401(k) · DOL Form 5500 · 2023
Refuge Mercantile and Service Company 401(k) Plan
Data updated 2026-08-25
- $383K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 16th
- Percentile by assets National rank
- $191,352
- Avg per participant Above avg balance/head
Official DOL plan name: Refuge Mercantile and Service Company 401(k) Plan · Sponsored by Refuge Mercantile and Service Company · Georgia · Retail Trade
$383K in assets, 2 participants
Refuge Mercantile and Service Company's Refuge Mercantile and Service Company 401(k) Plan reported $383K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.
- #2,147 in Retail Trade (8,414 peers)
Refuge Mercantile and Service Company multi-year trail
Refuge Mercantile and Service Company's plans moved -21.1% in assets from 2022 to 2024; this filing shows Refuge Mercantile and Service Company 401(k) Plan at $383K / 2 participants.
- #2,147
- in Retail Trade (8,414 peers)
- -19.7%
- assets change YoY
The plan reported a net loss of $94K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Refuge Mercantile and Service Company 401(k) Plan among the smaller filed plans by assets
Refuge Mercantile and Service Company 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$382,704 16th percentile higher than 16% 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
Refuge Mercantile and Service Company 401(k) 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. Refuge Mercantile and Service Company 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Refuge Mercantile and Service Company 401(k) Plan reported net income fell from -$39K in the plan year 2022 filing to -$94K in the plan year 2023 filing.
- Refuge Mercantile and Service Company 401(k) Plan end-of-year assets fell from $477K in the plan year 2022 filing to $383K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 854027479 · Refuge Mercantile and Service Company PY 2023 · 401(k)
Refuge Mercantile and Service Company 401(k) Plan · $383K · 2 · 16th
- IND $383K
- EOY 2
- 5500 16th
- ASSETS 401(k)
- PCT near Jem Manufacturing Inc. 401(k) Plan
- EIN ind #2147
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 Retail Trade retirement plans → · Plans in Georgia →
Refuge Mercantile and Service Company 401(k) Plan in the asset neighbourhood
Refuge Mercantile and Service Company multi-year asset trail
Sponsor-wide plan assets over time
All Refuge Mercantile and Service Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $376K 21.120358756434083% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $477K |
| 2023 | 1 | 2 | $383K |
| 2024 | 1 | 2 | $376K |
Refuge Mercantile and Service Company filing trail (2023)
| Total Assets (Beginning of Year) | $477K |
|---|---|
| Net Assets (End of Year) | $383K |
| Net Income | -$94K |
| Employer EIN | 854027479 |
| Plan Effective Date | 2020-11-21 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $17.2B · 510,511
- Delta 401(k) Retirement Plan $16.2B · 83,136
- Delta 401(k) Retirement Plan for Pilots $13.7B · 13,283
- UPS 401(k) Savings Plan $13.1B · 102,231
- The Home Depot Futurebuilder $12.6B · 413,365
Refuge Mercantile and Service Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Jem Manufacturing Inc. 401(k) Plan in CT ($383K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($383K here).
- Jem Manufacturing Inc. 401(k) Plan (CT) $383K · 9
- Wits Solutions Inc. 401(k) Plan (VA) $383K · 114
- Wilmington Machinery, Inc. 401(k) Plan (NC) $383K · 21
- Tricord Investment Group, Inc. 401(k) Profit Sharing Plan (AL) $383K · N/A
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.