401(k) · DOL Form 5500 · 2023

Rtm & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
265
Participants Below avg headcount
77th
Percentile by assets National rank
$95,434
Avg per participant Below avg balance/head
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Official DOL plan name: Rtm & Associates, Inc. Profit Sharing/401(k) Plan · Sponsored by Rtm & Associates, Inc. · Illinois · Professional & Technical Services

$25M in assets, 265 participants

Rtm & Associates, Inc.'s Rtm & Associates, Inc. Profit Sharing/401(k) Plan reported $25M in total assets and 265 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #15,639 in Professional & Technical Services (20,321 peers)

Coverage in Illinois

Rtm & Associates, Inc. Profit Sharing/401(k) Plan covers 265 participants in Illinois, about 34% of the average Illinois filer (state average ~779 per filing). Assets: $25M.

#15,639
in Professional & Technical Services (20,321 peers)
+35.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rtm & Associates, Inc. Profit Sharing/401(k) Plan's outsized position by total assets

Rtm & Associates, Inc. Profit Sharing/401(k) Plan vs every filed plan by assets

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

$25,290,079 Top 23% higher than 77% 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

Rtm & Associates, Inc. Profit Sharing/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. Rtm & Associates, Inc. Profit Sharing/401(k) Plan sits mid-pack in the medium band (265 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rtm & Associates, Inc. Profit Sharing/401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Rtm & Associates, Inc. Profit Sharing/401(k) Plan reported participants rose from 190 in the plan year 2022 filing to 265 in the plan year 2023 filing.
  • Rtm & Associates, Inc. Profit Sharing/401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $25M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 363129785 · Rtm & Associates, Inc. PY 2023 · 401(k)

Rtm & Associates, Inc. Profit Sharing/401(k) Plan · $25M · 265 · 77th

  • NET $25M
  • BOOK 265
  • VS-ST 77th
  • BOY 401(k)
  • SCH near Fineos Corporation 401(k) Profit Sharing Plan and Trust
  • EBSA ind #15639

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 Illinois →

Rtm & Associates, Inc. Profit Sharing/401(k) Plan in the asset neighbourhood

Rtm & Associates, Inc. Profit Sharing/401(k) PlanRtm & Associates, Inc. Profi…$25MFineos Corporation 401(k) Profit Sharing Plan and TrustFineos Corporation 401(k) Pr…$25MGmi Holding, Inc. 401(k) Plan$25MLiving Branches Retirement PlanLiving Branches Retirement P…$25MBgm Group Salary Savings Plan and TrustBgm Group Salary Savings Pla…$25M
End-of-year total assets ($M) among Rtm & Associates, Inc. Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$25M
Net Income$7M
Employer EIN363129785
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rtm & Associates, Inc.)

Sponsor-wide plan assets over time

All Rtm & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 112.77604583769507% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $18.6M $39.7M ▲ +112.7%
Year Plans Participants Total Assets
2022 1 190 $19M
2023 1 265 $25M
2024 1 377 $40M

Nearby 401(k) Plans in Illinois

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

Rtm & Associates, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Rtm & Associates, Inc. Profit Sharing/401(k) Plan, Total assets ($B): 0.025290079 · Participants: 265Rtm & Associates, Inc. Profit Sharing/401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Rtm & Associates, Inc. Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Rtm & Associates, Inc. Profit Sharing/401(k) Plan side-by-side with 3 peers →

Rtm & Associates, Inc. Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Fineos Corporation 401(k) Profit Sharing Plan and Trust in MA ($25M); by covered participants it is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($25M here).

Similar participant headcount

Nearest other-state filings by covered participants (265 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 Rtm & Associates, Inc. Profit Sharing/401(k) Plan assets move in 2023? ▼
Rtm & Associates, Inc. Profit Sharing/401(k) Plan surged - up 35.7% during 2023, from $19M to $25M. Reported net income was $7M.
How have Rtm & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rtm & Associates, Inc.'s sponsor-wide assets grew 112.8%, from $19M to $40M.
Where does Rtm & Associates, Inc. Profit Sharing/401(k) Plan rank by assets among Form 5500 filers? ▼
Rtm & Associates, Inc. Profit Sharing/401(k) Plan ranks in the 77th 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 Rtm & Associates, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fineos Corporation 401(k) Profit Sharing Plan and Trust in MA ($25M, 244 participants).
Which 401(k) plans cover a similar participant headcount to Rtm & Associates, Inc. Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ktm Industries Inc 401(k) Profit Sharing Plan & Trust in MI (265 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 363129785.

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.