401(k) · DOL Form 5500 · 2023

Rlb Cpas, Inc. 401(k) Plan

Data updated 2026-08-25

$843K
Total assets Small plan by assets
11
Participants Small participant base
22nd
Percentile by assets National rank
$76,680
Avg per participant Below avg balance/head
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Official DOL plan name: Rlb Cpas, Inc. Profit Sharing and 401(k) Plan · Sponsored by Rlb Cpas, Inc. · Ohio · Professional & Technical Services

$843K in assets, 11 participants

Rlb Cpas, Inc.'s Rlb Cpas, Inc. Profit Sharing and 401(k) Plan reported $843K in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,511 in Professional & Technical Services (20,321 peers)

2023 asset change

Rlb Cpas, Inc. Profit Sharing and 401(k) Plan declined sharply 22.7% in 2023 ($1M → $843K) for 11 participants.

#3,511
in Professional & Technical Services (20,321 peers)
-22.7%
assets change YoY

The plan reported a net loss of $247K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rlb Cpas, Inc. Profit Sharing and 401(k) Plan among the smaller filed plans by assets

Rlb Cpas, Inc. Profit Sharing and 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$843,484 22nd percentile higher than 22% of 127,068 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 2023

Rlb Cpas, Inc. Profit Sharing and 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rlb Cpas, Inc. Profit Sharing and 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rlb Cpas, Inc. Profit Sharing and 401(k) Plan reported net income fell from $89K in the plan year 2022 filing to -$247K in the plan year 2023 filing.
  • Rlb Cpas, Inc. Profit Sharing and 401(k) Plan end-of-year assets fell from $1M in the plan year 2022 filing to $843K in the plan year 2023 filing.
  • Rlb Cpas, Inc. Profit Sharing and 401(k) Plan reported participants fell from 12 in the plan year 2022 filing to 11 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 341323620 · Rlb Cpas, Inc. PY 2023 · 401(k)

Rlb Cpas, Inc. Profit Sharing and 401(k) Plan · $843K · 11 · 22nd

  • BOY $843K
  • BOY 11
  • BOY 22nd
  • BOY 401(k)
  • BOY near Sommerfield Industries 401(k) Plan
  • BOY ind #3511

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 Ohio →

Rlb Cpas, Inc. Profit Sharing and 401(k) Plan in the asset neighbourhood

Rlb Cpas, Inc. Profit Sharing and 401(k) PlanRlb Cpas, Inc. Profit Sharin…$843KSommerfield Industries 401(k) PlanSommerfield Industries 401(k…$843KAdvantmed 401(k) and Profit Sharing PlanAdvantmed 401(k) and Profit …$844KSierra Foothills Construction Company 401(k) Profit Sharing PlanSierra Foothills Constructio…$843KCharles W. Page, M.D., P.a. 401(k) PlanCharles W. Page, M.D., P.a. …$844K
End-of-year total assets ($M) among Rlb Cpas, Inc. Profit Sharing and 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rlb Cpas, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Rlb Cpas, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$986K 9.61781746177258% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $1.09M $0.99M ▼ -9.2%
Year Plans Participants Total Assets
2022 1 12 $1M
2023 1 11 $843K
2024 1 9 $986K

2023 asset-move particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$843K
Net Income-$247K
Employer EIN341323620
Plan Effective Date1981-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Rlb Cpas, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Rlb Cpas, Inc. Profit Sharing and 401(k) Plan, Total assets ($B): 0.000843484 · Participants: 11Rlb Cpas, Inc. Profit Sharing and 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Rlb Cpas, Inc. Profit Sharing and 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Rlb Cpas, Inc. Profit Sharing and 401(k) Plan side-by-side with 3 peers →

Rlb Cpas, Inc. Profit Sharing and 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Sommerfield Industries 401(k) Plan in TX ($843K); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rlb Cpas, Inc. Profit Sharing and 401(k) Plan assets move in 2023? ▼
Rlb Cpas, Inc. Profit Sharing and 401(k) Plan declined sharply - down 22.7% during 2023, from $1M to $843K. Reported net income was -$247K.
How have Rlb Cpas, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rlb Cpas, Inc.'s sponsor-wide assets declined 9.6%, from $1M to $986K.
Where does Rlb Cpas, Inc. Profit Sharing and 401(k) Plan rank by assets among Form 5500 filers? ▼
Rlb Cpas, Inc. Profit Sharing and 401(k) Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Rlb Cpas, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sommerfield Industries 401(k) Plan in TX ($843K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Rlb Cpas, Inc. Profit Sharing and 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is True Colors International, Inc. Retirement Plan in CA (11 participants, $863K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341323620.

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.