401(k) · DOL Form 5500 · 2023

R&r Invest, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
139
Participants Small participant base
77th
Percentile by assets National rank
$192,250
Avg per participant Above avg balance/head
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Official DOL plan name: R&r Invest, Inc. Employees' Retirement Savings Plan · Sponsored by R&r Invest, Inc. · Iowa · Real Estate

$27M in assets, 139 participants

R&r Invest, Inc.'s R&r Invest, Inc. Employees' Retirement Savings Plan reported $27M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,250 in Real Estate (4,727 peers)

Coverage in Iowa

R&r Invest, Inc. Employees' Retirement Savings Plan covers 139 participants in Iowa, about 23% of the average Iowa filer (state average ~609 per filing). Assets: $27M.

#4,250
in Real Estate (4,727 peers)
+12.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

R&r Invest, Inc. Employees' Retirement Savings Plan's outsized position by total assets

R&r Invest, Inc. Employees' Retirement Savings Plan vs every filed plan by assets

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

$26,722,754 Top 23% higher than 77% 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

R&r Invest, Inc. Employees' Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R&r Invest, Inc. Employees' Retirement Savings Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R&r Invest, Inc. Employees' Retirement Savings Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • R&r Invest, Inc. Employees' Retirement Savings Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • R&r Invest, Inc. Employees' Retirement Savings Plan reported participants rose from 137 in the plan year 2022 filing to 139 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 421330558 · R&r Invest, Inc. PY 2023 · 401(k)

R&r Invest, Inc. Employees' Retirement Savings Plan · $27M · 139 · 77th

  • PCT $27M
  • EIN 139
  • RANK 77th
  • PHOTO 401(k)
  • IND near Compass Healthcare PLC 401(k) Profit Sharing Plan & Trust
  • EOY ind #4250

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 Real Estate retirement plans → · Plans in Iowa →

R&r Invest, Inc. Employees' Retirement Savings Plan in the asset neighbourhood

Central States Industrial Equipment and Service, Inc. 401(k) Profit Sharing PlanCentral States Industrial Eq…$27MR&r Invest, Inc. Employees' Retirement Savings PlanR&r Invest, Inc. Employees' …$27MCompass Healthcare PLC 401(k) Profit Sharing Plan & TrustCompass Healthcare PLC 401(k…$27MBruce Packing Co., Inc. 401(k) Profit Sharing PlanBruce Packing Co., Inc. 401(…$27MDolben Employee 401(k) Plan$27M
End-of-year total assets ($M) among R&r Invest, Inc. Employees' Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN421330558
Plan Effective Date1988-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R&r Invest, Inc.)

Sponsor-wide plan assets over time

All R&r Invest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$31M 30.556616833518618% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $23.8M $31.1M ▲ +30.6%
Year Plans Participants Total Assets
2022 1 137 $24M
2023 1 139 $27M
2024 1 146 $31M

Nearby 401(k) Plans in Iowa

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

R&r Invest, Inc. Employees' Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants R&r Invest, Inc. Employees' Retirement Savings Plan, Total assets ($B): 0.026722754 · Participants: 139R&r Invest, Inc. Employees' Retirement Savings PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
R&r Invest, Inc. Employees' Retirement Savings Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare R&r Invest, Inc. Employees' Retirement Savings Plan side-by-side with 3 peers →

R&r Invest, Inc. Employees' Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Compass Healthcare PLC 401(k) Profit Sharing Plan & Trust in MI ($27M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 R&r Invest, Inc. Employees' Retirement Savings Plan assets move in 2023? ▼
R&r Invest, Inc. Employees' Retirement Savings Plan grew at a solid clip - up 12.3% during 2023, from $24M to $27M. Reported net income was $3M.
How have R&r Invest, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R&r Invest, Inc.'s sponsor-wide assets grew 30.6%, from $24M to $31M.
Where does R&r Invest, Inc. Employees' Retirement Savings Plan rank by assets among Form 5500 filers? ▼
R&r Invest, Inc. Employees' Retirement Savings Plan ranks in the 77th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to R&r Invest, Inc. Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Compass Healthcare PLC 401(k) Profit Sharing Plan & Trust in MI ($27M, 322 participants).
Which 401(k) plans cover a similar participant headcount to R&r Invest, Inc. Employees' Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 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 421330558.

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.