Profit Sharing · DOL Form 5500 · 2023

The Retail Group, Inc. Profit Sharing Plan

Data updated 2026-08-25

$783K
Total assets Small plan by assets
588
Participants Below avg headcount
22nd
Percentile by assets National rank
$1,331
Avg per participant Low balance/head
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Official DOL plan name: The Retail Group Retirement Plan · Sponsored by The Retail Group, Inc. · Puerto Rico · Retail Trade

$783K in assets, 588 participants

The Retail Group, Inc.'s The Retail Group Retirement Plan reported $783K in total assets and 588 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #2,834 in Retail Trade (8,414 peers)

Coverage in Puerto Rico

The Retail Group Retirement Plan covers 588 participants in Puerto Rico, 6.6x the typical Puerto Rico plan (state average ~89 per filing). Assets: $783K.

#2,834
in Retail Trade (8,414 peers)
+45.5%
assets growth YoY

The Retail Group Retirement Plan among the smaller filed plans by assets

The Retail Group Retirement Plan vs every filed plan by assets

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

$782,873 22nd percentile higher than 22% 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 Retail Group Retirement 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 Retail Group Retirement Plan sits mid-pack in the medium band (588 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Retail Group Retirement Plan reported net income rose from -$88K in the plan year 2022 filing to $245K in the plan year 2023 filing.
  • The Retail Group Retirement Plan end-of-year assets rose from $538K in the plan year 2022 filing to $783K in the plan year 2023 filing.
  • The Retail Group Retirement Plan reported participants rose from 502 in the plan year 2022 filing to 588 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 660676884 · The Retail Group, Inc. PY 2023 · Profit Sharing

The Retail Group Retirement Plan · $783K · 588 · 22nd

  • BOOK $783K
  • VS-ST 588
  • BOY 22nd
  • SCH Profit Sharing
  • EBSA near Cl Connell, Incorporated Retirement Plan
  • PART ind #2834

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 Retail Trade retirement plans → · Plans in Puerto Rico →

The Retail Group Retirement Plan in the asset neighbourhood

The Retail Group Retirement PlanThe Retail Group Retirement …$783KCl Connell, Incorporated Retirement PlanCl Connell, Incorporated Ret…$783KMy 3 Ladies & Company Retirement PlanMy 3 Ladies & Company Retire…$784KDesmond and Eileen Laffan Inc. Retirement PlanDesmond and Eileen Laffan In…$784KNorthwoods Hardware Hank Inc. Retirement PlanNorthwoods Hardware Hank Inc…$782K
End-of-year total assets ($M) among The Retail Group Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$538K
Net Assets (End of Year)$783K
Net Income$245K
Employer EIN660676884
Plan Effective Date2018-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Retail Group, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$1M 93.15130377878333% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.54M $1.04M ▲ +92.6%
Year Plans Participants Total Assets
2022 1 502 $538K
2023 1 588 $783K
2024 1 583 $1M

Nearby Profit Sharing Plans in Puerto Rico

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

The Retail Group Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -2000200400600800 Total assets ($M) Participants The Retail Group Retirement Plan, Total assets ($M): 0.782873 · Participants: 588The Retail Group Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
The Retail Group Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare The Retail Group Retirement Plan side-by-side with 3 peers →

The Retail Group Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Cl Connell, Incorporated Retirement Plan in VA ($783K); by covered participants it is Spectrum Community Services 403(b) Plan in MI (588 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (588 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 Retail Group Retirement Plan assets move in 2023? ▼
The Retail Group Retirement Plan surged - up 45.5% during 2023, from $538K to $783K. Reported net income was $245K.
How have The Retail Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Retail Group, Inc.'s sponsor-wide assets grew 93.2%, from $538K to $1M.
Where does The Retail Group Retirement Plan rank by assets among Form 5500 filers? ▼
The Retail Group Retirement Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to The Retail Group Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Cl Connell, Incorporated Retirement Plan in VA ($783K, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to The Retail Group Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Spectrum Community Services 403(b) Plan in MI (588 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 660676884.

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.