Profit Sharing · DOL Form 5500 · 2023

The New 5-7-9 & Beyond, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
648
Participants Below avg headcount
25th
Percentile by assets National rank
$1,782
Avg per participant Low balance/head
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Official DOL plan name: Rainbow/Marianne Puerto Rico 401(k) Plan · Sponsored by The New 5-7-9 & Beyond, Inc. · New York · Retail Trade

$1M in assets, 648 participants

The New 5-7-9 & Beyond, Inc.'s Rainbow/Marianne Puerto Rico 401(k) Plan reported $1M in total assets and 648 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,142 in Retail Trade (8,414 peers)

The New 5-7-9 & Beyond, Inc. multi-year trail

The New 5-7-9 & Beyond, Inc.'s plans moved +89.9% in assets from 2022 to 2024; this filing shows Rainbow/Marianne Puerto Rico 401(k) Plan at $1M / 648 participants.

#3,142
in Retail Trade (8,414 peers)
+45.5%
assets growth YoY

Rainbow/Marianne Puerto Rico 401(k) Plan among the smaller filed plans by assets

Rainbow/Marianne Puerto Rico 401(k) Plan vs every filed plan by assets

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

$1,154,835 25th percentile higher than 25% 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

Rainbow/Marianne Puerto Rico 401(k) 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. Rainbow/Marianne Puerto Rico 401(k) Plan sits mid-pack in the medium band (648 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rainbow/Marianne Puerto Rico 401(k) Plan reported net income rose from $116K in the plan year 2022 filing to $360K in the plan year 2023 filing.
  • Rainbow/Marianne Puerto Rico 401(k) Plan end-of-year assets rose from $793K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Rainbow/Marianne Puerto Rico 401(k) Plan reported participants fell from 718 in the plan year 2022 filing to 648 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 113490636 · The New 5-7-9 & Beyond, Inc. PY 2023 · Profit Sharing

Rainbow/Marianne Puerto Rico 401(k) Plan · $1M · 648 · 25th

  • EBSA $1M
  • EBSA 648
  • EBSA 25th
  • EBSA Profit Sharing
  • EBSA near Malley Tamargo & Melendez-Sauri LLC, Retirement Plan
  • EBSA ind #3142

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 New York →

Rainbow/Marianne Puerto Rico 401(k) Plan in the asset neighbourhood

Richard L Waler Jr Cpa PA Profit Sharing Plan and TrustRichard L Waler Jr Cpa PA Pr…$1MPetrongolo Contractors, Inc. Profit Sharing PlanPetrongolo Contractors, Inc.…$1MRainbow/Marianne Puerto Rico 401(k) PlanRainbow/Marianne Puerto Rico…$1MMalley Tamargo & Melendez-Sauri LLC, Retirement PlanMalley Tamargo & Melendez-Sa…$1MDale R Schmid Dds PC Employees' Profit Sharing TrustDale R Schmid Dds PC Employe…$1M
End-of-year total assets ($M) among Rainbow/Marianne Puerto Rico 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

The New 5-7-9 & Beyond, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The New 5-7-9 & Beyond, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 89.89313635166319% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.79M $1.51M ▲ +91.1%
Year Plans Participants Total Assets
2022 1 718 $793K
2023 1 648 $1M
2024 1 907 $2M

The New 5-7-9 & Beyond, Inc. filing trail (2023)

Total Assets (Beginning of Year)$793K
Net Assets (End of Year)$1M
Net Income$360K
Employer EIN113490636
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Rainbow/Marianne Puerto Rico 401(k) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Rainbow/Marianne Puerto Rico 401(k) Plan, Total assets ($B): 0.001154835 · Participants: 648Rainbow/Marianne Puerto Rico 401(k) PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Rainbow/Marianne Puerto Rico 401(k) Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Rainbow/Marianne Puerto Rico 401(k) Plan side-by-side with 3 peers →

Rainbow/Marianne Puerto Rico 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Malley Tamargo & Melendez-Sauri LLC, Retirement Plan in PR ($1M); by covered participants it is John Knox Village of Florida, Inc. 403(b) Plan in FL (648 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (648 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 Rainbow/Marianne Puerto Rico 401(k) Plan assets move in 2023? ▼
Rainbow/Marianne Puerto Rico 401(k) Plan surged - up 45.5% during 2023, from $793K to $1M. Reported net income was $360K.
How have The New 5-7-9 & Beyond, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The New 5-7-9 & Beyond, Inc.'s sponsor-wide assets grew 89.9%, from $793K to $2M.
Where does Rainbow/Marianne Puerto Rico 401(k) Plan rank by assets among Form 5500 filers? ▼
Rainbow/Marianne Puerto Rico 401(k) Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Rainbow/Marianne Puerto Rico 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Malley Tamargo & Melendez-Sauri LLC, Retirement Plan in PR ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Rainbow/Marianne Puerto Rico 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is John Knox Village of Florida, Inc. 403(b) Plan in FL (648 participants, $5M 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 113490636.

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.