RBG MANAGEMENT LOCAL 1262 PROFIT SHARING PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
RBG MANAGEMENT CO., INC.
This 401(k) plan holds $544K in total assets and serves 40 participants as of 2023. It is sponsored by RBG MANAGEMENT CO., INC. in New York. The plan reported positive net income of $76K for the year.
What the Filing Says About RBG MANAGEMENT LOCAL 1262 PROFIT SHARING PLAN
RBG MANAGEMENT LOCAL 1262 PROFIT SHARING PLAN is a 401(k) retirement plan sponsored by RBG MANAGEMENT CO., INC., headquartered in New York. As of the 2023 Form 5500 filing, the plan reports $544K in total end-of-year assets and covers 40 participants across the Administrative & Support Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 133148758, and the plan has been effective since 2010-08-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $468K at the beginning of 2023 to $544K at year-end — a gain of 16.3%. Net assets (after liabilities) closed the year at $544K, with reported net income of $76K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $468K |
| Total Assets (End of Year) | $544K |
| Net Assets (End of Year) | $544K |
| Net Income | $76K |
| Plan Type | 401(k) |
| Employer EIN | 133148758 |
| Plan Effective Date | 2010-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (RBG MANAGEMENT CO., INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 45 | $468K |
| 2023 | 2 | 80 | $1M |
Nearby 401(k) Plans in New York
Peer 401(k) plans — same state, same plan type — ranked by total assets.
- IBM 401 (K) PLUS PLAN $57.4B · 54,912
- PFIZER SAVINGS PLAN $19.6B · 30,033
- MORGAN STANLEY 401(K) PLAN $19.2B · 55,363
- THE PEPSICO SAVINGS PLAN $13.7B · 133,597
- THE GOLDMAN SACHS 401(K) PLAN $11.4B · 24,866
Related Data
Guides
Frequently Asked Questions
How much money is in the RBG MANAGEMENT LOCAL 1262 PROFIT SHARING PLAN? ▼
What type of plan is RBG MANAGEMENT LOCAL 1262 PROFIT SHARING PLAN? ▼
Who sponsors the RBG MANAGEMENT LOCAL 1262 PROFIT SHARING PLAN? ▼
How did RBG MANAGEMENT LOCAL 1262 PROFIT SHARING PLAN perform in 2023? ▼
Where can I find official filings for RBG MANAGEMENT LOCAL 1262 PROFIT SHARING PLAN? ▼
How does RBG MANAGEMENT LOCAL 1262 PROFIT SHARING PLAN compare to other plans? ▼
Explore PlainRetire
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 133148758.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.