401(k) · DOL Form 5500 · 2024

R.a. Rodriguez, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
35th
Percentile by assets National rank
$401,031
Avg per participant High balance/head
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Official DOL plan name: R.a. Rodriguez, Inc. 401(k) Retirement Plan · Sponsored by R.a. Rodriguez, Inc. · New York · Wholesale Trade

$3M in assets, 8 participants

R.a. Rodriguez, Inc.'s R.a. Rodriguez, Inc. 401(k) Retirement Plan reported $3M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #1,457 in Wholesale Trade (6,080 peers)

2024 asset change

R.a. Rodriguez, Inc. 401(k) Retirement Plan pulled back noticeably 12.4% in 2024 ($4M → $3M) for 8 participants.

#1,457
in Wholesale Trade (6,080 peers)
-12.4%
assets change YoY

The plan reported a net loss of $453K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

R.a. Rodriguez, Inc. 401(k) Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

R.a. Rodriguez, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$3,208,251 35th percentile higher than 35% 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

R.a. Rodriguez, Inc. 401(k) Retirement 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. R.a. Rodriguez, Inc. 401(k) Retirement Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • R.a. Rodriguez, Inc. 401(k) Retirement Plan reported net income fell from $630K in the plan year 2023 filing to -$453K in the plan year 2024 filing.
  • R.a. Rodriguez, Inc. 401(k) Retirement Plan end-of-year assets fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 112255512 · R.a. Rodriguez, Inc. PY 2024 · 401(k)

R.a. Rodriguez, Inc. 401(k) Retirement Plan · $3M · 8 · 35th

  • BOY $3M
  • SCH 8
  • EBSA 35th
  • PART 401(k)
  • TYPE near 1218, Inc. 401(k) & Profit Sharing Plan
  • NET ind #1457

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 Wholesale Trade retirement plans → · Plans in New York →

R.a. Rodriguez, Inc. 401(k) Retirement Plan in the asset neighbourhood

R.a. Rodriguez, Inc. 401(k) Retirement PlanR.a. Rodriguez, Inc. 401(k) …$3M1218, Inc. 401(k) & Profit Sharing Plan1218, Inc. 401(k) & Profit S…$3MPoindexter Nut Company , Inc. 401(k) Profit Sharing PlanPoindexter Nut Company , Inc…$3MDynalene, Inc. 401(k) Plan$3MVested in Management, 401(k) PlanVested in Management, 401(k)…$3M
End-of-year total assets ($M) among R.a. Rodriguez, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

R.a. Rodriguez, Inc. years around the 2024 move

Sponsor-wide plan assets over time

All R.a. Rodriguez, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 5.8493697869222245% vs 2022
2024 filing year
$2.8M$3M$3.2M$3.4M$3.6M$3.8M 202220232024 $3.03M $3.21M ▲ +5.9%
Year Plans Participants Total Assets
2022 1 8 $3M
2023 1 8 $4M
2024 1 8 $3M

2024 asset-move particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$453K
Employer EIN112255512
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

R.a. Rodriguez, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants R.a. Rodriguez, Inc. 401(k) Retirement Plan, Total assets ($B): 0.003208251 · Participants: 8R.a. Rodriguez, Inc. 401(k) Retirement PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
R.a. Rodriguez, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare R.a. Rodriguez, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is 1218, Inc. 401(k) & Profit Sharing Plan in TX ($3M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 R.a. Rodriguez, Inc. 401(k) Retirement Plan assets move in 2024? ▼
R.a. Rodriguez, Inc. 401(k) Retirement Plan pulled back noticeably - down 12.4% during 2024, from $4M to $3M. Reported net income was -$453K.
How have R.a. Rodriguez, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R.a. Rodriguez, Inc.'s sponsor-wide assets grew 5.8%, from $3M to $3M.
Which 401(k) plans are similar in size to R.a. Rodriguez, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is 1218, Inc. 401(k) & Profit Sharing Plan in TX ($3M, 18 participants).
Which 401(k) plans cover a similar participant headcount to R.a. Rodriguez, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K 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 112255512.

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.