401(k) · DOL Form 5500 · 2023

R M Palmer Company LLC 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
587
Participants Below avg headcount
85th
Percentile by assets National rank
$81,281
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: R M Palmer Company Investment Opportunity Plan · Sponsored by R M Palmer Company LLC · Pennsylvania · Manufacturing

$48M in assets, 587 participants

R M Palmer Company LLC's R M Palmer Company Investment Opportunity Plan reported $48M in total assets and 587 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,688 in Manufacturing (18,722 peers)

Where R M Palmer Company Investment Opportunity Plan sits by assets

R M Palmer Company Investment Opportunity Plan sits in the top quartile of all filed plans by assets, $48M for 587 participants (~$81,281/participant), up 2.2% in 2023.

#14,688
in Manufacturing (18,722 peers)
+2.2%
assets growth YoY
0.5×
vs typical plan assets (national mean)

R M Palmer Company Investment Opportunity Plan's outsized position by total assets

R M Palmer Company Investment Opportunity Plan vs every filed plan by assets

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

$47,711,899 Top 15% higher than 85% 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 M Palmer Company Investment Opportunity 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 M Palmer Company Investment Opportunity Plan sits mid-pack in the medium band (587 participants).

Plan-year Form 5500 strip

Filing strip 922513241 · R M Palmer Company LLC PY 2023 · 401(k)

R M Palmer Company Investment Opportunity Plan · $48M · 587 · 85th

  • TYPE $48M
  • TYPE 587
  • TYPE 85th
  • TYPE 401(k)
  • TYPE near Meridian Compensation Partners, LLC Profit Sharing and Savings Plan
  • TYPE ind #14688

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 Manufacturing retirement plans → · Plans in Pennsylvania →

R M Palmer Company Investment Opportunity Plan in the asset neighbourhood

Smyth Companies Savings and Profit Sharing PlanSmyth Companies Savings and …$48MRichards Building Supply Co. Profit Sharing PlanRichards Building Supply Co.…$48MThe Accuride Employee Retirement and Savings Plan and TrustThe Accuride Employee Retire…$48MR M Palmer Company Investment Opportunity PlanR M Palmer Company Investmen…$48MMeridian Compensation Partners, LLC Profit Sharing and Savings PlanMeridian Compensation Partne…$48M
End-of-year total assets ($M) among R M Palmer Company Investment Opportunity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$48M
Net Income$1M
Employer EIN922513241
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R M Palmer Company LLC)

Sponsor-wide plan assets over time

All R M Palmer Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$51M 6.0966908904631945% vs 2023
2024 filing year
$47M$48M$49M$50M$51M 20232024 $47.7M $50.6M ▲ +6.1%
Year Plans Participants Total Assets
2023 1 587 $48M
2024 1 566 $51M

Nearby 401(k) Plans in Pennsylvania

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

R M Palmer Company Investment Opportunity Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants R M Palmer Company Investment Opportunity Plan, Total assets ($B): 0.047711899 · Participants: 587R M Palmer Company Investment Opportunity PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
R M Palmer Company Investment Opportunity Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare R M Palmer Company Investment Opportunity Plan side-by-side with 3 peers →

R M Palmer Company Investment Opportunity Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Meridian Compensation Partners, LLC Profit Sharing and Savings Plan in IL ($48M); by covered participants it is Mirati Therapeutics, Inc. 401(k) Plan in CA (587 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (587 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 M Palmer Company Investment Opportunity Plan assets move in 2023? ▼
R M Palmer Company Investment Opportunity Plan edged up modestly - up 2.2% during 2023, from $47M to $48M. Reported net income was $1M.
How have R M Palmer Company LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), R M Palmer Company LLC's sponsor-wide assets grew 6.1%, from $48M to $51M.
Where does R M Palmer Company Investment Opportunity Plan rank by assets among Form 5500 filers? ▼
R M Palmer Company Investment Opportunity Plan ranks in the 85th 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 M Palmer Company Investment Opportunity Plan? ▼
Among 401(k) plans in other states, the closest by assets is Meridian Compensation Partners, LLC Profit Sharing and Savings Plan in IL ($48M, 80 participants).
Which 401(k) plans cover a similar participant headcount to R M Palmer Company Investment Opportunity Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mirati Therapeutics, Inc. 401(k) Plan in CA (587 participants, $58M 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 922513241.

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.