401(k) · DOL Form 5500 · 2024

Richard Fleischman and Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
101
Participants Small participant base
57th
Percentile by assets National rank
$102,679
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rfa Profit Sharing 401(k) Plan · Sponsored by Richard Fleischman and Associates, Inc. · New York · Professional & Technical Services

$10M in assets, 101 participants

Richard Fleischman and Associates, Inc.'s Rfa Profit Sharing 401(k) Plan reported $10M in total assets and 101 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #11,054 in Professional & Technical Services (20,173 peers)

Coverage in New York

Rfa Profit Sharing 401(k) Plan covers 101 participants in New York, about 13% of the average New York filer (state average ~798 per filing). Assets: $10M.

#11,054
in Professional & Technical Services (20,173 peers)
+8.0%
assets growth YoY

Rfa Profit Sharing 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rfa Profit Sharing 401(k) Plan vs every filed plan by assets

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

$10,370,566 Top 43% higher than 57% 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

Rfa Profit Sharing 401(k) 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. Rfa Profit Sharing 401(k) Plan sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rfa Profit Sharing 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $760K in the plan year 2024 filing.
  • Rfa Profit Sharing 401(k) Plan reported participants rose from 91 in the plan year 2023 filing to 101 in the plan year 2024 filing.
  • Rfa Profit Sharing 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 112984673 · Richard Fleischman and Associates, Inc. PY 2024 · 401(k)

Rfa Profit Sharing 401(k) Plan · $10M · 101 · 57th

  • RANK $10M
  • PHOTO 101
  • IND 57th
  • EOY 401(k)
  • 5500 near New Venture Partners LLC 401(k) Profit-Sharing Plan
  • ASSETS ind #11054

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 New York →

Rfa Profit Sharing 401(k) Plan in the asset neighbourhood

Rfa Profit Sharing 401(k) PlanRfa Profit Sharing 401(k) Pl…$10MNew Venture Partners LLC 401(k) Profit-Sharing PlanNew Venture Partners LLC 401…$10MHhi Corporation 401(k) Plan$10MLivingstone College Defined Contribution PlanLivingstone College Defined …$10MChallenger Group Support LLC 401(k) PlanChallenger Group Support LLC…$10M
End-of-year total assets ($M) among Rfa Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$760K
Employer EIN112984673
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Richard Fleischman and Associates, Inc.)

Sponsor-wide plan assets over time

All Richard Fleischman and Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 29.684110749438215% vs 2022
2024 filing year
$7M$8M$9M$10M$11M 202220232024 $8M $10.4M ▲ +29.6%
Year Plans Participants Total Assets
2022 1 91 $8M
2023 1 91 $10M
2024 1 101 $10M

Nearby 401(k) Plans in New York

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

Rfa Profit Sharing 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Rfa Profit Sharing 401(k) Plan, Total assets ($B): 0.010370566 · Participants: 101Rfa Profit Sharing 401(k) 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
Rfa Profit Sharing 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Rfa Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is New Venture Partners LLC 401(k) Profit-Sharing Plan in NJ ($10M); by covered participants it is Phh 401(k) Plan in TX (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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 Rfa Profit Sharing 401(k) Plan assets move in 2024?
Rfa Profit Sharing 401(k) Plan grew at a solid clip - up 8.0% during 2024, from $10M to $10M. Reported net income was $760K.
How have Richard Fleischman and Associates, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Richard Fleischman and Associates, Inc.'s sponsor-wide assets grew 29.7%, from $8M to $10M.
Which 401(k) plans are similar in size to Rfa Profit Sharing 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is New Venture Partners LLC 401(k) Profit-Sharing Plan in NJ ($10M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Rfa Profit Sharing 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Phh 401(k) Plan in TX (101 participants, N/A in assets).