Defined Benefit (Pension) · DOL Form 5500 · 2023

Rule 1 Investing Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
39th
Percentile by assets National rank
$543,441
Avg per participant High balance/head
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Official DOL plan name: Rule 1 Investing Cash Balance Plan · Sponsored by Rule 1 Investing · Georgia · Arts, Entertainment & Recreation

$4M in assets, 7 participants

Rule 1 Investing's Rule 1 Investing Cash Balance Plan reported $4M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #1,801 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Rule 1 Investing Cash Balance Plan ranks #1,801 of 2,945 2023 filers by assets (730% of the sector average)-$4M for 7 participants.

#1,801
in Arts, Entertainment & Recreation (2,945 peers)
+16.0%
assets growth YoY

Rule 1 Investing Cash Balance Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Rule 1 Investing Cash Balance Plan vs every filed plan by assets

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

$3,804,090 39th percentile higher than 39% 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

Rule 1 Investing Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rule 1 Investing Cash Balance Plan is a micro filing (7 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 263514335 · Rule 1 Investing PY 2023 · Defined Benefit (Pension)

Rule 1 Investing Cash Balance Plan · $4M · 7 · 39th

  • BOOK $4M
  • VS-ST 7
  • BOY 39th
  • SCH Defined Benefit (Pension)
  • EBSA near Cement Masons Local No. 524 Pension Plan
  • PART ind #1801

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 Arts, Entertainment & Recreation retirement plans → · Plans in Georgia →

Rule 1 Investing Cash Balance Plan in the asset neighbourhood

Retirement Plan for Ees of Pres Homes of TnRetirement Plan for Ees of P…$4MBarnesville Hospital Association, Inc. Retirement PlanBarnesville Hospital Associa…$4MRule 1 Investing Cash Balance PlanRule 1 Investing Cash Balanc…$4MCement Masons Local No. 524 Pension PlanCement Masons Local No. 524 …$4MG.W. Research, Inc. Retirement PlanG.W. Research, Inc. Retireme…$4M
End-of-year total assets ($M) among Rule 1 Investing Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$524K
Employer EIN263514335
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rule 1 Investing)

Sponsor-wide plan assets over time

All Rule 1 Investing plans reported in each filing year

Latest sponsor-wide plan assets
$2M 42.16217281925507% vs 2023
2024 filing year
$2M$2.5M$3M$3.5M$4M 20232024 $3.8M $2.2M ▼ -42.1%
Year Plans Participants Total Assets
2023 1 7 $4M
2024 1 7 $2M

Nearby Defined Benefit (Pension) Plans in Georgia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Rule 1 Investing Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -505101520 Total assets ($B) Participants Rule 1 Investing Cash Balance Plan, Total assets ($B): 0.00380409 · Participants: 7Rule 1 Investing Cash Balance PlanThe Southern Company Pension Plan, Total assets ($B): 15.596954837 · Participants: 25241The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.285105757 · Participants: 70241UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.733665646 · Participants: 153217UPS Pension PlanCox Enterprises, Inc. Pension Plan, Total assets ($B): 7.396009274 · Participants: 24023Cox Enterprises, Inc. Pension PlanDelta Retirement Plan, Total assets ($B): 7.309889555 · Participants: 15601Delta Retirement Plan
Rule 1 Investing Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Rule 1 Investing Cash Balance Plan side-by-side with 3 peers →

Rule 1 Investing Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Cement Masons Local No. 524 Pension Plan in IN ($4M); by covered participants it is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Rule 1 Investing Cash Balance Plan assets move in 2023? ▼
Rule 1 Investing Cash Balance Plan grew sharply - up 16.0% during 2023, from $3M to $4M. Reported net income was $524K.
How have Rule 1 Investing plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Rule 1 Investing's sponsor-wide assets declined 42.2%, from $4M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Rule 1 Investing Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cement Masons Local No. 524 Pension Plan in IN ($4M, 76 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rule 1 Investing Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Team Sweasey, Inc. Defined Benefit Pension Plan in CA (7 participants, $3M 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 263514335.

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.