401(k) · DOL Form 5500 · 2023

Rafferty Oetjen Cpas, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
10
Participants Small participant base
25th
Percentile by assets National rank
$118,003
Avg per participant Below avg balance/head
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Official DOL plan name: Rafferty Oetjen Cpas, Inc.401(k) Plan · Sponsored by Rafferty Oetjen Cpas, Inc. · Nevada · Professional & Technical Services

$1M in assets, 10 participants

Rafferty Oetjen Cpas, Inc.'s Rafferty Oetjen Cpas, Inc.401(k) Plan reported $1M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,154 in Professional & Technical Services (20,321 peers)

2023 asset change

Rafferty Oetjen Cpas, Inc.401(k) Plan pulled back noticeably 10.9% in 2023 ($1M → $1M) for 10 participants.

#4,154
in Professional & Technical Services (20,321 peers)
-10.9%
assets change YoY

The plan reported a net loss of $144K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rafferty Oetjen Cpas, Inc.401(k) Plan among the smaller filed plans by assets

Rafferty Oetjen Cpas, Inc.401(k) Plan vs every filed plan by assets

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

$1,180,026 25th percentile higher than 25% 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

Rafferty Oetjen Cpas, Inc.401(k) 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. Rafferty Oetjen Cpas, Inc.401(k) Plan is a micro filing (10 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rafferty Oetjen Cpas, Inc.401(k) Plan reported net income rose from -$216K in the plan year 2022 filing to -$144K in the plan year 2023 filing.
  • Rafferty Oetjen Cpas, Inc.401(k) Plan reported participants rose from 8 in the plan year 2022 filing to 10 in the plan year 2023 filing.
  • Rafferty Oetjen Cpas, Inc.401(k) Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 331007129 · Rafferty Oetjen Cpas, Inc. PY 2023 · 401(k)

Rafferty Oetjen Cpas, Inc.401(k) Plan · $1M · 10 · 25th

  • 5500 $1M
  • ASSETS 10
  • PCT 25th
  • EIN 401(k)
  • RANK near Cherry Hill Hotel Management LLC 401(k) Plan
  • PHOTO ind #4154

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 Professional & Technical Services retirement plans → · Plans in Nevada →

Rafferty Oetjen Cpas, Inc.401(k) Plan in the asset neighbourhood

Rafferty Oetjen Cpas, Inc.401(k) PlanRafferty Oetjen Cpas, Inc.40…$1MCherry Hill Hotel Management LLC 401(k) PlanCherry Hill Hotel Management…$1MBellrock Brands 401(k) Plan$1MPape Enterprises, Inc. Retirement PlanPape Enterprises, Inc. Retir…$1MEnergera America, Inc. 401(k) Retirement PlanEnergera America, Inc. 401(k…$1M
End-of-year total assets ($M) among Rafferty Oetjen Cpas, Inc.401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rafferty Oetjen Cpas, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Rafferty Oetjen Cpas, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 6.689709191353916% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 202220232024 $1.32M $1.41M ▲ +6.8%
Year Plans Participants Total Assets
2022 1 8 $1M
2023 1 10 $1M
2024 1 9 $1M

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$144K
Employer EIN331007129
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nevada

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

Rafferty Oetjen Cpas, Inc.401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -0.500.511.522.5 Total assets ($B) Participants Rafferty Oetjen Cpas, Inc.401(k) Plan, Total assets ($B): 0.001180026 · Participants: 10Rafferty Oetjen Cpas, Inc.401(k) PlanThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 2.01117919 · Participants: 28142The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.82487518 · Participants: 29628Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.19282548 · Participants: 6964Barrick Retirement PlanNv Energy 401(k) Plan, Total assets ($B): 0.999258908 · Participants: 2475Nv Energy 401(k) PlanEighth District Electrical Pension Fund Annuity Plan, Total assets ($B): 0.98131609 · Participants: 20426Eighth District Electrical Pension Fund Annuity Plan
Rafferty Oetjen Cpas, Inc.401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants
Compare Rafferty Oetjen Cpas, Inc.401(k) Plan side-by-side with 3 peers →

Rafferty Oetjen Cpas, Inc.401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nevada, the nearest 401(k) by assets is Cherry Hill Hotel Management LLC 401(k) Plan in NJ ($1M); by covered participants it is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (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 Rafferty Oetjen Cpas, Inc.401(k) Plan assets move in 2023? ▼
Rafferty Oetjen Cpas, Inc.401(k) Plan pulled back noticeably - down 10.9% during 2023, from $1M to $1M. Reported net income was -$144K.
How have Rafferty Oetjen Cpas, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rafferty Oetjen Cpas, Inc.'s sponsor-wide assets grew 6.7%, from $1M to $1M.
Where does Rafferty Oetjen Cpas, Inc.401(k) Plan rank by assets among Form 5500 filers? ▼
Rafferty Oetjen Cpas, Inc.401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which 401(k) plans are similar in size to Rafferty Oetjen Cpas, Inc.401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cherry Hill Hotel Management LLC 401(k) Plan in NJ ($1M, 90 participants).
Which 401(k) plans cover a similar participant headcount to Rafferty Oetjen Cpas, Inc.401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nicholas E. Nahernak Dds, PC 401(k) Profit Sharing Pl 816828 in MI (10 participants, $1M 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 331007129.

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.