401(k) · DOL Form 5500 · 2023
R.a. Rodriguez, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $457,667
- Avg per participant High balance/head
Official DOL plan name: R.a. Rodriguez, Inc. 401(k) Retirement Plan · Sponsored by R.a. Rodriguez, Inc. · New York · Wholesale Trade
$4M in assets, 8 participants
R.a. Rodriguez, Inc.'s R.a. Rodriguez, Inc. 401(k) Retirement Plan reported $4M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #1,756 in Wholesale Trade (6,309 peers)
2023 asset change
R.a. Rodriguez, Inc. 401(k) Retirement Plan grew sharply 20.8% in 2023 ($3M → $4M) for 8 participants.
- #1,756
- in Wholesale Trade (6,309 peers)
- +20.8%
- assets growth YoY
R.a. Rodriguez, Inc. 401(k) Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers
R.a. Rodriguez, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,661,339 39th percentile higher than 39% 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
R.a. Rodriguez, Inc. 401(k) 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. R.a. Rodriguez, Inc. 401(k) Retirement Plan is a micro filing (8 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- R.a. Rodriguez, Inc. 401(k) Retirement Plan reported net income rose from -$838K in the plan year 2022 filing to $630K in the plan year 2023 filing.
- R.a. Rodriguez, Inc. 401(k) Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 112255512 · R.a. Rodriguez, Inc. PY 2023 · 401(k)
R.a. Rodriguez, Inc. 401(k) Retirement Plan · $4M · 8 · 39th
- NET $4M
- BOOK 8
- VS-ST 39th
- BOY 401(k)
- SCH near Physician Directed Partners, Inc. 401(k) Retirement Plan
- EBSA ind #1756
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 Wholesale Trade retirement plans → · Plans in New York →
R.a. Rodriguez, Inc. 401(k) Retirement Plan in the asset neighbourhood
R.a. Rodriguez, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All R.a. Rodriguez, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 5.8493697869222245% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $3M |
| 2023 | 1 | 8 | $4M |
| 2024 | 1 | 8 | $3M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $630K |
| Employer EIN | 112255512 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
R.a. Rodriguez, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Physician Directed Partners, Inc. 401(k) Retirement Plan in TX ($4M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.