401(k) · DOL Form 5500 · 2024

R M Palmer Company LLC 401(k) Plan

Data updated 2026-08-25

$51M
Total assets Below avg plan size
566
Participants Below avg headcount
84th
Percentile by assets National rank
$89,436
Avg per participant Below avg balance/head
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Official DOL plan name: R M Palmer Company Investment Opportunity Plan · Sponsored by R M Palmer Company LLC · Pennsylvania · Manufacturing

$51M in assets, 566 participants

R M Palmer Company LLC's R M Palmer Company Investment Opportunity Plan reported $51M in total assets and 566 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #13,802 in Manufacturing (17,777 peers)

Where R M Palmer Company Investment Opportunity Plan sits by assets

R M Palmer Company Investment Opportunity Plan sits in the top quartile of all filed plans by assets, $51M for 566 participants (~$89,436/participant), up 6.1% in 2024.

#13,802
in Manufacturing (17,777 peers)
+6.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

R M Palmer Company Investment Opportunity Plan's outsized position by total assets

R M Palmer Company Investment Opportunity Plan vs every filed plan by assets

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

$50,620,746 Top 16% higher than 84% 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 M Palmer Company Investment Opportunity 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. R M Palmer Company Investment Opportunity Plan sits mid-pack in the medium band (566 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • R M Palmer Company Investment Opportunity Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • R M Palmer Company Investment Opportunity Plan end-of-year assets rose from $48M in the plan year 2023 filing to $51M in the plan year 2024 filing.
  • R M Palmer Company Investment Opportunity Plan reported participants fell from 587 in the plan year 2023 filing to 566 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 922513241 · R M Palmer Company LLC PY 2024 · 401(k)

R M Palmer Company Investment Opportunity Plan · $51M · 566 · 84th

  • SCH $51M
  • EBSA 566
  • PART 84th
  • TYPE 401(k)
  • NET near F.H. Paschen Companies Retirement Savings Plan
  • BOOK ind #13802

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 Manufacturing retirement plans → · Plans in Pennsylvania →

R M Palmer Company Investment Opportunity Plan in the asset neighbourhood

F.H. Paschen Companies Retirement Savings PlanF.H. Paschen Companies Retir…$51MR M Palmer Company Investment Opportunity PlanR M Palmer Company Investmen…$51MSystem Scale Corporation Employee Stock Ownership PlanSystem Scale Corporation Emp…$51MAdyen N.V. 401(k) Plan$51MKapur & Associates, Inc. 401(k) Savings PlanKapur & Associates, Inc. 401…$51M
End-of-year total assets ($M) among R M Palmer Company Investment Opportunity Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$51M
Net Income$3M
Employer EIN922513241
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R M Palmer Company LLC)

Sponsor-wide plan assets over time

All R M Palmer Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$51M 6.0966908904631945% vs 2023
2024 filing year
$47M$48M$49M$50M$51M 20232024 $47.7M $50.6M ▲ +6.1%
Year Plans Participants Total Assets
2023 1 587 $48M
2024 1 566 $51M

Nearby 401(k) Plans in Pennsylvania

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

R M Palmer Company Investment Opportunity Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants R M Palmer Company Investment Opportunity Plan, Total assets ($B): 0.050620746 · Participants: 566R M Palmer Company Investment Opportunity PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
R M Palmer Company Investment Opportunity Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare R M Palmer Company Investment Opportunity Plan side-by-side with 3 peers →

R M Palmer Company Investment Opportunity Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is F.H. Paschen Companies Retirement Savings Plan in IL ($51M); by covered participants it is Trustile 401(k) Plan in CO (566 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (566 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 M Palmer Company Investment Opportunity Plan assets move in 2024? ▼
R M Palmer Company Investment Opportunity Plan grew at a solid clip - up 6.1% during 2024, from $48M to $51M. Reported net income was $3M.
How have R M Palmer Company LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), R M Palmer Company LLC's sponsor-wide assets grew 6.1%, from $48M to $51M.
Where does R M Palmer Company Investment Opportunity Plan rank by assets among Form 5500 filers? ▼
R M Palmer Company Investment Opportunity Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to R M Palmer Company Investment Opportunity Plan? ▼
Among 401(k) plans in other states, the closest by assets is F.H. Paschen Companies Retirement Savings Plan in IL ($51M, 469 participants).
Which 401(k) plans cover a similar participant headcount to R M Palmer Company Investment Opportunity Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trustile 401(k) Plan in CO (566 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 922513241.

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.