Profit Sharing · DOL Form 5500 · 2024

Real Lifestyle Management Inc Profit Sharing Plan

Data updated 2026-08-25

$625K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$625,268
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Real Lifestyle Management Inc Retirement Plan · Sponsored by Real Lifestyle Management Inc · Connecticut · Finance & Insurance

$625K in assets, 1 participants

Real Lifestyle Management Inc's Real Lifestyle Management Inc Retirement Plan reported $625K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #906 in Finance & Insurance (8,549 peers)

Real Lifestyle Management Inc multi-year trail

Real Lifestyle Management Inc's plans moved +40.9% in assets from 2022 to 2024; this filing shows Real Lifestyle Management Inc Retirement Plan at $625K / 1 participant.

#906
in Finance & Insurance (8,549 peers)
+39.5%
assets growth YoY

Real Lifestyle Management Inc Retirement Plan among the smaller filed plans by assets

Real Lifestyle Management Inc Retirement Plan vs every filed plan by assets

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

$625,268 19th percentile higher than 19% 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

Real Lifestyle Management Inc Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Real Lifestyle Management Inc Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Real Lifestyle Management Inc Retirement Plan reported net income rose from $5K in the plan year 2023 filing to $177K in the plan year 2024 filing.
  • Real Lifestyle Management Inc Retirement Plan end-of-year assets rose from $448K in the plan year 2023 filing to $625K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 471934459 · Real Lifestyle Management Inc PY 2024 · Profit Sharing

Real Lifestyle Management Inc Retirement Plan · $625K · 1 · 19th

  • ASSETS $625K
  • PCT 1
  • EIN 19th
  • RANK Profit Sharing
  • PHOTO near James E Newman Dds Profit Sharing Plan
  • IND ind #906

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 Finance & Insurance retirement plans → · Plans in Connecticut →

Real Lifestyle Management Inc Retirement Plan in the asset neighbourhood

Real Lifestyle Management Inc Retirement PlanReal Lifestyle Management In…$625KJames E Newman Dds Profit Sharing PlanJames E Newman Dds Profit Sh…$625KDoublenickel Investments Inc. Retirement PlanDoublenickel Investments Inc…$625K5 Dog Ranch, Inc. Retirement Plan5 Dog Ranch, Inc. Retirement…$625KSts Kiley Corp. Retirement PlanSts Kiley Corp. Retirement P…$625K
End-of-year total assets ($M) among Real Lifestyle Management Inc Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Real Lifestyle Management Inc multi-year asset trail

Sponsor-wide plan assets over time

All Real Lifestyle Management Inc plans reported in each filing year

Latest sponsor-wide plan assets
$625K 40.94580308054361% vs 2022
2024 filing year
$0.4M$0.5M$0.6M$0.7M 202220232024 $0.44M $0.63M ▲ +43.2%
Year Plans Participants Total Assets
2022 1 1 $444K
2023 1 1 $448K
2024 1 1 $625K

Real Lifestyle Management Inc filing trail (2024)

Total Assets (Beginning of Year)$448K
Net Assets (End of Year)$625K
Net Income$177K
Employer EIN471934459
Plan Effective Date2014-09-25
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Connecticut

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Real Lifestyle Management Inc Retirement Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.5 Total assets ($B) Participants Real Lifestyle Management Inc Retirement Plan, Total assets ($B): 0.000625268 · Participants: 1Real Lifestyle Management Inc Retirement PlanNorth Atlantic States Carpenters Annuity Plan, Total assets ($B): 1.340089089 · Participants: 10631North Atlantic States Carpenters Annuity PlanConnecticut Children's Retirement Savings Plan, Total assets ($B): 0.540767273 · Participants: 3179Connecticut Children's Retirement Savings PlanConnecticut Pipetrades Local No. 777 Annuity Plan, Total assets ($B): 0.276525817 · Participants: 2660Connecticut Pipetrades Local No. 777 Annuity PlanConnecticut Laborers' Annuity Plan, Total assets ($B): 0.274215777 · Participants: 3043Connecticut Laborers' Annuity PlanBridgeport Hospital Employer Contribution Retirement Plan, Total assets ($B): 0.253791194 · Participants: 4331Bridgeport Hospital Employer Contribution Retirement Plan
Real Lifestyle Management Inc Retirement Plan vs. nearby Profit Sharing plans in Connecticut, assets vs. participants

Real Lifestyle Management Inc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Connecticut, the nearest Profit Sharing by assets is James E Newman Dds Profit Sharing Plan in TN ($625K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($625K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Real Lifestyle Management Inc Retirement Plan assets move in 2024?
Real Lifestyle Management Inc Retirement Plan surged - up 39.5% during 2024, from $448K to $625K. Reported net income was $177K.
How have Real Lifestyle Management Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Real Lifestyle Management Inc's sponsor-wide assets grew 40.9%, from $444K to $625K.
Where does Real Lifestyle Management Inc Retirement Plan rank by assets among Form 5500 filers?
Real Lifestyle Management Inc Retirement Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Real Lifestyle Management Inc Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is James E Newman Dds Profit Sharing Plan in TN ($625K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Real Lifestyle Management Inc Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A in assets).