401(k) · DOL Form 5500 · 2024

Rsm Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
246
Participants Below avg headcount
49th
Percentile by assets National rank
$30,160
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rsm 401(k) Plan · Sponsored by Rsm Holdings, LLC · New Jersey · Finance & Insurance

$7M in assets, 246 participants

Rsm Holdings, LLC's Rsm 401(k) Plan reported $7M in total assets and 246 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #2,917 in Finance & Insurance (8,549 peers)

Coverage in New Jersey

Rsm 401(k) Plan covers 246 participants in New Jersey, about 29% of the average New Jersey filer (state average ~844 per filing). Assets: $7M.

#2,917
in Finance & Insurance (8,549 peers)
-19.8%
assets change YoY

Rsm 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Rsm 401(k) Plan vs every filed plan by assets

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

$7,419,307 49th percentile higher than 49% 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

Rsm 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. Rsm 401(k) Plan sits mid-pack in the medium band (246 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rsm 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Rsm 401(k) Plan end-of-year assets fell from $9M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • Rsm 401(k) Plan reported participants fell from 287 in the plan year 2023 filing to 246 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 113709515 · Rsm Holdings, LLC PY 2024 · 401(k)

Rsm 401(k) Plan · $7M · 246 · 49th

  • VS-ST $7M
  • BOY 246
  • SCH 49th
  • EBSA 401(k)
  • PART near Hometown Bank, NA 401 (K) Profit Sharing Plan
  • TYPE ind #2917

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 Finance & Insurance retirement plans → · Plans in New Jersey →

Rsm 401(k) Plan in the asset neighbourhood

Rsm 401(k) Plan$7MHometown Bank, NA 401 (K) Profit Sharing PlanHometown Bank, NA 401 (K) Pr…$7MIpc Retirement Readiness Plan$7MGray, Layton, Kersh, Solomon, Furr & Smith 401(k) Profit Sharing Plan and TrustGray, Layton, Kersh, Solomon…$7MLw Management, Inc. 401(k) PlanLw Management, Inc. 401(k) P…$7M
End-of-year total assets ($M) among Rsm 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$7M
Net Income$2M
Employer EIN113709515
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rsm Holdings, LLC)

Sponsor-wide plan assets over time

All Rsm Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 13.372651748264145% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.54M $7.42M ▲ +13.5%
Year Plans Participants Total Assets
2022 1 222 $7M
2023 1 287 $9M
2024 1 246 $7M

Nearby 401(k) Plans in New Jersey

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

Rsm 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Rsm 401(k) Plan, Total assets ($B): 0.007419307 · Participants: 246Rsm 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Rsm 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Rsm 401(k) Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest 401(k) by assets is Hometown Bank, NA 401 (K) Profit Sharing Plan in TX ($7M); by covered participants it is Russ' Restaurants Savings and Retirement Plan in MI (246 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (246 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 Rsm 401(k) Plan assets move in 2024? ▼
Rsm 401(k) Plan declined sharply - down 19.8% during 2024, from $9M to $7M. Reported net income was $2M.
How have Rsm Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rsm Holdings, LLC's sponsor-wide assets grew 13.4%, from $7M to $7M.
Which 401(k) plans are similar in size to Rsm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hometown Bank, NA 401 (K) Profit Sharing Plan in TX ($7M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Rsm 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Russ' Restaurants Savings and Retirement Plan in MI (246 participants, $6M 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 113709515.

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.