401(k) · DOL Form 5500 · 2024
Rtr Financial Services Inc 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 287
- Participants Below avg headcount
- 52nd
- Percentile by assets National rank
- $29,390
- Avg per participant Low balance/head
Official DOL plan name: Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust · Sponsored by Rtr Financial Services Inc · New York · Information & Media
$8M in assets, 287 participants
Rtr Financial Services Inc's Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 287 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.
- #1,070 in Information & Media (2,822 peers)
Coverage in New York
Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust covers 287 participants in New York, about 36% of the average New York filer (state average ~798 per filing). Assets: $8M.
- #1,070
- in Information & Media (2,822 peers)
- +22.6%
- assets growth YoY
Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Information & Media and all filers
Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,434,916 Top 48% higher than 52% 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
Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (287 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust reported participants rose from 228 in the plan year 2023 filing to 287 in the plan year 2024 filing.
- Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 134032618 · Rtr Financial Services Inc PY 2024 · 401(k)
Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust · $8M · 287 · 52nd
- EBSA $8M
- PART 287
- TYPE 52nd
- NET 401(k)
- BOOK near Kelly Box and Packaging Corp. 401(k) Savings Plan
- VS-ST ind #1070
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 Information & Media retirement plans → · Plans in New York →
Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 134032618 |
| Plan Effective Date | 2003-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rtr Financial Services Inc)
Sponsor-wide plan assets over time
All Rtr Financial Services Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 76.33267858591282% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 238 | $5M |
| 2023 | 1 | 228 | $7M |
| 2024 | 1 | 287 | $8M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Rtr Financial Services Inc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Kelly Box and Packaging Corp. 401(k) Savings Plan in IN ($8M); by covered participants it is Capital Excavation Company 401(k) Retirement Savings Plan in TX (287 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (287 participants); asset peers above are excluded.
- Capital Excavation Company 401(k) Retirement Savings Plan (TX) 287 · 0 off
- Keany Produce & Gourmet and Related Entities 401(k) Plan (MD) 287 · 0 off
- Belting Company of Cincinnati, Inc. Retirement Savings Plan (OH) 287 · 0 off
- First Savings Bank Employees' Savings & Profit Sharing Plan (IN) 287 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.