401(k) · DOL Form 5500 · 2023

R & J Investment Co., Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
123
Participants Small participant base
40th
Percentile by assets National rank
$31,710
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Avon Oaks Caring Community Retirement Plan · Sponsored by R & J Investment Co., Inc. · Ohio · Healthcare & Social Assistance

$4M in assets, 123 participants

R & J Investment Co., Inc.'s Avon Oaks Caring Community Retirement Plan reported $4M in total assets and 123 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,466 in Healthcare & Social Assistance (17,684 peers)

Coverage in Ohio

Avon Oaks Caring Community Retirement Plan covers 123 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $4M.

#7,466
in Healthcare & Social Assistance (17,684 peers)
+7.8%
assets growth YoY

Avon Oaks Caring Community Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Avon Oaks Caring Community Retirement Plan vs every filed plan by assets

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

$3,900,379 40th percentile higher than 40% 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

Avon Oaks Caring Community 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. Avon Oaks Caring Community Retirement Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Avon Oaks Caring Community Retirement Plan reported net income rose from -$806K in the plan year 2022 filing to $281K in the plan year 2023 filing.
  • Avon Oaks Caring Community Retirement Plan end-of-year assets rose from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 340968965 · R & J Investment Co., Inc. PY 2023 · 401(k)

Avon Oaks Caring Community Retirement Plan · $4M · 123 · 40th

  • TYPE $4M
  • TYPE 123
  • TYPE 40th
  • TYPE 401(k)
  • TYPE near 403(b) Thrift Plan of Cadence International
  • TYPE ind #7466

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 Healthcare & Social Assistance retirement plans → · Plans in Ohio →

Avon Oaks Caring Community Retirement Plan in the asset neighbourhood

Avon Oaks Caring Community Retirement PlanAvon Oaks Caring Community R…$4M403(b) Thrift Plan of Cadence International403(b) Thrift Plan of Cadenc…$4M403(b) Thrift Plan for Employees of Parc, Inc.403(b) Thrift Plan for Emplo…$4MTouchstone Behavioral Health 401(k) PlanTouchstone Behavioral Health…$4MSpringboard Social Enterprises Retirement PlanSpringboard Social Enterpris…$4M
End-of-year total assets ($M) among Avon Oaks Caring Community Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$281K
Employer EIN340968965
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R & J Investment Co., Inc.)

Sponsor-wide plan assets over time

All R & J Investment Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 3.051426323341951% vs 2022
2024 filing year
$3.4M$3.6M$3.8M$4M 202220232024 $3.62M $3.51M ▼ -3.0%
Year Plans Participants Total Assets
2022 1 124 $4M
2023 1 123 $4M
2024 1 122 $4M

Nearby 401(k) Plans in Ohio

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

Avon Oaks Caring Community Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Avon Oaks Caring Community Retirement Plan, Total assets ($B): 0.003900379 · Participants: 123Avon Oaks Caring Community Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Avon Oaks Caring Community Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Avon Oaks Caring Community Retirement Plan side-by-side with 3 peers →

Avon Oaks Caring Community Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is 403(b) Thrift Plan of Cadence International in CO ($4M); by covered participants it is Sunchase Salary Savings Plan in NC (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Avon Oaks Caring Community Retirement Plan assets move in 2023? ▼
Avon Oaks Caring Community Retirement Plan grew at a solid clip - up 7.8% during 2023, from $4M to $4M. Reported net income was $281K.
How have R & J Investment Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R & J Investment Co., Inc.'s sponsor-wide assets declined 3.1%, from $4M to $4M.
Which 401(k) plans are similar in size to Avon Oaks Caring Community Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is 403(b) Thrift Plan of Cadence International in CO ($4M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Avon Oaks Caring Community Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sunchase Salary Savings Plan in NC (123 participants, $2M 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 340968965.

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.