Profit Sharing · DOL Form 5500 · 2023
R&j Capital Group Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 13
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $103,846
- Avg per participant Below avg balance/head
Official DOL plan name: R&j Capital Group Inc. Retirement Plan · Sponsored by R&j Capital Group Inc. · Texas · Healthcare & Social Assistance
$1M in assets, 13 participants
R&j Capital Group Inc.'s R&j Capital Group Inc. Retirement Plan reported $1M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #4,038 in Healthcare & Social Assistance (17,684 peers)
R&j Capital Group Inc. multi-year trail
R&j Capital Group Inc.'s plans moved -12.0% in assets from 2022 to 2024; this filing shows R&j Capital Group Inc. Retirement Plan at $1M / 13 participants.
- #4,038
- in Healthcare & Social Assistance (17,684 peers)
- +8.0%
- assets growth YoY
R&j Capital Group Inc. Retirement Plan among the smaller filed plans by assets
R&j Capital Group Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,350,000 26th percentile higher than 26% 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&j Capital Group Inc. Retirement Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R&j Capital Group Inc. Retirement Plan is a small filing (13 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- R&j Capital Group Inc. Retirement Plan reported net income rose from -$250K in the plan year 2022 filing to $100K in the plan year 2023 filing.
- R&j Capital Group Inc. Retirement Plan reported participants rose from 10 in the plan year 2022 filing to 13 in the plan year 2023 filing.
- R&j Capital Group Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 465429380 · R&j Capital Group Inc. PY 2023 · Profit Sharing
R&j Capital Group Inc. Retirement Plan · $1M · 13 · 26th
- SCH $1M
- SCH 13
- SCH 26th
- SCH Profit Sharing
- SCH near Holiday Properties, Inc. Profit Sharing Plan
- SCH ind #4038
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
R&j Capital Group Inc. Retirement Plan in the asset neighbourhood
R&j Capital Group Inc. multi-year asset trail
Sponsor-wide plan assets over time
All R&j Capital Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 12% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $1M |
| 2023 | 1 | 13 | $1M |
| 2024 | 1 | 17 | $1M |
R&j Capital Group Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $100K |
| Employer EIN | 465429380 |
| Plan Effective Date | 2014-04-16 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
R&j Capital Group Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Holiday Properties, Inc. Profit Sharing Plan in FL ($1M); by covered participants it is Tile & Light Art of Durango Inc. Retirement Plan in CO (13 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (13 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.