Profit Sharing · DOL Form 5500 · 2023

Rfy Incorporated Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
10
Participants Small participant base
27th
Percentile by assets National rank
$150,090
Avg per participant Above avg balance/head
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Official DOL plan name: Rfy Incorporated, Retirement Plan · Sponsored by Rfy Incorporated · Wisconsin · Retail Trade

$2M in assets, 10 participants

Rfy Incorporated's Rfy Incorporated, Retirement Plan reported $2M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 27th 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.

  • #3,343 in Retail Trade (8,414 peers)

Rfy Incorporated multi-year trail

Rfy Incorporated's plans moved -62.2% in assets from 2022 to 2024; this filing shows Rfy Incorporated, Retirement Plan at $2M / 10 participants.

#3,343
in Retail Trade (8,414 peers)
-13.6%
assets change YoY

The plan reported a net loss of $236K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rfy Incorporated, Retirement Plan among the smaller filed plans by assets

Rfy Incorporated, Retirement Plan vs every filed plan by assets

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

$1,500,902 27th percentile higher than 27% 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

Rfy Incorporated, 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. Rfy Incorporated, Retirement Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rfy Incorporated, Retirement Plan reported net income fell from $469K in the plan year 2022 filing to -$236K in the plan year 2023 filing.
  • Rfy Incorporated, Retirement Plan reported participants rose from 6 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • Rfy Incorporated, Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 822248308 · Rfy Incorporated PY 2023 · Profit Sharing

Rfy Incorporated, Retirement Plan · $2M · 10 · 27th

  • TYPE $2M
  • TYPE 10
  • TYPE 27th
  • TYPE Profit Sharing
  • TYPE near Plan De Pensiones De Contribuciones Definidas Del Municipio De Guayama Programa Head Start
  • TYPE ind #3343

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 Wisconsin →

Rfy Incorporated, Retirement Plan in the asset neighbourhood

Rfy Incorporated, Retirement PlanRfy Incorporated, Retirement…$2MPlan De Pensiones De Contribuciones Definidas Del Municipio De Guayama Programa Head StartPlan De Pensiones De Contrib…$2MAbacus Computers Inc. 401(k) PlanAbacus Computers Inc. 401(k)…$2MPlezco,Inc. Retirement Plan$2MLucy Mae's Kitchen Co. Retirement PlanLucy Mae's Kitchen Co. Retir…$2M
End-of-year total assets ($M) among Rfy Incorporated, Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Rfy Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Rfy Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$656K 62.22166431925154% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $1.74M $0.66M ▼ -62.1%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 10 $2M
2024 1 7 $656K

Rfy Incorporated filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$236K
Employer EIN822248308
Plan Effective Date2017-07-23
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Wisconsin

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

Rfy Incorporated, Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Rfy Incorporated, Retirement Plan, Total assets ($B): 0.001500902 · Participants: 10Rfy Incorporated, Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee Fund, Total assets ($B): 1.307660616 · Participants: 5914The Northwestern Mutual Life Insurance Company Agents Persistency Fee Guarantee FundAspirus, Inc. Retirement Plan, Total assets ($B): 0.795181764 · Participants: 10161Aspirus, Inc. Retirement PlanElectrical Workers Local Union 159 Retirement Plan, Total assets ($B): 0.374446593 · Participants: 1358Electrical Workers Local Union 159 Retirement PlanRetirement Plan for Employees Represented by Sheet Metal Workers Local Union 18, Total assets ($B): 0.334293046 · Participants: 1762Retirement Plan for Employees Represented by Sheet Metal Workers Local Union 18Western Wisconsin Electrical Workers Retirement Plan, Total assets ($B): 0.293497704 · Participants: 1217Western Wisconsin Electrical Workers Retirement Plan
Rfy Incorporated, Retirement Plan vs. nearby Profit Sharing plans in Wisconsin, assets vs. participants
Compare Rfy Incorporated, Retirement Plan side-by-side with 3 peers →

Rfy Incorporated, Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Wisconsin, the nearest Profit Sharing by assets is Plan De Pensiones De Contribuciones Definidas Del Municipio De Guayama Programa Head Start in PR ($2M); by covered participants it is Dibs Co. Retirement Plan in MA (10 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (10 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 Rfy Incorporated, Retirement Plan assets move in 2023? ▼
Rfy Incorporated, Retirement Plan pulled back noticeably - down 13.6% during 2023, from $2M to $2M. Reported net income was -$236K.
How have Rfy Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rfy Incorporated's sponsor-wide assets declined 62.2%, from $2M to $656K.
Which Profit Sharing plans are similar in size to Rfy Incorporated, Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Plan De Pensiones De Contribuciones Definidas Del Municipio De Guayama Programa Head Start in PR ($2M, 407 participants).
Which Profit Sharing plans cover a similar participant headcount to Rfy Incorporated, Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dibs Co. Retirement Plan in MA (10 participants, $348K 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 822248308.

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.