401(k) · DOL Form 5500 · 2024
The Rfa Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 536
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $74,459
- Avg per participant Below avg balance/head
Official DOL plan name: The Rfa Group Retirement Savings Plan · Sponsored by The Rfa Group, Inc. · Minnesota · Professional & Technical Services
$40M in assets, 536 participants
The Rfa Group, Inc.'s The Rfa Group Retirement Savings Plan reported $40M in total assets and 536 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- #16,533 in Professional & Technical Services (20,173 peers)
Coverage in Minnesota
The Rfa Group Retirement Savings Plan covers 536 participants in Minnesota, about 48% of the average Minnesota filer (state average ~1,126 per filing). Assets: $40M.
- #16,533
- in Professional & Technical Services (20,173 peers)
- +25.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Rfa Group Retirement Savings Plan's outsized position by total assets
The Rfa Group Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$39,910,093 Top 19% higher than 81% 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
The Rfa Group Retirement Savings 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. The Rfa Group Retirement Savings Plan sits mid-pack in the medium band (536 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Rfa Group Retirement Savings Plan end-of-year assets rose from $32M in the plan year 2023 filing to $40M in the plan year 2024 filing.
- The Rfa Group Retirement Savings Plan reported participants rose from 468 in the plan year 2023 filing to 536 in the plan year 2024 filing.
- The Rfa Group Retirement Savings Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
DOL schedule card
Filing strip 475512830 · The Rfa Group, Inc. PY 2024 · 401(k)
The Rfa Group Retirement Savings Plan · $40M · 536 · 81st
- PCT $40M
- PCT 536
- PCT 81st
- PCT 401(k)
- PCT near Quantumscape Battery, Inc. 401(k) Plan
- PCT ind #16533
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 Professional & Technical Services retirement plans → · Plans in Minnesota →
The Rfa Group Retirement Savings Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | $8M |
| Employer EIN | 475512830 |
| Plan Effective Date | 1988-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Rfa Group, Inc.)
Sponsor-wide plan assets over time
All The Rfa Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 62.5612994381119% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 380 | $25M |
| 2023 | 1 | 468 | $32M |
| 2024 | 1 | 536 | $40M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
The Rfa Group Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Quantumscape Battery, Inc. 401(k) Plan in CA ($40M); by covered participants it is Nippon Dynawave Packaging Co. 401(k) Plan in WA (536 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
Similar participant headcount
Nearest other-state filings by covered participants (536 participants); asset peers above are excluded.
- Nippon Dynawave Packaging Co. 401(k) Plan (WA) 536 · 0 off
- H&h Automotive Profit Sharing Plan (NE) 536 · 0 off
- Sm Energy Company 401(k) Profit Sharing Plan (CO) 536 · 0 off
- Gte Federal Credit Union 401(k) Retirement Plan (FL) 536 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.