401(k) · DOL Form 5500 · 2023

Rkt, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
588
Participants Below avg headcount
35th
Percentile by assets National rank
$4,964
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rkt McDonald's 401(k) Plan · Sponsored by Rkt, Inc. · Oklahoma · Food Services & Accommodation

$3M in assets, 588 participants

Rkt, Inc.'s Rkt McDonald's 401(k) Plan reported $3M in total assets and 588 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #2,728 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Rkt McDonald's 401(k) Plan ranks #2,728 of 3,828 2023 filers by assets (670% of the sector average)-$3M for 588 participants.

#2,728
in Food Services & Accommodation (3,828 peers)
+24.0%
assets growth YoY

Rkt McDonald's 401(k) Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Rkt McDonald's 401(k) Plan vs every filed plan by assets

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

$2,918,559 35th percentile higher than 35% 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

Rkt McDonald's 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. Rkt McDonald's 401(k) Plan sits mid-pack in the medium band (588 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rkt McDonald's 401(k) Plan reported net income rose from -$394K in the plan year 2022 filing to $566K in the plan year 2023 filing.
  • Rkt McDonald's 401(k) Plan reported participants rose from 391 in the plan year 2022 filing to 588 in the plan year 2023 filing.
  • Rkt McDonald's 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 731438690 · Rkt, Inc. PY 2023 · 401(k)

Rkt McDonald's 401(k) Plan · $3M · 588 · 35th

  • ASSETS $3M
  • ASSETS 588
  • ASSETS 35th
  • ASSETS 401(k)
  • ASSETS near G&d Enterprises Retirement Plan
  • ASSETS ind #2728

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 Food Services & Accommodation retirement plans → · Plans in Oklahoma →

Rkt McDonald's 401(k) Plan in the asset neighbourhood

Rkt McDonald's 401(k) Plan$3MG&d Enterprises Retirement PlanG&d Enterprises Retirement P…$3MM & M Consulting, LLC 401(k) PlanM & M Consulting, LLC 401(k)…$3MThe 401(k) Savings Plan$3MEcopax-Pando 401(k) Profit Sharing PlanEcopax-Pando 401(k) Profit S…$3M
End-of-year total assets ($M) among Rkt McDonald's 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$566K
Employer EIN731438690
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rkt, Inc.)

Sponsor-wide plan assets over time

All Rkt, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.99813571074116% vs 2022
2023 filing year
$2.2M$2.4M$2.6M$2.8M$3M 20222023 $2.35M $2.92M ▲ +24.3%
Year Plans Participants Total Assets
2022 1 391 $2M
2023 1 588 $3M

Nearby 401(k) Plans in Oklahoma

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

Rkt McDonald's 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Rkt McDonald's 401(k) Plan, Total assets ($B): 0.002918559 · Participants: 588Rkt McDonald's 401(k) PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Rkt McDonald's 401(k) Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Rkt McDonald's 401(k) Plan side-by-side with 3 peers →

Rkt McDonald's 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is G&d Enterprises Retirement Plan in CO ($3M); by covered participants it is Autocam Medical Devices, LLC 401(k) Employee Savings Plan in MI (588 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

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 Rkt McDonald's 401(k) Plan assets move in 2023? ▼
Rkt McDonald's 401(k) Plan grew sharply - up 24.0% during 2023, from $2M to $3M. Reported net income was $566K.
How have Rkt, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Rkt, Inc.'s sponsor-wide assets grew 24.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Rkt McDonald's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is G&d Enterprises Retirement Plan in CO ($3M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Rkt McDonald's 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Autocam Medical Devices, LLC 401(k) Employee Savings Plan in MI (588 participants, $44M 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 731438690.

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.