401(k) · DOL Form 5500 · 2024

Raymond Management Company, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
1,045
Participants Near avg headcount
69th
Percentile by assets National rank
$17,631
Avg per participant Low balance/head
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Official DOL plan name: Raymond Retirement Plan · Sponsored by Raymond Management Company, Inc. · Wisconsin · Food Services & Accommodation

$18M in assets, 1,045 participants

Raymond Management Company, Inc.'s Raymond Retirement Plan reported $18M in total assets and 1,045 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #3,334 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Raymond Retirement Plan ranks #3,334 of 3,672 2024 filers by assets (106% of the sector average)-$18M for 1,045 participants.

#3,334
in Food Services & Accommodation (3,672 peers)
+15.9%
assets growth YoY

Raymond Retirement Plan's outsized position by total assets

Raymond Retirement Plan vs every filed plan by assets

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

$18,424,504 Top 31% higher than 69% 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

Raymond Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Raymond Retirement Plan lands in the large band (1,045 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Raymond Retirement Plan end-of-year assets rose from $16M in the plan year 2023 filing to $18M in the plan year 2024 filing.
  • Raymond Retirement Plan reported participants rose from 915 in the plan year 2023 filing to 1,045 in the plan year 2024 filing.
  • Raymond Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391424051 · Raymond Management Company, Inc. PY 2024 · 401(k)

Raymond Retirement Plan · $18M · 1,045 · 69th

  • ASSETS $18M
  • PCT 1,045
  • EIN 69th
  • RANK 401(k)
  • PHOTO near Collum's Administration & Maintenance Company, L.L.C. 401(k) Profit Sharing Plan
  • IND ind #3334

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 Food Services & Accommodation retirement plans → · Plans in Wisconsin →

Raymond Retirement Plan in the asset neighbourhood

Collum's Administration & Maintenance Company, L.L.C. 401(k) Profit Sharing PlanCollum's Administration & Ma…$18MYoung Corporation 401(k) Retirement PlanYoung Corporation 401(k) Ret…$18MMetcut Research Associates Inc. Incentive Savings PlanMetcut Research Associates I…$18MDosal Tobacco Corporation 401(k) PlanDosal Tobacco Corporation 40…$18MRaymond Retirement Plan$18M
End-of-year total assets ($M) among Raymond Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN391424051
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Raymond Management Company, Inc.)

Sponsor-wide plan assets over time

All Raymond Management Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 41.94124144650994% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13M $18.4M ▲ +41.9%
Year Plans Participants Total Assets
2022 1 667 $13M
2023 1 915 $16M
2024 1 1,045 $18M

Nearby 401(k) Plans in Wisconsin

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

Raymond Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Raymond Retirement Plan, Total assets ($B): 0.018424504 · Participants: 1045Raymond Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Raymond Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Raymond Retirement Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Collum's Administration & Maintenance Company, L.L.C. 401(k) Profit Sharing Plan in SC ($18M); by covered participants it is Linebarger Goggan Blair & Sampson and Its Affiliates Retirement Plan in TX (1,045 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,045 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 Raymond Retirement Plan assets move in 2024? ▼
Raymond Retirement Plan grew sharply - up 15.9% during 2024, from $16M to $18M. Reported net income was $3M.
How have Raymond Management Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Raymond Management Company, Inc.'s sponsor-wide assets grew 41.9%, from $13M to $18M.
Which 401(k) plans are similar in size to Raymond Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Collum's Administration & Maintenance Company, L.L.C. 401(k) Profit Sharing Plan in SC ($18M, 155 participants).
Which 401(k) plans cover a similar participant headcount to Raymond Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Linebarger Goggan Blair & Sampson and Its Affiliates Retirement Plan in TX (1,045 participants, $117M 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 391424051.

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.