401(k) · DOL Form 5500 · 2024
R & R Insurance Services, Inc. 401(k) Plan
Data updated 2026-08-25
- $59M
- Total assets Below avg plan size
- 214
- Participants Below avg headcount
- 86th
- Percentile by assets National rank
- $273,736
- Avg per participant High balance/head
Official DOL plan name: R & R Insurance Services, Inc. 401(k) Profit Sharing Plan · Sponsored by R & R Insurance Services, Inc. · Wisconsin · Finance & Insurance
$59M in assets, 214 participants
R & R Insurance Services, Inc.'s R & R Insurance Services, Inc. 401(k) Profit Sharing Plan reported $59M in total assets and 214 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.
- #6,667 in Finance & Insurance (8,549 peers)
Coverage in Wisconsin
R & R Insurance Services, Inc. 401(k) Profit Sharing Plan covers 214 participants in Wisconsin, about 38% of the average Wisconsin filer (state average ~563 per filing). Assets: $59M.
- #6,667
- in Finance & Insurance (8,549 peers)
- +12.9%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
R & R Insurance Services, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
R & R Insurance Services, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$58,579,467 Top 14% higher than 86% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
R & R Insurance Services, Inc. 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R & R Insurance Services, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (214 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- R & R Insurance Services, Inc. 401(k) Profit Sharing Plan reported net income rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- R & R Insurance Services, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $52M in the plan year 2023 filing to $59M in the plan year 2024 filing.
- R & R Insurance Services, Inc. 401(k) Profit Sharing Plan reported participants rose from 190 in the plan year 2023 filing to 214 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 391230987 · R & R Insurance Services, Inc. PY 2024 · 401(k)
R & R Insurance Services, Inc. 401(k) Profit Sharing Plan · $59M · 214 · 86th
- IND $59M
- IND 214
- IND 86th
- IND 401(k)
- IND near Alphatec Spine, Inc. 401(k) Plan
- IND ind #6667
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 Wisconsin →
R & R Insurance Services, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $59M |
| Net Income | $7M |
| Employer EIN | 391230987 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (R & R Insurance Services, Inc.)
Sponsor-wide plan assets over time
All R & R Insurance Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 24.57113582689958% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 188 | $47M |
| 2023 | 1 | 190 | $52M |
| 2024 | 1 | 214 | $59M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
R & R Insurance Services, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Alphatec Spine, Inc. 401(k) Plan in CA ($59M); by covered participants it is Premier Health Services, Inc. 401(k) Plan in DC (214 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($59M here).
- Alphatec Spine, Inc. 401(k) Plan (CA) $59M · 671
- First Financial Bank 401(k) Profit Sharing and Employee Stock Ownership Savings Plan (AR) $59M · 333
- The Columbia Association, Inc. Incentive Savings Plan (MD) $59M · 350
- Its Technologies & Logistics, LLC 401(k) Retirement Savings Plan (IL) $59M · 2,363
Similar participant headcount
Nearest other-state filings by covered participants (214 participants); asset peers above are excluded.
- Premier Health Services, Inc. 401(k) Plan (DC) 214 · 0 off
- Nationwide Studios 401(k) Plan (TN) 214 · 0 off
- Parsons Company, Inc. Profit Sharing and 401(k) Plan (IL) 214 · 0 off
- Nystrom, Incorporated Employee Savings & Retirement Plan (MN) 214 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.