401(k) · DOL Form 5500 · 2023

Rsm Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
59
Participants Small participant base
37th
Percentile by assets National rank
$54,563
Avg per participant Low balance/head
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Official DOL plan name: Rsm Holdings, Inc. Retirement Plan · Sponsored by Rsm Holdings, Inc. · Virginia · Other Services

$3M in assets, 59 participants

Rsm Holdings, Inc.'s Rsm Holdings, Inc. Retirement Plan reported $3M in total assets and 59 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #4,741 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Rsm Holdings, Inc. Retirement Plan ranks #4,741 of 7,857 2023 filers by assets (623% of the sector average)-$3M for 59 participants.

#4,741
in Other Services (7,857 peers)
+14.3%
assets growth YoY

Rsm Holdings, Inc. Retirement Plan's mid-pack asset rank among Other Services and all filers

Rsm Holdings, Inc. Retirement Plan vs every filed plan by assets

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

$3,219,218 37th percentile higher than 37% 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

Rsm Holdings, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rsm Holdings, Inc. Retirement Plan is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rsm Holdings, Inc. Retirement Plan reported participants rose from 13 in the plan year 2022 filing to 59 in the plan year 2023 filing.
  • Rsm Holdings, Inc. Retirement Plan reported net income fell from $1M in the plan year 2022 filing to $403K in the plan year 2023 filing.
  • Rsm Holdings, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 275206537 · Rsm Holdings, Inc. PY 2023 · 401(k)

Rsm Holdings, Inc. Retirement Plan · $3M · 59 · 37th

  • PART $3M
  • TYPE 59
  • NET 37th
  • BOOK 401(k)
  • VS-ST near Doral Automotive Group, LLC 401(k) Plan
  • BOY ind #4741

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 Other Services retirement plans → · Plans in Virginia →

Rsm Holdings, Inc. Retirement Plan in the asset neighbourhood

Rsm Holdings, Inc. Retirement PlanRsm Holdings, Inc. Retiremen…$3MDoral Automotive Group, LLC 401(k) PlanDoral Automotive Group, LLC …$3MCarteret Children's Clinic Retirement PlanCarteret Children's Clinic R…$3MSedera 401(k) Plan$3MArgonaut Food Partners, LLC Retirement PlanArgonaut Food Partners, LLC …$3M
End-of-year total assets ($M) among Rsm Holdings, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$403K
Employer EIN275206537
Plan Effective Date2011-02-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Rsm Holdings, Inc.)

Sponsor-wide plan assets over time

All Rsm Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 27.17844938982147% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.82M $3.58M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 13 $3M
2023 1 59 $3M
2024 1 64 $4M

Nearby 401(k) Plans in Virginia

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

Rsm Holdings, Inc. Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Rsm Holdings, Inc. Retirement Plan, Total assets ($B): 0.003219218 · Participants: 59Rsm Holdings, Inc. Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Rsm Holdings, Inc. Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Rsm Holdings, Inc. Retirement Plan side-by-side with 3 peers →

Rsm Holdings, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Doral Automotive Group, LLC 401(k) Plan in FL ($3M); by covered participants it is Pretzels, Inc. 401(k) in IN (59 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Rsm Holdings, Inc. Retirement Plan assets move in 2023? ▼
Rsm Holdings, Inc. Retirement Plan grew at a solid clip - up 14.3% during 2023, from $3M to $3M. Reported net income was $403K.
How have Rsm Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rsm Holdings, Inc.'s sponsor-wide assets grew 27.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Rsm Holdings, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Doral Automotive Group, LLC 401(k) Plan in FL ($3M, 262 participants).
Which 401(k) plans cover a similar participant headcount to Rsm Holdings, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pretzels, Inc. 401(k) in IN (59 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 275206537.

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.