401(k) · DOL Form 5500 · 2023

Rfr Holding LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
83
Participants Small participant base
71st
Percentile by assets National rank
$224,661
Avg per participant Above avg balance/head
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Official DOL plan name: Rfr Holding LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Rfr Holding LLC · New York · Real Estate

$19M in assets, 83 participants

Rfr Holding LLC's Rfr Holding LLC 401(k) Profit Sharing Plan and Trust reported $19M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #4,046 in Real Estate (4,727 peers)

Rfr Holding LLC multi-year trail

Rfr Holding LLC's plans moved +41.2% in assets from 2022 to 2024; this filing shows Rfr Holding LLC 401(k) Profit Sharing Plan and Trust at $19M / 83 participants.

#4,046
in Real Estate (4,727 peers)
+26.5%
assets growth YoY

Rfr Holding LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Rfr Holding LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$18,646,874 Top 29% higher than 71% 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

Rfr Holding LLC 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rfr Holding LLC 401(k) Profit Sharing Plan and Trust is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rfr Holding LLC 401(k) Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Rfr Holding LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $15M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133909425 · Rfr Holding LLC PY 2023 · 401(k)

Rfr Holding LLC 401(k) Profit Sharing Plan and Trust · $19M · 83 · 71st

  • PCT $19M
  • PCT 83
  • PCT 71st
  • PCT 401(k)
  • PCT near Baldwin Supply Company Retirement Savings Plan
  • PCT ind #4046

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 Real Estate retirement plans → · Plans in New York →

Rfr Holding LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Rfr Holding LLC 401(k) Profit Sharing Plan and TrustRfr Holding LLC 401(k) Profi…$19MBaldwin Supply Company Retirement Savings PlanBaldwin Supply Company Retir…$19MDirect Response Insurance Administrative Services, Inc. Profit Sharing 401(k) Plan & TrustDirect Response Insurance Ad…$19MOpeiu Local 494-UAW Employees 401(k) PlanOpeiu Local 494-UAW Employee…$19MSoftrams, LLC 401(k) P/S Plan$19M
End-of-year total assets ($M) among Rfr Holding LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rfr Holding LLC multi-year asset trail

Sponsor-wide plan assets over time

All Rfr Holding LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 41.193789356513896% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.7M $20.8M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 83 $15M
2023 1 83 $19M
2024 1 84 $21M

Rfr Holding LLC filing trail (2023)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$19M
Net Income$4M
Employer EIN133909425
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Rfr Holding LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Rfr Holding LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.018646874 · Participants: 83Rfr Holding LLC 401(k) Profit Sharing Plan and TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Rfr Holding LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rfr Holding LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Rfr Holding LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Baldwin Supply Company Retirement Savings Plan in MN ($19M); by covered participants it is Brightpearl 401(k) Plan in TX (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 Rfr Holding LLC 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Rfr Holding LLC 401(k) Profit Sharing Plan and Trust grew sharply - up 26.5% during 2023, from $15M to $19M. Reported net income was $4M.
How have Rfr Holding LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rfr Holding LLC's sponsor-wide assets grew 41.2%, from $15M to $21M.
Which 401(k) plans are similar in size to Rfr Holding LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Baldwin Supply Company Retirement Savings Plan in MN ($19M, 147 participants).
Which 401(k) plans cover a similar participant headcount to Rfr Holding LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Brightpearl 401(k) Plan in TX (83 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 133909425.

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.