401(k) · DOL Form 5500 · 2023

The Rfa Group, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
468
Participants Below avg headcount
80th
Percentile by assets National rank
$67,855
Avg per participant Below avg balance/head
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Official DOL plan name: The Rfa Group Retirement Savings Plan · Sponsored by The Rfa Group, Inc. · Minnesota · Professional & Technical Services

$32M in assets, 468 participants

The Rfa Group, Inc.'s The Rfa Group Retirement Savings Plan reported $32M in total assets and 468 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,377 in Professional & Technical Services (20,321 peers)

Coverage in Minnesota

The Rfa Group Retirement Savings Plan covers 468 participants in Minnesota, about 42% of the average Minnesota filer (state average ~1,126 per filing). Assets: $32M.

#16,377
in Professional & Technical Services (20,321 peers)
+29.3%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Rfa Group Retirement Savings Plan's outsized position by total assets

The Rfa Group Retirement Savings Plan vs every filed plan by assets

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

$31,756,283 Top 20% higher than 80% 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

The Rfa Group Retirement Savings 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. The Rfa Group Retirement Savings Plan sits mid-pack in the medium band (468 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Rfa Group Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • The Rfa Group Retirement Savings Plan end-of-year assets rose from $25M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • The Rfa Group Retirement Savings Plan reported participants rose from 380 in the plan year 2022 filing to 468 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 475512830 · The Rfa Group, Inc. PY 2023 · 401(k)

The Rfa Group Retirement Savings Plan · $32M · 468 · 80th

  • BOY $32M
  • SCH 468
  • EBSA 80th
  • PART 401(k)
  • TYPE near Mori Associates, Inc. 401(k) Plan and Trust
  • NET ind #16377

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 Minnesota →

The Rfa Group Retirement Savings Plan in the asset neighbourhood

The Rfa Group Retirement Savings PlanThe Rfa Group Retirement Sav…$32MMori Associates, Inc. 401(k) Plan and TrustMori Associates, Inc. 401(k)…$32MVogel Retirement Plan$32MStockton Cardiology Medical Group Complete Heart Care Inc 401(k) Profit Sharing PlanStockton Cardiology Medical …$32MSnfc Mortgage Company 401(k) PlanSnfc Mortgage Company 401(k)…$32M
End-of-year total assets ($M) among The Rfa Group Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$32M
Net Income$7M
Employer EIN475512830
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Rfa Group, Inc.)

Sponsor-wide plan assets over time

All The Rfa Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 62.5612994381119% vs 2022
2024 filing year
$20M$25M$30M$35M$40M$45M 202220232024 $24.6M $39.9M ▲ +62.6%
Year Plans Participants Total Assets
2022 1 380 $25M
2023 1 468 $32M
2024 1 536 $40M

Nearby 401(k) Plans in Minnesota

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

The Rfa Group Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants The Rfa Group Retirement Savings Plan, Total assets ($B): 0.031756283 · Participants: 468The Rfa Group Retirement Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
The Rfa Group Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare The Rfa Group Retirement Savings Plan side-by-side with 3 peers →

The Rfa Group Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Mori Associates, Inc. 401(k) Plan and Trust in MD ($32M); by covered participants it is Banterra Corp. Profit Sharing Plan in IL (468 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (468 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 The Rfa Group Retirement Savings Plan assets move in 2023? ▼
The Rfa Group Retirement Savings Plan grew sharply - up 29.3% during 2023, from $25M to $32M. Reported net income was $7M.
How have The Rfa Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Rfa Group, Inc.'s sponsor-wide assets grew 62.6%, from $25M to $40M.
Where does The Rfa Group Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Rfa Group Retirement Savings Plan ranks in the 80th 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 The Rfa Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mori Associates, Inc. 401(k) Plan and Trust in MD ($32M, 507 participants).
Which 401(k) plans cover a similar participant headcount to The Rfa Group Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Banterra Corp. Profit Sharing Plan in IL (468 participants, $65M 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 475512830.

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.