401(k) · DOL Form 5500 · 2023

R & R Insurance Services, Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
190
Participants Below avg headcount
86th
Percentile by assets National rank
$272,966
Avg per participant High balance/head
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Official DOL plan name: R & R Insurance Services, Inc. 401(k) Profit Sharing Plan · Sponsored by R & R Insurance Services, Inc. · Wisconsin · Finance & Insurance

$52M in assets, 190 participants

R & R Insurance Services, Inc.'s R & R Insurance Services, Inc. 401(k) Profit Sharing Plan reported $52M in total assets and 190 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,949 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

R & R Insurance Services, Inc. 401(k) Profit Sharing Plan covers 190 participants in Wisconsin, about 34% of the average Wisconsin filer (state average ~563 per filing). Assets: $52M.

#6,949
in Finance & Insurance (8,869 peers)
+10.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

R & R Insurance Services, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

R & R Insurance Services, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$51,863,512 Top 14% higher than 86% 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

R & R Insurance Services, Inc. 401(k) Profit Sharing 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. R & R Insurance Services, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (190 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R & R Insurance Services, Inc. 401(k) Profit Sharing Plan reported net income rose from -$13M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • R & R Insurance Services, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $47M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • R & R Insurance Services, Inc. 401(k) Profit Sharing Plan reported participants rose from 188 in the plan year 2022 filing to 190 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391230987 · R & R Insurance Services, Inc. PY 2023 · 401(k)

R & R Insurance Services, Inc. 401(k) Profit Sharing Plan · $52M · 190 · 86th

  • EOY $52M
  • 5500 190
  • ASSETS 86th
  • PCT 401(k)
  • EIN near Orthowest, P.C. 401(k) Savings Plan
  • RANK ind #6949

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 Wisconsin →

R & R Insurance Services, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Miller's, Inc. Employees' Profit Sharing PlanMiller's, Inc. Employees' Pr…$52MScott Companies Profit Sharing PlanScott Companies Profit Shari…$52MOrthowest, P.C. 401(k) Savings PlanOrthowest, P.C. 401(k) Savin…$52MR & R Insurance Services, Inc. 401(k) Profit Sharing PlanR & R Insurance Services, In…$52MAzurity Pharmaceutical, Inc. 401(k) Profit Sharing Plan TrustAzurity Pharmaceutical, Inc.…$52M
End-of-year total assets ($M) among R & R Insurance Services, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$52M
Net Income$5M
Employer EIN391230987
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R & R Insurance Services, Inc.)

Sponsor-wide plan assets over time

All R & R Insurance Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$59M 24.57113582689958% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $47M $58.6M ▲ +24.6%
Year Plans Participants Total Assets
2022 1 188 $47M
2023 1 190 $52M
2024 1 214 $59M

Nearby 401(k) Plans in Wisconsin

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

R & R Insurance Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants R & R Insurance Services, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.051863512 · Participants: 190R & R Insurance Services, Inc. 401(k) Profit Sharing PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
R & R Insurance Services, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare R & R Insurance Services, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

R & R Insurance Services, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Orthowest, P.C. 401(k) Savings Plan in NE ($52M); by covered participants it is Nextpoint Group, LLC 401(k) Plan in VA (190 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (190 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 R & R Insurance Services, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
R & R Insurance Services, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 10.3% during 2023, from $47M to $52M. Reported net income was $5M.
How have R & R Insurance Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R & R Insurance Services, Inc.'s sponsor-wide assets grew 24.6%, from $47M to $59M.
Where does R & R Insurance Services, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
R & R Insurance Services, Inc. 401(k) Profit Sharing Plan ranks in the 86th 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 R & R Insurance Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Orthowest, P.C. 401(k) Savings Plan in NE ($52M, 242 participants).
Which 401(k) plans cover a similar participant headcount to R & R Insurance Services, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nextpoint Group, LLC 401(k) Plan in VA (190 participants, $36M 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 391230987.

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.