plan year 2023 filing.
  • Rl Barron Holdings Inc. Retirement Plan reported participants fell from 6 in the plan year 2022 filing to 5 in the plan year 2023 filing.
  • Rl Barron Holdings Inc. Retirement Plan end-of-year assets fell from $860K in the plan year 2022 filing to $820K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 462164732 · Rl Barron Holdings Inc. PY 2023 · Profit Sharing

Rl Barron Holdings Inc. Retirement Plan · $820K · 5 · 22nd

  • EBSA $820K
  • PART 5
  • TYPE 22nd
  • NET Profit Sharing
  • BOOK near Miguel Purcell Soler Retirement Plan
  • VS-ST ind #3582

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 Other Services retirement plans → · Plans in Georgia →

Rl Barron Holdings Inc. Retirement Plan in the asset neighbourhood

Rl Barron Holdings Inc. Retirement PlanRl Barron Holdings Inc. Reti…$820KMiguel Purcell Soler Retirement PlanMiguel Purcell Soler Retirem…$820KBauer Software Group, Inc. Retirement PlanBauer Software Group, Inc. R…$820KCatawba Falls Event Center, Inc. Retirement PlanCatawba Falls Event Center, …$819KJorge Vallecillo Md Light Street Medical Center Profit Sharing PlanJorge Vallecillo Md Light St…$821K
End-of-year total assets ($M) among Rl Barron Holdings Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$860K
Net Assets (End of Year)$820K
Net Income-$40K
Employer EIN462164732
Plan Effective Date2013-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rl Barron Holdings Inc.)

Sponsor-wide plan assets over time

All Rl Barron Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$735K 14.502093247517358% vs 2022
2024 filing year
$0.7M$0.75M$0.8M$0.85M$0.9M 202220232024 $0.86M $0.73M ▼ -15.1%
Year Plans Participants Total Assets
2022 1 6 $860K
2023 1 5 $820K
2024 1 5 $735K

Nearby Profit Sharing Plans in Georgia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Rl Barron Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Rl Barron Holdings Inc. Retirement Plan, Total assets ($B): 0.000820018 · Participants: 5Rl Barron Holdings Inc. Retirement PlanEmory University Retirement Plan, Total assets ($B): 4.936168726 · Participants: 18725Emory University Retirement PlanEmory Healthcare, Inc. Retirement Savings and Matching Plan, Total assets ($B): 2.444051657 · Participants: 20830Emory Healthcare, Inc. Retirement Savings and Matching PlanThe Emory Clinic, Inc. Retirement Savings Plan, Total assets ($B): 0.8745202 · Participants: 2588The Emory Clinic, Inc. Retirement Savings PlanChildrens Healthcare of Atlanta Growth Plan, Total assets ($B): 0.344019371 · Participants: 12194Childrens Healthcare of Atlanta Growth PlanSoutheast Georgia Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.180609125 · Participants: 2508Southeast Georgia Health System, Inc. 403(b) Retirement Savings Plan
Rl Barron Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants
Compare Rl Barron Holdings Inc. Retirement Plan side-by-side with 3 peers →

Rl Barron Holdings Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Georgia, the nearest Profit Sharing by assets is Miguel Purcell Soler Retirement Plan in PR ($820K); by covered participants it is William D. Zigrang, M.D., Profit Sharing 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 Rl Barron Holdings Inc. Retirement Plan assets move in 2023? ▼
Rl Barron Holdings Inc. Retirement Plan edged down modestly - down 4.6% during 2023, from $860K to $820K. Reported net income was -$40K.
How have Rl Barron Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rl Barron Holdings Inc.'s sponsor-wide assets declined 14.5%, from $860K to $735K.
Where does Rl Barron Holdings Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Rl Barron Holdings Inc. Retirement Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Rl Barron Holdings Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Miguel Purcell Soler Retirement Plan in PR ($820K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Rl Barron Holdings Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is William D. Zigrang, M.D., Profit Sharing Plan in CA (5 participants, N/A 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 462164732.

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.