Profit Sharing · DOL Form 5500 · 2023

Royer Legacy Partners Inc. Profit Sharing Plan

Data updated 2026-08-25

$268K
Total assets Small plan by assets
2
Participants Small participant base
13th
Percentile by assets National rank
$133,771
Avg per participant Near avg balance/head
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Official DOL plan name: Royer Legacy Partners Inc. Retirement Plan · Sponsored by Royer Legacy Partners Inc. · Massachusetts · Administrative & Support Services

$268K in assets, 2 participants

Royer Legacy Partners Inc.'s Royer Legacy Partners Inc. Retirement Plan reported $268K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

  • #1,260 in Administrative & Support Services (4,372 peers)

Royer Legacy Partners Inc. multi-year trail

Royer Legacy Partners Inc.'s plans moved +122.2% in assets from 2022 to 2024; this filing shows Royer Legacy Partners Inc. Retirement Plan at $268K / 2 participants.

#1,260
in Administrative & Support Services (4,372 peers)
+28.3%
assets growth YoY

Royer Legacy Partners Inc. Retirement Plan among the smaller filed plans by assets

Royer Legacy Partners Inc. Retirement Plan vs every filed plan by assets

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

$267,541 13th percentile higher than 13% 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

Royer Legacy Partners Inc. 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. Royer Legacy Partners Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Royer Legacy Partners Inc. Retirement Plan reported net income rose from -$135K in the plan year 2022 filing to $59K in the plan year 2023 filing.
  • Royer Legacy Partners Inc. Retirement Plan end-of-year assets rose from $208K in the plan year 2022 filing to $268K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 821319826 · Royer Legacy Partners Inc. PY 2023 · Profit Sharing

Royer Legacy Partners Inc. Retirement Plan · $268K · 2 · 13th

  • EOY $268K
  • EOY 2
  • EOY 13th
  • EOY Profit Sharing
  • EOY near Pro10 Wellness Retirement Plan
  • EOY ind #1260

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 Administrative & Support Services retirement plans → · Plans in Massachusetts →

Royer Legacy Partners Inc. Retirement Plan in the asset neighbourhood

Royer Legacy Partners Inc. Retirement PlanRoyer Legacy Partners Inc. R…$268KPro10 Wellness Retirement PlanPro10 Wellness Retirement Pl…$268KSouthern Oasis Chemicals, Inc. Retirement PlanSouthern Oasis Chemicals, In…$268KVio 45 Mso, Inc. Profit Sharing PlanVio 45 Mso, Inc. Profit Shar…$267KWaags Group Inc. Profit Sharing PlanWaags Group Inc. Profit Shar…$268K
End-of-year total assets ($M) among Royer Legacy Partners Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Royer Legacy Partners Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Royer Legacy Partners Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$463K 122.22355469424564% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.21M $0.46M ▲ +119.0%
Year Plans Participants Total Assets
2022 1 2 $208K
2023 1 2 $268K
2024 1 2 $463K

Royer Legacy Partners Inc. filing trail (2023)

Total Assets (Beginning of Year)$208K
Net Assets (End of Year)$268K
Net Income$59K
Employer EIN821319826
Plan Effective Date2017-04-26
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

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

Royer Legacy Partners Inc. Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Royer Legacy Partners Inc. Retirement Plan, Total assets ($B): 0.000267541 · Participants: 2Royer Legacy Partners Inc. Retirement PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Royer Legacy Partners Inc. Retirement Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Royer Legacy Partners Inc. Retirement Plan side-by-side with 3 peers →

Royer Legacy Partners Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Pro10 Wellness Retirement Plan in CA ($268K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($268K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Royer Legacy Partners Inc. Retirement Plan assets move in 2023? ▼
Royer Legacy Partners Inc. Retirement Plan grew sharply - up 28.3% during 2023, from $208K to $268K. Reported net income was $59K.
How have Royer Legacy Partners Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Royer Legacy Partners Inc.'s sponsor-wide assets grew 122.2%, from $208K to $463K.
Where does Royer Legacy Partners Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Royer Legacy Partners Inc. Retirement Plan ranks in the 13th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Royer Legacy Partners Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Pro10 Wellness Retirement Plan in CA ($268K, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Royer Legacy Partners Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 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 821319826.

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.