Defined Benefit (Pension) · DOL Form 5500 · 2024

Rule 1 Investing Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
7
Participants Small participant base
30th
Percentile by assets National rank
$314,315
Avg per participant High balance/head
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Official DOL plan name: Rule 1 Investing Cash Balance Plan · Sponsored by Rule 1 Investing · Georgia · Arts, Entertainment & Recreation

$2M in assets, 7 participants

Rule 1 Investing's Rule 1 Investing Cash Balance Plan reported $2M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #1,585 in Arts, Entertainment & Recreation (2,921 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Rule 1 Investing Cash Balance Plan ranks #1,585 of 2,921 2024 filers by assets (1262% of the sector average)-$2M for 7 participants.

#1,585
in Arts, Entertainment & Recreation (2,921 peers)
-42.2%
assets change YoY

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.

Rule 1 Investing Cash Balance Plan among the smaller filed plans by assets

Rule 1 Investing Cash Balance Plan vs every filed plan by assets

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

$2,200,203 30th percentile higher than 30% 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

Rule 1 Investing Cash Balance 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. Rule 1 Investing Cash Balance Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rule 1 Investing Cash Balance Plan reported net income fell from $524K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Rule 1 Investing Cash Balance Plan end-of-year assets fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 263514335 · Rule 1 Investing PY 2024 · Defined Benefit (Pension)

Rule 1 Investing Cash Balance Plan · $2M · 7 · 30th

  • PCT $2M
  • PCT 7
  • PCT 30th
  • PCT Defined Benefit (Pension)
  • PCT near Bricklayers Local Union No. 5 Pension Plan
  • PCT ind #1585

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 Arts, Entertainment & Recreation retirement plans → · Plans in Georgia →

Rule 1 Investing Cash Balance Plan in the asset neighbourhood

Rule 1 Investing Cash Balance PlanRule 1 Investing Cash Balanc…$2MBricklayers Local Union No. 5 Pension PlanBricklayers Local Union No. …$2MThe Perry Company Retirement Plan and TrustThe Perry Company Retirement…$2MRefresco Union Employees' Retirement PlanRefresco Union Employees' Re…$2MWater Saver Faucet Co. Union Employees Pension Plan & TrustWater Saver Faucet Co. Union…$2M
End-of-year total assets ($M) among Rule 1 Investing Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$2M
Net Income-$2M
Employer EIN263514335
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rule 1 Investing)

Sponsor-wide plan assets over time

All Rule 1 Investing plans reported in each filing year

Latest sponsor-wide plan assets
$2M 42.16217281925507% vs 2023
2024 filing year
$2M$2.5M$3M$3.5M$4M 20232024 $3.8M $2.2M ▼ -42.1%
Year Plans Participants Total Assets
2023 1 7 $4M
2024 1 7 $2M

Nearby Defined Benefit (Pension) Plans in Georgia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Rule 1 Investing Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -50510152025 Total assets ($B) Participants Rule 1 Investing Cash Balance Plan, Total assets ($B): 0.002200203 · Participants: 7Rule 1 Investing Cash Balance PlanUPS Retirement Plan, Total assets ($B): 21.2364871 · Participants: 43465UPS Retirement PlanThe Southern Company Pension Plan, Total assets ($B): 15.319238036 · Participants: 25843The Southern Company Pension PlanUPS/Ibt Full-Time Employee Pension Plan, Total assets ($B): 12.219463258 · Participants: 69627UPS/Ibt Full-Time Employee Pension PlanUPS Pension Plan, Total assets ($B): 9.280234765 · Participants: 157587UPS Pension PlanDelta Retirement Plan, Total assets ($B): 7.253434311 · Participants: 15222Delta Retirement Plan
Rule 1 Investing Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Georgia, assets vs. participants
Compare Rule 1 Investing Cash Balance Plan side-by-side with 3 peers →

Rule 1 Investing Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Georgia, the nearest Defined Benefit (Pension) by assets is Bricklayers Local Union No. 5 Pension Plan in OH ($2M); by covered participants it is Financial Alternatives, Inc. Defined Benefit Pension Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Rule 1 Investing Cash Balance Plan assets move in 2024? ▼
Rule 1 Investing Cash Balance Plan contracted severely - down 42.2% during 2024, from $4M to $2M. Reported net income was -$2M.
How have Rule 1 Investing plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Rule 1 Investing's sponsor-wide assets declined 42.2%, from $4M to $2M.
Which Defined Benefit (Pension) plans are similar in size to Rule 1 Investing Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bricklayers Local Union No. 5 Pension Plan in OH ($2M, 29 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rule 1 Investing Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Financial Alternatives, Inc. Defined Benefit Pension Plan in CA (7 participants, N/A 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 263514335.

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.