Profit Sharing · DOL Form 5500 · 2024

Rio Bravo Wealth Strategies Inc. Profit Sharing Plan

Data updated 2026-08-25

$230K
Total assets Small plan by assets
2
Participants Small participant base
11th
Percentile by assets National rank
$115,000
Avg per participant Below avg balance/head
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Official DOL plan name: Rio Bravo Wealth Strategies Inc. Retirement Plan · Sponsored by Rio Bravo Wealth Strategies Inc. · Texas · Food Services & Accommodation

$230K in assets, 2 participants

Rio Bravo Wealth Strategies Inc.'s Rio Bravo Wealth Strategies Inc. Retirement Plan reported $230K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 11th 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.

  • #1,078 in Food Services & Accommodation (3,672 peers)

2024 asset change

Rio Bravo Wealth Strategies Inc. Retirement Plan surged 64.3% in 2024 ($140K → $230K) for 2 participants.

#1,078
in Food Services & Accommodation (3,672 peers)
+64.3%
assets growth YoY

Rio Bravo Wealth Strategies Inc. Retirement Plan among the smaller filed plans by assets

Rio Bravo Wealth Strategies Inc. Retirement Plan vs every filed plan by assets

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

$230,000 11th percentile higher than 11% 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

Rio Bravo Wealth Strategies 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. Rio Bravo Wealth Strategies Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rio Bravo Wealth Strategies Inc. Retirement Plan reported net income rose from -$86K in the plan year 2023 filing to $90K in the plan year 2024 filing.
  • Rio Bravo Wealth Strategies Inc. Retirement Plan end-of-year assets rose from $140K in the plan year 2023 filing to $230K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 883903816 · Rio Bravo Wealth Strategies Inc. PY 2024 · Profit Sharing

Rio Bravo Wealth Strategies Inc. Retirement Plan · $230K · 2 · 11th

  • 5500 $230K
  • 5500 2
  • 5500 11th
  • 5500 Profit Sharing
  • 5500 near Algar Painting Perfection, Inc. Retirement Plan
  • 5500 ind #1078

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 Texas →

Rio Bravo Wealth Strategies Inc. Retirement Plan in the asset neighbourhood

Rio Bravo Wealth Strategies Inc. Retirement PlanRio Bravo Wealth Strategies …$230KAlgar Painting Perfection, Inc. Retirement PlanAlgar Painting Perfection, I…$230KExit Strategy Ventures Inc. Retirement PlanExit Strategy Ventures Inc. …$230KEssex Technology Group, Inc. Employee Stock Ownership PlanEssex Technology Group, Inc.…$230KLk&pgt Investments, Inc. Profit Sharing PlanLk&pgt Investments, Inc. Pro…$230K
End-of-year total assets ($M) among Rio Bravo Wealth Strategies Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Rio Bravo Wealth Strategies Inc. years around the 2024 move

Sponsor-wide plan assets over time

All Rio Bravo Wealth Strategies Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$230K 1.6080579607704542% vs 2022
2024 filing year
$0.1M$0.15M$0.2M$0.25M 202220232024 $0.23M $0.23M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $226K
2023 1 2 $140K
2024 1 2 $230K

2024 asset-move particulars

Total Assets (Beginning of Year)$140K
Net Assets (End of Year)$230K
Net Income$90K
Employer EIN883903816
Plan Effective Date2022-09-02
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

Rio Bravo Wealth Strategies Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Rio Bravo Wealth Strategies Inc. Retirement Plan, Total assets ($B): 0.00023 · Participants: 2Rio Bravo Wealth Strategies Inc. Retirement PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
Rio Bravo Wealth Strategies Inc. Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Rio Bravo Wealth Strategies Inc. Retirement Plan side-by-side with 3 peers →

Rio Bravo Wealth Strategies Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Algar Painting Perfection, Inc. Retirement Plan in NC ($230K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Rio Bravo Wealth Strategies Inc. Retirement Plan assets move in 2024? ▼
Rio Bravo Wealth Strategies Inc. Retirement Plan surged - up 64.3% during 2024, from $140K to $230K. Reported net income was $90K.
How have Rio Bravo Wealth Strategies Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rio Bravo Wealth Strategies Inc.'s sponsor-wide assets grew 1.6%, from $226K to $230K.
Where does Rio Bravo Wealth Strategies Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Rio Bravo Wealth Strategies Inc. Retirement Plan ranks in the 11th 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 Rio Bravo Wealth Strategies Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Algar Painting Perfection, Inc. Retirement Plan in NC ($230K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Rio Bravo Wealth Strategies Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 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 883903816.

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.