401(k) · DOL Form 5500 · 2024

Rsm Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
64
Participants Small participant base
37th
Percentile by assets National rank
$55,961
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rsm Holdings, Inc. Retirement Plan · Sponsored by Rsm Holdings, Inc. · Virginia · Other Services

$4M in assets, 64 participants

Rsm Holdings, Inc.'s Rsm Holdings, Inc. Retirement Plan reported $4M in total assets and 64 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #4,636 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Rsm Holdings, Inc. Retirement Plan ranks #4,636 of 7,719 2024 filers by assets (560% of the sector average)-$4M for 64 participants.

#4,636
in Other Services (7,719 peers)
+11.3%
assets growth YoY

Rsm Holdings, Inc. Retirement Plan's mid-pack asset rank among Other Services and all filers

Rsm Holdings, Inc. Retirement Plan vs every filed plan by assets

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

$3,581,527 37th percentile higher than 37% 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

Rsm Holdings, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rsm Holdings, Inc. Retirement Plan is a small filing (64 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rsm Holdings, Inc. Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Rsm Holdings, Inc. Retirement Plan reported net income fell from $403K in the plan year 2023 filing to $362K in the plan year 2024 filing.
  • Rsm Holdings, Inc. Retirement Plan reported participants rose from 59 in the plan year 2023 filing to 64 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 275206537 · Rsm Holdings, Inc. PY 2024 · 401(k)

Rsm Holdings, Inc. Retirement Plan · $4M · 64 · 37th

  • IND $4M
  • EOY 64
  • 5500 37th
  • ASSETS 401(k)
  • PCT near Accruepartners, Inc. 401(k) Profit Sharing Plan and Trust
  • EIN ind #4636

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 Other Services retirement plans → · Plans in Virginia →

Rsm Holdings, Inc. Retirement Plan in the asset neighbourhood

Rsm Holdings, Inc. Retirement PlanRsm Holdings, Inc. Retiremen…$4MAccruepartners, Inc. 401(k) Profit Sharing Plan and TrustAccruepartners, Inc. 401(k) …$4MKpl Select Mortgage, Inc. 401(k) Profit Sharing PlanKpl Select Mortgage, Inc. 40…$4MBronx Family Network 401(k) PlanBronx Family Network 401(k) …$4MAmerican Tombow, Inc. 401(k) Profit Sharing PlanAmerican Tombow, Inc. 401(k)…$4M
End-of-year total assets ($M) among Rsm Holdings, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$362K
Employer EIN275206537
Plan Effective Date2011-02-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Rsm Holdings, Inc.)

Sponsor-wide plan assets over time

All Rsm Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 27.17844938982147% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.82M $3.58M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 13 $3M
2023 1 59 $3M
2024 1 64 $4M

Nearby 401(k) Plans in Virginia

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

Rsm Holdings, Inc. Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Rsm Holdings, Inc. Retirement Plan, Total assets ($B): 0.003581527 · Participants: 64Rsm Holdings, Inc. Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
Rsm Holdings, Inc. Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Rsm Holdings, Inc. Retirement Plan side-by-side with 3 peers →

Rsm Holdings, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Accruepartners, Inc. 401(k) Profit Sharing Plan and Trust in NC ($4M); by covered participants it is Kwik Goal Ltd. 401(k) Plan in PA (64 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (64 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 Rsm Holdings, Inc. Retirement Plan assets move in 2024? ▼
Rsm Holdings, Inc. Retirement Plan grew at a solid clip - up 11.3% during 2024, from $3M to $4M. Reported net income was $362K.
How have Rsm Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rsm Holdings, Inc.'s sponsor-wide assets grew 27.2%, from $3M to $4M.
Which 401(k) plans are similar in size to Rsm Holdings, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Accruepartners, Inc. 401(k) Profit Sharing Plan and Trust in NC ($4M, 53 participants).
Which 401(k) plans cover a similar participant headcount to Rsm Holdings, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kwik Goal Ltd. 401(k) Plan in PA (64 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 275206537.

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.