401(k) · DOL Form 5500 · 2024

Rfr Holding LLC 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
84
Participants Small participant base
71st
Percentile by assets National rank
$247,816
Avg per participant Above avg balance/head
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Official DOL plan name: Rfr Holding LLC 401(k) Profit Sharing Plan and Trust · Sponsored by Rfr Holding LLC · New York · Real Estate

$21M in assets, 84 participants

Rfr Holding LLC's Rfr Holding LLC 401(k) Profit Sharing Plan and Trust reported $21M in total assets and 84 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #3,919 in Real Estate (4,605 peers)

Rfr Holding LLC multi-year trail

Rfr Holding LLC's plans moved +41.2% in assets from 2022 to 2024; this filing shows Rfr Holding LLC 401(k) Profit Sharing Plan and Trust at $21M / 84 participants.

#3,919
in Real Estate (4,605 peers)
+11.6%
assets growth YoY

Rfr Holding LLC 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Rfr Holding LLC 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$20,816,583 Top 29% higher than 71% 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

Rfr Holding LLC 401(k) Profit Sharing Plan and Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rfr Holding LLC 401(k) Profit Sharing Plan and Trust is a small filing (84 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rfr Holding LLC 401(k) Profit Sharing Plan and Trust reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Rfr Holding LLC 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $19M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Rfr Holding LLC 401(k) Profit Sharing Plan and Trust reported participants rose from 83 in the plan year 2023 filing to 84 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 133909425 · Rfr Holding LLC PY 2024 · 401(k)

Rfr Holding LLC 401(k) Profit Sharing Plan and Trust · $21M · 84 · 71st

  • BOY $21M
  • BOY 84
  • BOY 71st
  • BOY 401(k)
  • BOY near Gleason Research Associates, Inc. 401(k) Profit Sharing Plan
  • BOY ind #3919

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 New York →

Rfr Holding LLC 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Rfr Holding LLC 401(k) Profit Sharing Plan and TrustRfr Holding LLC 401(k) Profi…$21MGleason Research Associates, Inc. 401(k) Profit Sharing PlanGleason Research Associates,…$21MMind Research Institute 401(k) PlanMind Research Institute 401(…$21MI.a.T.S.E. Local Union No 51 Defined Contribution Pension PlanI.a.T.S.E. Local Union No 51…$21MAsc Process System, Inc. 401(k) PlanAsc Process System, Inc. 401…$21M
End-of-year total assets ($M) among Rfr Holding LLC 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rfr Holding LLC multi-year asset trail

Sponsor-wide plan assets over time

All Rfr Holding LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 41.193789356513896% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.7M $20.8M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 83 $15M
2023 1 83 $19M
2024 1 84 $21M

Rfr Holding LLC filing trail (2024)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN133909425
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Rfr Holding LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Rfr Holding LLC 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.020816583 · Participants: 84Rfr Holding LLC 401(k) Profit Sharing Plan and TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Rfr Holding LLC 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rfr Holding LLC 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Rfr Holding LLC 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Gleason Research Associates, Inc. 401(k) Profit Sharing Plan in AL ($21M); by covered participants it is Sentrillion Savings Investment Plan in AZ (84 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Rfr Holding LLC 401(k) Profit Sharing Plan and Trust assets move in 2024? ▼
Rfr Holding LLC 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 11.6% during 2024, from $19M to $21M. Reported net income was $2M.
How have Rfr Holding LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rfr Holding LLC's sponsor-wide assets grew 41.2%, from $15M to $21M.
Which 401(k) plans are similar in size to Rfr Holding LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gleason Research Associates, Inc. 401(k) Profit Sharing Plan in AL ($21M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Rfr Holding LLC 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sentrillion Savings Investment Plan in AZ (84 participants, N/A 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 133909425.

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.