401(k) · DOL Form 5500 · 2024

Ritz Charles, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
23
Participants Small participant base
33rd
Percentile by assets National rank
$124,478
Avg per participant Near avg balance/head
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Official DOL plan name: Ritz Charles, Inc. Retirement Plan · Sponsored by Ritz Charles, Inc. · Indiana · Food Services & Accommodation

$3M in assets, 23 participants

Ritz Charles, Inc.'s Ritz Charles, Inc. Retirement Plan reported $3M in total assets and 23 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,526 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Ritz Charles, Inc. Retirement Plan ranks #2,526 of 3,672 2024 filers by assets (683% of the sector average)-$3M for 23 participants.

#2,526
in Food Services & Accommodation (3,672 peers)
+21.7%
assets growth YoY

Ritz Charles, Inc. Retirement Plan among the smaller filed plans by assets

Ritz Charles, Inc. Retirement Plan vs every filed plan by assets

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

$2,862,984 33rd percentile higher than 33% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Ritz Charles, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ritz Charles, Inc. Retirement Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ritz Charles, Inc. Retirement Plan reported net income rose from $293K in the plan year 2023 filing to $510K in the plan year 2024 filing.
  • Ritz Charles, Inc. Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Ritz Charles, Inc. Retirement Plan reported participants fell from 24 in the plan year 2023 filing to 23 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 351592702 · Ritz Charles, Inc. PY 2024 · 401(k)

Ritz Charles, Inc. Retirement Plan · $3M · 23 · 33rd

  • TYPE $3M
  • TYPE 23
  • TYPE 33rd
  • TYPE 401(k)
  • TYPE near Carolina Smiles 401(k) Plan
  • TYPE ind #2526

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 Food Services & Accommodation retirement plans → · Plans in Indiana →

Ritz Charles, Inc. Retirement Plan in the asset neighbourhood

Ritz Charles, Inc. Retirement PlanRitz Charles, Inc. Retiremen…$3MCarolina Smiles 401(k) Plan$3MDanan a. Bakke 401(k) Profit Sharing PlanDanan a. Bakke 401(k) Profit…$3MIn Stepps 401(k) Plan$3MMatthew F. Linaker, D.D.S., P.C. Profit Sharing PlanMatthew F. Linaker, D.D.S., …$3M
End-of-year total assets ($M) among Ritz Charles, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$510K
Employer EIN351592702
Plan Effective Date1996-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ritz Charles, Inc.)

Sponsor-wide plan assets over time

All Ritz Charles, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 38.979873291200626% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $2.06M $2.86M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 18 $2M
2023 1 24 $2M
2024 1 23 $3M

Nearby 401(k) Plans in Indiana

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

Ritz Charles, Inc. Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Ritz Charles, Inc. Retirement Plan, Total assets ($B): 0.002862984 · Participants: 23Ritz Charles, Inc. Retirement PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Ritz Charles, Inc. Retirement Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Ritz Charles, Inc. Retirement Plan side-by-side with 3 peers →

Ritz Charles, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Carolina Smiles 401(k) Plan in NC ($3M); by covered participants it is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 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 (23 participants); asset peers above are excluded.

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 Ritz Charles, Inc. Retirement Plan assets move in 2024? ▼
Ritz Charles, Inc. Retirement Plan grew sharply - up 21.7% during 2024, from $2M to $3M. Reported net income was $510K.
How have Ritz Charles, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ritz Charles, Inc.'s sponsor-wide assets grew 39.0%, from $2M to $3M.
Which 401(k) plans are similar in size to Ritz Charles, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carolina Smiles 401(k) Plan in NC ($3M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Ritz Charles, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Metroplex General Contractors, Inc. 401(k) Profit Sharing Plan in TX (23 participants, $5M 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 351592702.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.