401(k) · DOL Form 5500 · 2023

Raymond Management Company, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
915
Participants Near avg headcount
68th
Percentile by assets National rank
$17,372
Avg per participant Low balance/head
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Official DOL plan name: Raymond Retirement Plan · Sponsored by Raymond Management Company, Inc. · Wisconsin · Food Services & Accommodation

$16M in assets, 915 participants

Raymond Management Company, Inc.'s Raymond Retirement Plan reported $16M in total assets and 915 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,471 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Raymond Retirement Plan ranks #3,471 of 3,828 2023 filers by assets (123% of the sector average)-$16M for 915 participants.

#3,471
in Food Services & Accommodation (3,828 peers)
+22.5%
assets growth YoY

Raymond Retirement Plan's outsized position by total assets

Raymond Retirement Plan vs every filed plan by assets

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

$15,895,445 Top 32% higher than 68% 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

Raymond Retirement 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. Raymond Retirement Plan sits mid-pack in the medium band (915 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Raymond Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Raymond Retirement Plan reported participants rose from 667 in the plan year 2022 filing to 915 in the plan year 2023 filing.
  • Raymond Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391424051 · Raymond Management Company, Inc. PY 2023 · 401(k)

Raymond Retirement Plan · $16M · 915 · 68th

  • RANK $16M
  • RANK 915
  • RANK 68th
  • RANK 401(k)
  • RANK near Mobile Medical Response, Incorporated 401(k) Plan
  • RANK ind #3471

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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →

Raymond Retirement Plan in the asset neighbourhood

Raymond Retirement Plan$16MMobile Medical Response, Incorporated 401(k) PlanMobile Medical Response, Inc…$16MFlogistix, LP 401(k) Plan$16MNaik Consulting Group, P.C. 401(k) PlanNaik Consulting Group, P.C. …$16MSouth Carolina Legal Services 401(k) Profit Sharing PlanSouth Carolina Legal Service…$16M
End-of-year total assets ($M) among Raymond Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN391424051
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Raymond Management Company, Inc.)

Sponsor-wide plan assets over time

All Raymond Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 41.94124144650994% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13M $18.4M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 667 $13M
2023 1 915 $16M
2024 1 1,045 $18M

Nearby 401(k) Plans in Wisconsin

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

Raymond Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Raymond Retirement Plan, Total assets ($B): 0.015895445 · Participants: 915Raymond Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Raymond Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Raymond Retirement Plan side-by-side with 3 peers →

Raymond Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Mobile Medical Response, Incorporated 401(k) Plan in MI ($16M); by covered participants it is World Travel Holdings, Inc. 401(k) Savings Plan in MA (915 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (915 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 Raymond Retirement Plan assets move in 2023? ▼
Raymond Retirement Plan grew sharply - up 22.5% during 2023, from $13M to $16M. Reported net income was $3M.
How have Raymond Management Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Raymond Management Company, Inc.'s sponsor-wide assets grew 41.9%, from $13M to $18M.
Which 401(k) plans are similar in size to Raymond Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mobile Medical Response, Incorporated 401(k) Plan in MI ($16M, 626 participants).
Which 401(k) plans cover a similar participant headcount to Raymond Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is World Travel Holdings, Inc. 401(k) Savings Plan in MA (915 participants, $68M 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 391424051.

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.