401(k) · DOL Form 5500 · 2024

Ray Stone Incorporated 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 172
Participants Small participant base: 51st
Percentile by assets National rank: $46,636
Avg per participant Low balance/head

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Official DOL plan name: Rsi 401(k) Plan · Sponsored by Ray Stone Incorporated · California · Real Estate

$8M in assets, 172 participants

Ray Stone Incorporated's Rsi 401(k) Plan reported $8M in total assets and 172 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

#3,210 in Real Estate (4,605 peers)

Coverage in California

Rsi 401(k) Plan covers 172 participants in California, about 27% of the average California filer (state average ~630 per filing). Assets: $8M.

#3,210
in Real Estate (4,605 peers): +0.8%
assets growth YoY

Rsi 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Rsi 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$8,021,336 Top 49% higher than 51% 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

Rsi 401(k) Plan 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. Rsi 401(k) Plan sits mid-pack in the medium band (172 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Rsi 401(k) Plan reported net income fell from $727K in the plan year 2023 filing to $60K in the plan year 2024 filing.
Rsi 401(k) Plan reported participants rose from 135 in the plan year 2023 filing to 172 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 941736828 · Ray Stone Incorporated PY 2024 · 401(k)

Rsi 401(k) Plan · $8M · 172 · 51st

VS-ST $8M
VS-ST 172
VS-ST 51st
VS-ST 401(k)
VS-ST near Distribution Alternatives Retirement Savings Plan
VS-ST ind #3210

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 Real Estate retirement plans → · Plans in California →

End-of-year total assets ($M) among Rsi 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$8M
Net Income	$60K
Employer EIN	941736828
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ray Stone Incorporated)

Latest sponsor-wide plan assets: $8M 10.875810333314304% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	129	$7M
2023	1	135	$8M
2024	1	172	$8M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rsi 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Rsi 401(k) Plan side-by-side with 3 peers →

Rsi 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Distribution Alternatives Retirement Savings Plan in MN ($8M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Distribution Alternatives Retirement Savings Plan (MN) $8M · 310
Solinsky Eyecare LLC 401(k) Profit Sharing Plan & Trust (CT) $8M · 102
M. W. Waldrop Company, Inc. 401(k) Plan (TX) $8M · 20
Greenskies 401(k) Plan (CT) $8M · 97

Similar participant headcount

Nearest other-state filings by covered participants (172 participants); asset peers above are excluded.

Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan (HI) 172 · 0 off
The Milk Shake Factory 401(k) Plan (PA) 172 · 0 off
Lifeline Foods 401(k) Retirement Plan (MO) 172 · 0 off
Superior National Bank 401(k) & Profit Sharing Plan (MI) 172 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rsi 401(k) Plan assets move in 2024? ▼

Rsi 401(k) Plan held essentially flat - up 0.8% during 2024, from $8M to $8M. Reported net income was $60K.

How have Ray Stone Incorporated plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ray Stone Incorporated's sponsor-wide assets grew 10.9%, from $7M to $8M.

Which 401(k) plans are similar in size to Rsi 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Distribution Alternatives Retirement Savings Plan in MN ($8M, 310 participants).

Which 401(k) plans cover a similar participant headcount to Rsi 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (172 participants, $999K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941736828.