401(k) · DOL Form 5500 · 2024

R & B Wholesale Dist Inc. 401(k) Profit Sharing Plan

Data updated 2026-05-15

$15M
Total assets
187
Participants
65th
Percentile by assets
$82,309
Avg per participant

Sponsored by R & B Wholesale Distributors Inc · California · Wholesale Trade

What the 2024 filing shows

R & B Wholesale Dist Inc. 401(k) Profit Sharing Plan holds $15M for 187 participants - about $82,309 per participant, above the median plan by assets, up 17.9% over the 2024 plan year.

$15M
total plan assets (2024 EOY)
187
covered participants
65th
percentile by assets (of 116,472 plans)
$82,309
avg assets per participant
State
Industry
Wholesale Trade

401(k) · DOL Form 5500 · 2024

What the Filing Says About R & B Wholesale Dist Inc. 401(k) Profit Sharing Plan

R & B Wholesale Dist Inc. 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by R & B Wholesale Distributors Inc, headquartered in California. According to the U.S. Department of Labor's 2024 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 187 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 953355162, and the plan has been effective since 1997-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets grew sharply from $13M at the beginning of 2024 to $15M at year-end - up 17.9%. Net assets (after liabilities) closed the year at $15M, with reported net income of $2M 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 2 prior plan-year filings from the same sponsor shown below.

Across the 3 plan years R & B Wholesale Distributors Inc has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $11M to $15M, a gain of 42.1%, while reported participants moved from 186 to 187 (+0.5%). The strongest year on file by total sponsor assets was 2024 at $15M; the softest was 2022 at $11M. Year-by-year, sponsor-wide filings show: 2022 - $11M in assets across 1 plan covering 186 participants; 2023 - $13M in assets across 1 plan covering 170 participants; 2024 - $15M in assets across 1 plan covering 187 participants.

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.

How the percentile is calculated: we count every plan that filed a 2024 Form 5500 with a reported end-of-year asset figure (116,472 plans), rank R & B Wholesale Dist Inc. 401(k) Profit Sharing Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2024)

Total Assets (Beginning of Year)$13M
Total Assets (End of Year)$15M
Net Assets (End of Year)$15M
Net Income$2M
Plan Type401(k)
Employer EIN953355162
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R & B Wholesale Distributors Inc)

Year Plans Participants Total Assets
2022 1 186 $11M
2023 1 170 $13M
2024 1 187 $15M

Nearby 401(k) Plans in California

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

Frequently Asked Questions

How much money is in the R & B Wholesale Dist Inc. 401(k) Profit Sharing Plan?
As of the 2024 Form 5500 filing, R & B Wholesale Dist Inc. 401(k) Profit Sharing Plan holds $15M in total assets with 187 participants. It is sponsored by R & B Wholesale Distributors Inc.
What type of plan is R & B Wholesale Dist Inc. 401(k) Profit Sharing Plan?
R & B Wholesale Dist Inc. 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1997-10-01. The plan is filed with the U.S. Department of Labor under EIN 953355162.
Who sponsors the R & B Wholesale Dist Inc. 401(k) Profit Sharing Plan?
R & B Wholesale Dist Inc. 401(k) Profit Sharing Plan is sponsored by R & B Wholesale Distributors Inc, located in California. The sponsor's EIN is 953355162 and the plan operates in the Wholesale Trade industry.
How did R & B Wholesale Dist Inc. 401(k) Profit Sharing Plan perform in 2024?
R & B Wholesale Dist Inc. 401(k) Profit Sharing Plan grew sharply - up 17.9% during 2024, moving from $13M to $15M in total assets. Net income was $2M.

What this filing means

Ways to act on R & B Wholesale Dist Inc. 401(k) Profit Sharing Plan's numbers.

  • By total assets, R & B Wholesale Dist Inc. 401(k) Profit Sharing Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • R & B Wholesale Distributors Inc's sponsor-wide assets have grown 42.1% since 2022 across 3 plan years on file. More Wholesale Trade plans
  • A 401(k) plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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 953355162.

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.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.