401(k) · DOL Form 5500 · 2023

Rdg Planning & Design, Inc. 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
199
Participants Below avg headcount
85th
Percentile by assets National rank
$246,588
Avg per participant Above avg balance/head
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Official DOL plan name: Rdg Planning & Design, Inc. 401(k) Retirement Plan · Sponsored by Rdg Planning & Design, Inc. · Iowa · Professional & Technical Services

$49M in assets, 199 participants

Rdg Planning & Design, Inc.'s Rdg Planning & Design, Inc. 401(k) Retirement Plan reported $49M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,556 in Professional & Technical Services (20,321 peers)

Coverage in Iowa

Rdg Planning & Design, Inc. 401(k) Retirement Plan covers 199 participants in Iowa, about 33% of the average Iowa filer (state average ~609 per filing). Assets: $49M.

#17,556
in Professional & Technical Services (20,321 peers)
+23.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Rdg Planning & Design, Inc. 401(k) Retirement Plan's outsized position by total assets

Rdg Planning & Design, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$49,070,983 Top 15% higher than 85% 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

Rdg Planning & Design, Inc. 401(k) 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. Rdg Planning & Design, Inc. 401(k) Retirement Plan sits mid-pack in the medium band (199 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rdg Planning & Design, Inc. 401(k) Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Rdg Planning & Design, Inc. 401(k) Retirement Plan end-of-year assets rose from $40M in the plan year 2022 filing to $49M in the plan year 2023 filing.
  • Rdg Planning & Design, Inc. 401(k) Retirement Plan reported participants rose from 184 in the plan year 2022 filing to 199 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 421338016 · Rdg Planning & Design, Inc. PY 2023 · 401(k)

Rdg Planning & Design, Inc. 401(k) Retirement Plan · $49M · 199 · 85th

  • 5500 $49M
  • ASSETS 199
  • PCT 85th
  • EIN 401(k)
  • RANK near Metrohm USA, Inc. and Its Affiliated Companies 401(k) Plan
  • PHOTO ind #17556

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 Iowa →

Rdg Planning & Design, Inc. 401(k) Retirement Plan in the asset neighbourhood

Virginia Emergency Medicine Associates, Ltd. Retirement PlanVirginia Emergency Medicine …$49MRdg Planning & Design, Inc. 401(k) Retirement PlanRdg Planning & Design, Inc. …$49MMetrohm USA, Inc. and Its Affiliated Companies 401(k) PlanMetrohm USA, Inc. and Its Af…$49MFactor Systems, LLC. Dba Billtrust (a Wholly Owned Subsidiary of Btrs Holdings)Factor Systems, LLC. Dba Bil…$49MI.B.E.W. Local 673 Profit Sharing Annuity PlanI.B.E.W. Local 673 Profit Sh…$49M
End-of-year total assets ($M) among Rdg Planning & Design, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$49M
Net Income$9M
Employer EIN421338016
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rdg Planning & Design, Inc.)

Sponsor-wide plan assets over time

All Rdg Planning & Design, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 43.85006401632159% vs 2022
2024 filing year
$30M$40M$50M$60M 202220232024 $39.6M $57M ▲ +43.8%
Year Plans Participants Total Assets
2022 1 184 $40M
2023 1 199 $49M
2024 1 221 $57M

Nearby 401(k) Plans in Iowa

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

Rdg Planning & Design, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants Rdg Planning & Design, Inc. 401(k) Retirement Plan, Total assets ($B): 0.049070983 · Participants: 199Rdg Planning & Design, Inc. 401(k) Retirement PlanThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
Rdg Planning & Design, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Rdg Planning & Design, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Rdg Planning & Design, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Metrohm USA, Inc. and Its Affiliated Companies 401(k) Plan in FL ($49M); by covered participants it is Una's Nonprofit Retirement Solution in UT (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Rdg Planning & Design, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Rdg Planning & Design, Inc. 401(k) Retirement Plan grew sharply - up 23.9% during 2023, from $40M to $49M. Reported net income was $9M.
How have Rdg Planning & Design, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rdg Planning & Design, Inc.'s sponsor-wide assets grew 43.9%, from $40M to $57M.
Where does Rdg Planning & Design, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Rdg Planning & Design, Inc. 401(k) Retirement Plan ranks in the 85th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Rdg Planning & Design, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Metrohm USA, Inc. and Its Affiliated Companies 401(k) Plan in FL ($49M, 357 participants).
Which 401(k) plans cover a similar participant headcount to Rdg Planning & Design, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Una's Nonprofit Retirement Solution in UT (199 participants, $987K 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 421338016.

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.