401(k) · DOL Form 5500 · 2023

Rks Associates 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 207
Participants Below avg headcount: 66th
Percentile by assets National rank: $67,934
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: Rks Associates 401(k) Plan · Sponsored by Rks Associates · New Jersey · Educational Services

$14M in assets, 207 participants

Rks Associates's Rks Associates 401(k) Plan reported $14M in total assets and 207 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

#1,806 in Educational Services (3,735 peers)

Coverage in New Jersey

Rks Associates 401(k) Plan covers 207 participants in New Jersey, about 25% of the average New Jersey filer (state average ~844 per filing). Assets: $14M.

#1,806
in Educational Services (3,735 peers): -5.1%
assets change YoY

The plan reported a net loss of $749K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rks Associates 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Rks Associates 401(k) Plan vs every filed plan by assets

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

$14,062,237 Top 34% higher than 66% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Rks Associates 401(k) 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. Rks Associates 401(k) Plan sits mid-pack in the medium band (207 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Rks Associates 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to -$749K in the plan year 2023 filing.
Rks Associates 401(k) Plan end-of-year assets fell from $15M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 222529877 · Rks Associates PY 2023 · 401(k)

Rks Associates 401(k) Plan · $14M · 207 · 66th

5500 $14M
ASSETS 207
PCT 66th
EIN 401(k)
RANK near Trinity Partners, LLC 401(k) Profit Sharing Plan
PHOTO ind #1806

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 Educational Services retirement plans → · Plans in New Jersey →

End-of-year total assets ($M) among Rks Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$14M
Net Income	-$749K
Employer EIN	222529877
Plan Effective Date	1997-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Rks Associates)

Latest sponsor-wide plan assets: $16M 6.986028941342511% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	209	$15M
2023	1	207	$14M
2024	1	234	$16M

Nearby 401(k) Plans in New Jersey

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

Rks Associates 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
Verizon Savings Plan for Management Employees $27.8B · 78,072
Johnson and Johnson Savings Plan $22.2B · 41,291
Ernst & Young Retirement Savings Plan $15.5B · 59,346
Merck US Savings Plan $13.4B · 26,850

Compare Rks Associates 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Trinity Partners, LLC 401(k) Profit Sharing Plan in NC ($14M); by covered participants it is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Trinity Partners, LLC 401(k) Profit Sharing Plan (NC) $14M · 160
Jones Dealerships, Inc. 401(k) Plan (PA) $14M · 100
Groz-Beckert USA, Inc. 401(k) Profit Sharing Plan (NC) $14M · 96
Susser Bank 401(k) (TX) $14M · 217

Similar participant headcount

Nearest other-state filings by covered participants (207 participants); asset peers above are excluded.

Rp Construction Services, Inc. 401(k) Plan (CA) 207 · 0 off
Advanced Photographic Solutions Retirement Savings Plan (TN) 207 · 0 off
Pilot Pen 401(k) Plan (FL) 207 · 0 off
Core Services Group, Inc. 401(k) Profit Sharing Plan (NY) 207 · 0 off

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 Rks Associates 401(k) Plan assets move in 2023? ▼

Rks Associates 401(k) Plan pulled back noticeably - down 5.1% during 2023, from $15M to $14M. Reported net income was -$749K.

How have Rks Associates plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Rks Associates's sponsor-wide assets grew 7.0%, from $15M to $16M.

Which 401(k) plans are similar in size to Rks Associates 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Trinity Partners, LLC 401(k) Profit Sharing Plan in NC ($14M, 160 participants).

Which 401(k) plans cover a similar participant headcount to Rks Associates 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Rp Construction Services, Inc. 401(k) Plan in CA (207 participants, N/A 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 222529877.