401(k) · DOL Form 5500 · 2023

Ron Jon Surf Shop of Fla., Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
248
Participants Below avg headcount
70th
Percentile by assets National rank
$70,049
Avg per participant Below avg balance/head
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Official DOL plan name: Ron Jon Savings and Investment Plan · Sponsored by Ron Jon Surf Shop of Fla., Inc. · Florida · Retail Trade

$17M in assets, 248 participants

Ron Jon Surf Shop of Fla., Inc.'s Ron Jon Savings and Investment Plan reported $17M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,786 in Retail Trade (8,414 peers)

Coverage in Florida

Ron Jon Savings and Investment Plan covers 248 participants in Florida, about 39% of the average Florida filer (state average ~628 per filing). Assets: $17M.

#6,786
in Retail Trade (8,414 peers)
+18.0%
assets growth YoY

Ron Jon Savings and Investment Plan's outsized position by total assets

Ron Jon Savings and Investment Plan vs every filed plan by assets

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

$17,372,123 Top 30% higher than 70% 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

Ron Jon Savings and Investment 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. Ron Jon Savings and Investment Plan sits mid-pack in the medium band (248 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ron Jon Savings and Investment Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ron Jon Savings and Investment Plan reported participants rose from 197 in the plan year 2022 filing to 248 in the plan year 2023 filing.
  • Ron Jon Savings and Investment Plan end-of-year assets rose from $15M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 591207389 · Ron Jon Surf Shop of Fla., Inc. PY 2023 · 401(k)

Ron Jon Savings and Investment Plan · $17M · 248 · 70th

  • RANK $17M
  • PHOTO 248
  • IND 70th
  • EOY 401(k)
  • 5500 near Boehl Stopher & Graves Amended and Restated Retirement Savings Plan
  • ASSETS ind #6786

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 Retail Trade retirement plans → · Plans in Florida →

Ron Jon Savings and Investment Plan in the asset neighbourhood

Ron Jon Savings and Investment PlanRon Jon Savings and Investme…$17MBoehl Stopher & Graves Amended and Restated Retirement Savings PlanBoehl Stopher & Graves Amend…$17MFederal Life Savings and Profit Sharing PlanFederal Life Savings and Pro…$17MAmerican Healthcare 401(k) Profit Sharing PlanAmerican Healthcare 401(k) P…$17MCotting School 401(k) Retirement PlanCotting School 401(k) Retire…$17M
End-of-year total assets ($M) among Ron Jon Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN591207389
Plan Effective Date1983-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ron Jon Surf Shop of Fla., Inc.)

Sponsor-wide plan assets over time

All Ron Jon Surf Shop of Fla., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 34.4759846086353% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.7M $19.8M ▲ +34.4%
Year Plans Participants Total Assets
2022 1 197 $15M
2023 1 248 $17M
2024 1 281 $20M

Nearby 401(k) Plans in Florida

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

Ron Jon Savings and Investment Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Ron Jon Savings and Investment Plan, Total assets ($B): 0.017372123 · Participants: 248Ron Jon Savings and Investment PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Ron Jon Savings and Investment Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Ron Jon Savings and Investment Plan side-by-side with 3 peers →

Ron Jon Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Boehl Stopher & Graves Amended and Restated Retirement Savings Plan in KY ($17M); by covered participants it is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (248 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 Ron Jon Savings and Investment Plan assets move in 2023? ▼
Ron Jon Savings and Investment Plan grew sharply - up 18.0% during 2023, from $15M to $17M. Reported net income was $3M.
How have Ron Jon Surf Shop of Fla., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ron Jon Surf Shop of Fla., Inc.'s sponsor-wide assets grew 34.5%, from $15M to $20M.
Which 401(k) plans are similar in size to Ron Jon Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boehl Stopher & Graves Amended and Restated Retirement Savings Plan in KY ($17M, 60 participants).
Which 401(k) plans cover a similar participant headcount to Ron Jon Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants, $5M 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 591207389.

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.