401(k) · DOL Form 5500 · 2023
Rbr Alliance, Inc. 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 320
- Participants Below avg headcount
- 48th
- Percentile by assets National rank
- $18,833
- Avg per participant Low balance/head
Official DOL plan name: Rbr Alliance, Inc. 401(k) Plan · Sponsored by Rbr Alliance, Inc. · Indiana · Healthcare & Social Assistance
$6M in assets, 320 participants
Rbr Alliance, Inc.'s Rbr Alliance, Inc. 401(k) Plan reported $6M in total assets and 320 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #9,333 in Healthcare & Social Assistance (17,684 peers)
What the 2023 filing shows
Rbr Alliance, Inc. 401(k) Plan holds $6M for 320 participants - about $18,833 per participant, in the lower half of filed plans by assets.
- #9,333
- in Healthcare & Social Assistance (17,684 peers)
- -0.1%
- assets change YoY
The plan reported a net loss of $7K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rbr Alliance, Inc. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Rbr Alliance, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,026,574 48th percentile higher than 48% 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
Rbr Alliance, Inc. 401(k) 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. Rbr Alliance, Inc. 401(k) Plan sits mid-pack in the medium band (320 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rbr Alliance, Inc. 401(k) Plan reported net income rose from -$90K in the plan year 2022 filing to -$7K in the plan year 2023 filing.
- Rbr Alliance, Inc. 401(k) Plan reported participants rose from 292 in the plan year 2022 filing to 320 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 841755614 · Rbr Alliance, Inc. PY 2023 · 401(k)
Rbr Alliance, Inc. 401(k) Plan · $6M · 320 · 48th
- EBSA $6M
- EBSA 320
- EBSA 48th
- EBSA 401(k)
- EBSA near Sea Fresh U.S.a., Inc. 401(k) Plan
- EBSA ind #9333
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 Indiana →
Rbr Alliance, Inc. 401(k) Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | -$7K |
| Employer EIN | 841755614 |
| Plan Effective Date | 2014-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rbr Alliance, Inc.)
Sponsor-wide plan assets over time
All Rbr Alliance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 9.551943198184834% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 292 | $6M |
| 2023 | 1 | 320 | $6M |
| 2024 | 1 | 340 | $7M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $11.1B · 17,583
- Elevance Health 401(k) Plan $11.0B · 76,590
- Cummins Retirement and Savings Plan $5.7B · 28,381
- Iu Health 401(k) Savings Plan $3.9B · 38,575
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $2.6B · 9,015
Rbr Alliance, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Sea Fresh U.S.a., Inc. 401(k) Plan in RI ($6M); by covered participants it is Loudpack Retirement Savings Plan 401(k) Plan & Trust in CA (320 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (320 participants); asset peers above are excluded.
- Loudpack Retirement Savings Plan 401(k) Plan & Trust (CA) 320 · 0 off
- S. D. Ireland Companies 401(k) Plan (VT) 320 · 0 off
- Ravenswood Family Health Center 403(b) Plan (CA) 320 · 0 off
- 401(k) Plan of Peoplesbank, a Codorus Valley Company (PA) 320 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.