Profit Sharing · DOL Form 5500 · 2024
R & L Investments, Inc. Profit Sharing P Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 36th
- Percentile by assets National rank
- $838,571
- Avg per participant High balance/head
Official DOL plan name: R & L Investments Inc Profit Sharing Plan · Sponsored by R & L Investments, Inc. Profit Sharing P · Illinois · Professional & Technical Services
$3M in assets, 4 participants
R & L Investments, Inc. Profit Sharing P's R & L Investments Inc Profit Sharing Plan reported $3M in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- #6,522 in Professional & Technical Services (20,173 peers)
What the 2024 filing shows
R & L Investments Inc Profit Sharing Plan holds $3M for 4 participants - about $838,571 per participant, in the lower half of filed plans by assets.
- #6,522
- in Professional & Technical Services (20,173 peers)
- +3.7%
- assets growth YoY
R & L Investments Inc Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
R & L Investments Inc Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,354,284 36th percentile higher than 36% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
R & L Investments Inc Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R & L Investments Inc Profit Sharing Plan is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- R & L Investments Inc Profit Sharing Plan reported net income fell from $130K in the plan year 2023 filing to $120K in the plan year 2024 filing.
- R & L Investments Inc Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 364043542 · R & L Investments, Inc. Profit Sharing P PY 2024 · Profit Sharing
R & L Investments Inc Profit Sharing Plan · $3M · 4 · 36th
- PHOTO $3M
- PHOTO 4
- PHOTO 36th
- PHOTO Profit Sharing
- PHOTO near C&m Associates, Inc. Retirement Trust
- PHOTO ind #6522
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 Professional & Technical Services retirement plans → · Plans in Illinois →
R & L Investments Inc Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $120K |
| Employer EIN | 364043542 |
| Plan Effective Date | 1999-08-18 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (R & L Investments, Inc. Profit Sharing P)
Sponsor-wide plan assets over time
All R & L Investments, Inc. Profit Sharing P plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 8.082041308075082% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $3M |
| 2023 | 1 | 4 | $3M |
| 2024 | 1 | 4 | $3M |
Nearby Profit Sharing Plans in Illinois
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- W. W. Grainger, Inc. Retirement Savings Plan $3.8B · 18,584
- Electrical Contractors Assoc. of the City of Chgo Union 134, IBEW Joint Pension Trust of Chgo Plan 5 $3.5B · 24,278
- Mcmaster-Carr Supply Company Profit Sharing Trust $3.0B · 4,364
- Mid-America Carpenters Regional Council Supplemental Retirement Plan $2.0B · 15,593
- Carle Foundation Hospital and Affiliates Matching Tsa Plan $1.4B · 16,059
R & L Investments Inc Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Illinois, the nearest Profit Sharing by assets is C&m Associates, Inc. Retirement Trust in TX ($3M); by covered participants it is Thrive Holdings Inc. Retirement Plan in OH (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.
- Thrive Holdings Inc. Retirement Plan (OH) 4 · 0 off
- Apg Enterprises Inc. Retirement Plan (NC) 4 · 0 off
- Megesh, Inc. Retirement Plan (NJ) 4 · 0 off
- Doug's Filter Service, Inc. Profit Sharing Plan (CA) 4 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.