401(k) · DOL Form 5500 · 2024

Rhone Group LLC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
34
Participants Small participant base
80th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Rhone Group Retirement Trust · Sponsored by Rhone Group LLC · New York · Finance & Insurance

$37M in assets, 34 participants

Rhone Group LLC's Rhone Group Retirement Trust reported $37M in total assets and 34 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #5,947 in Finance & Insurance (8,549 peers)

Where Rhone Group Retirement Trust sits by assets

Rhone Group Retirement Trust sits in the top quartile of all filed plans by assets, $37M for 34 participants (~$1.1M/participant), down 4.6% in 2024.

#5,947
in Finance & Insurance (8,549 peers)
-4.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rhone Group Retirement Trust's outsized position by total assets

Rhone Group Retirement Trust vs every filed plan by assets

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

$37,133,968 Top 20% higher than 80% 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

Rhone Group Retirement 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. Rhone Group Retirement Trust is a small filing (34 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rhone Group Retirement Trust reported net income fell from $8M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Rhone Group Retirement Trust end-of-year assets fell from $39M in the plan year 2023 filing to $37M in the plan year 2024 filing.
  • Rhone Group Retirement Trust reported participants rose from 33 in the plan year 2023 filing to 34 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 133988050 · Rhone Group LLC PY 2024 · 401(k)

Rhone Group Retirement Trust · $37M · 34 · 80th

  • TYPE $37M
  • TYPE 34
  • TYPE 80th
  • TYPE 401(k)
  • TYPE near Del Mar Thoroughbred Club 401(k) Retirement Savings Plan
  • TYPE ind #5947

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 New York →

Rhone Group Retirement Trust in the asset neighbourhood

Seltzer Caplan Mcmahon Vitek Incentive PlanSeltzer Caplan Mcmahon Vitek…$37MRhone Group Retirement Trust$37MDel Mar Thoroughbred Club 401(k) Retirement Savings PlanDel Mar Thoroughbred Club 40…$37MAndres Construction Services 401(k) and Profit Sharing PlanAndres Construction Services…$37MGelest Holdings 401(k) Plan$37M
End-of-year total assets ($M) among Rhone Group Retirement Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$37M
Net Income-$2M
Employer EIN133988050
Plan Effective Date1996-05-17
Filing StatusFILING RECEIVED

Sponsor Plan History (Rhone Group LLC)

Sponsor-wide plan assets over time

All Rhone Group LLC plans reported in each filing year

Latest sponsor-wide plan assets
$37M 18.72640293123445% vs 2022
2024 filing year
$30M$35M$40M 202220232024 $31.3M $37.1M ▲ +18.7%
Year Plans Participants Total Assets
2022 1 32 $31M
2023 1 33 $39M
2024 1 34 $37M

Nearby 401(k) Plans in New York

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

Rhone Group Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Rhone Group Retirement Trust, Total assets ($B): 0.037133968 · Participants: 34Rhone Group Retirement 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
Rhone Group Retirement Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rhone Group Retirement Trust side-by-side with 3 peers →

Rhone Group Retirement Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Del Mar Thoroughbred Club 401(k) Retirement Savings Plan in CA ($37M); by covered participants it is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (34 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 Rhone Group Retirement Trust assets move in 2024? ▼
Rhone Group Retirement Trust edged down modestly - down 4.6% during 2024, from $39M to $37M. Reported net income was -$2M.
How have Rhone Group LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rhone Group LLC's sponsor-wide assets grew 18.7%, from $31M to $37M.
Where does Rhone Group Retirement Trust rank by assets among Form 5500 filers? ▼
Rhone Group Retirement Trust ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Rhone Group Retirement Trust? ▼
Among 401(k) plans in other states, the closest by assets is Del Mar Thoroughbred Club 401(k) Retirement Savings Plan in CA ($37M, 40 participants).
Which 401(k) plans cover a similar participant headcount to Rhone Group Retirement Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Therapy Rehabilitation Services, Inc.-Education 401(k) Plan in AZ (34 participants, $1M 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 133988050.

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.