Profit Sharing · DOL Form 5500 · 2023
Rustic Oak Partners Co. Profit Sharing Plan
Data updated 2026-08-25
- $336K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 15th
- Percentile by assets National rank
- $335,869
- Avg per participant High balance/head
Official DOL plan name: Rustic Oak Partners Co. Retirement Plan · Sponsored by Rustic Oak Partners Co. · Illinois · Administrative & Support Services
$336K in assets, 1 participants
Rustic Oak Partners Co.'s Rustic Oak Partners Co. Retirement Plan reported $336K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 15th 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.
- #1,429 in Administrative & Support Services (4,372 peers)
2023 asset change
Rustic Oak Partners Co. Retirement Plan surged 168.4% in 2023 ($125K → $336K) for 1 participant.
- #1,429
- in Administrative & Support Services (4,372 peers)
- +168.4%
- assets growth YoY
Rustic Oak Partners Co. Retirement Plan among the smaller filed plans by assets
Rustic Oak Partners Co. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$335,869 15th percentile higher than 15% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Rustic Oak Partners Co. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rustic Oak Partners Co. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rustic Oak Partners Co. Retirement Plan end-of-year assets rose from $125K in the plan year 2022 filing to $336K in the plan year 2023 filing.
- Rustic Oak Partners Co. Retirement Plan reported net income rose from $125K in the plan year 2022 filing to $211K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 881786881 · Rustic Oak Partners Co. PY 2023 · Profit Sharing
Rustic Oak Partners Co. Retirement Plan · $336K · 1 · 15th
- SCH $336K
- EBSA 1
- PART 15th
- TYPE Profit Sharing
- NET near Hill County Beer Co. Retirement Plan
- BOOK ind #1429
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 Administrative & Support Services retirement plans → · Plans in Illinois →
Rustic Oak Partners Co. Retirement Plan in the asset neighbourhood
Rustic Oak Partners Co. years around the 2023 move
Sponsor-wide plan assets over time
All Rustic Oak Partners Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $134K 7.157354727354089% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1 | $125K |
| 2023 | 1 | 1 | $336K |
| 2024 | 1 | 3 | $134K |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $125K |
|---|---|
| Net Assets (End of Year) | $336K |
| Net Income | $211K |
| Employer EIN | 881786881 |
| Plan Effective Date | 2022-04-29 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.5B · 18,524
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.2B · 23,108
- Mcmaster-Carr Supply Company Profit Sharing Trust $2.7B · 4,366
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $1.8B · 16,214
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.2B · 15,604
Rustic Oak Partners Co. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is Hill County Beer Co. Retirement Plan in TX ($336K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($336K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.