Profit Sharing · DOL Form 5500 · 2024

Rl Barron Holdings Inc. Profit Sharing Plan

Data updated 2026-08-06

$735K
Total assets
5
Participants
21st
Percentile by assets
$147,000
Avg per participant
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Official DOL plan name: Rl Barron Holdings Inc. Retirement Plan · Sponsored by Rl Barron Holdings Inc. · Georgia · Other Services

$735K in assets, 5 participants

Rl Barron Holdings Inc.'s Rl Barron Holdings Inc. Retirement Plan reported $735K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • 21st percentile by assets (of 116,472 plans)

Other Services sector rank

Within Other Services, Rl Barron Holdings Inc. Retirement Plan ranks #3,145 of 7,135 2024 filers by assets (2679% of the sector average)-$735K for 5 participants.

$735K
total plan assets (2024 EOY)
5
covered participants
21st
percentile by assets (of 116,472 plans)
$147,000
avg assets per participant

The plan reported a net loss of $85K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rl Barron Holdings Inc. Retirement Plan reported net income fell from -$40K in the plan year 2023 filing to -$85K in the plan year 2024 filing.
  • Rl Barron Holdings Inc. Retirement Plan end-of-year assets fell from $820K in the plan year 2023 filing to $735K in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Rank #3,145 in Other Services

Among 7,135 Other Services plans that filed a Form 5500 for plan year 2024, Rl Barron Holdings Inc. Retirement Plan ranks #3,145 by end-of-year assets - about 2679% of the sector average of $20M. Nationally it sits in the 21st percentile, a stronger position within its industry than across all filers.

Other Services filing particulars

Total Assets (Beginning of Year)$820K
Net Assets (End of Year)$735K
Net Income-$85K
Employer EIN462164732
Plan Effective Date2013-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rl Barron Holdings Inc.)

$0.7M$0.75M$0.8M$0.85M$0.9M 202220232024 $0.86M $0.73M ▼ -15.1%
Total plan assets by year, all Rl Barron Holdings Inc. plans on file
Year Plans Participants Total Assets
2022 1 6 $860K
2023 1 5 $820K
2024 1 5 $735K

Nearby Profit Sharing Plans in Georgia

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

Rl Barron Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants

Rl Barron Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Rl Barron Holdings I…Emory University Ret…Crh Americas 401(k) …Emory Healthcare, In…The Emory Clinic, In…Childrens Healthcare…
Rl Barron Holdings Inc. Retirement Plan vs. nearby Profit Sharing plans in Georgia, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Rl Barron Holdings Inc. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Rl Barron Holdings Inc. Retirement Plan assets move in 2024?
Rl Barron Holdings Inc. Retirement Plan pulled back noticeably - down 10.4% during 2024, from $820K to $735K. Reported net income was -$85K.
How have Rl Barron Holdings Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Rl Barron Holdings Inc.'s sponsor-wide assets declined 14.5%, from $860K to $735K.
Where does Rl Barron Holdings Inc. Retirement Plan rank by assets among Form 5500 filers?
Rl Barron Holdings Inc. Retirement Plan ranks in the 21st percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Rl Barron Holdings Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Bauer Software Group, Inc. Retirement Plan in OR ($735K, 6 participants).

Next read for Rl Barron Holdings Inc. Retirement Plan

Filing takeaways

Ways to act on Rl Barron Holdings Inc. Retirement Plan's numbers.

  • By total assets, Rl Barron Holdings Inc. Retirement Plan ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Georgia. Compare plans
  • Rl Barron Holdings Inc.'s sponsor-wide assets have declined 14.5% since 2022 across 3 plan years on file. More Other Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 462164732.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.