401(k) · DOL Form 5500 · 2023

Rhone Group LLC 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
33
Participants Small participant base
83rd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Rhone Group Retirement Trust · Sponsored by Rhone Group LLC · New York · Finance & Insurance

$39M in assets, 33 participants

Rhone Group LLC's Rhone Group Retirement Trust reported $39M in total assets and 33 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #6,521 in Finance & Insurance (8,869 peers)

Where Rhone Group Retirement Trust sits by assets

Rhone Group Retirement Trust sits in the top quartile of all filed plans by assets, $39M for 33 participants (~$1.2M/participant), up 24.4% in 2023.

#6,521
in Finance & Insurance (8,869 peers)
+24.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Rhone Group Retirement Trust's outsized position by total assets

Rhone Group Retirement Trust vs every filed plan by assets

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

$38,920,791 Top 17% higher than 83% 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

Rhone Group Retirement 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. Rhone Group Retirement Trust is a small filing (33 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rhone Group Retirement Trust reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Rhone Group Retirement Trust end-of-year assets rose from $31M in the plan year 2022 filing to $39M in the plan year 2023 filing.
  • Rhone Group Retirement Trust reported participants rose from 32 in the plan year 2022 filing to 33 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133988050 · Rhone Group LLC PY 2023 · 401(k)

Rhone Group Retirement Trust · $39M · 33 · 83rd

  • PART $39M
  • PART 33
  • PART 83rd
  • PART 401(k)
  • PART near Medical Associates of Brevard, LLC 401(k) Plan
  • PART ind #6521

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 Finance & Insurance retirement plans → · Plans in New York →

Rhone Group Retirement Trust in the asset neighbourhood

Rhone Group Retirement Trust$39MMedical Associates of Brevard, LLC 401(k) PlanMedical Associates of Brevar…$39MHome Buyers Warranty 401(k) PlanHome Buyers Warranty 401(k) …$39MHome Buyers Warranty 401(k) PlanHome Buyers Warranty 401(k) …$39MOsg Bulk Ships, Inc. Money Purchase Pension PlanOsg Bulk Ships, Inc. Money P…$39M
End-of-year total assets ($M) among Rhone Group Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$39M
Net Income$8M
Employer EIN133988050
Plan Effective Date1996-05-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Rhone Group LLC)

Sponsor-wide plan assets over time

All Rhone Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$37M 18.72640293123445% vs 2022
2024 filing year
$30M$35M$40M 202220232024 $31.3M $37.1M ▲ +18.7%
Year Plans Participants Total Assets
2022 1 32 $31M
2023 1 33 $39M
2024 1 34 $37M

Nearby 401(k) Plans in New York

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

Rhone Group Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Rhone Group Retirement Trust, Total assets ($B): 0.038920791 · Participants: 33Rhone Group Retirement 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
Rhone Group Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rhone Group Retirement Trust side-by-side with 3 peers →

Rhone Group Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Medical Associates of Brevard, LLC 401(k) Plan in FL ($39M); by covered participants it is Taylor Automotive Group 401(k) Plan in TN (33 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($39M here).

Similar participant headcount

Nearest other-state filings by covered participants (33 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 Rhone Group Retirement Trust assets move in 2023? ▼
Rhone Group Retirement Trust grew sharply - up 24.4% during 2023, from $31M to $39M. Reported net income was $8M.
How have Rhone Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rhone Group LLC's sponsor-wide assets grew 18.7%, from $31M to $37M.
Where does Rhone Group Retirement Trust rank by assets among Form 5500 filers? ▼
Rhone Group Retirement Trust ranks in the 83rd 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 Rhone Group Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Medical Associates of Brevard, LLC 401(k) Plan in FL ($39M, 215 participants).
Which 401(k) plans cover a similar participant headcount to Rhone Group Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Taylor Automotive Group 401(k) Plan in TN (33 participants, $4M 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 133988050.

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.