Profit Sharing · DOL Form 5500 · 2024
Rjb Morning Star & Associates Inc. Profit Sharing Plan
Data updated 2026-08-25
- $31K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 3rd
- Percentile by assets National rank
- $30,940
- Avg per participant Low balance/head
Official DOL plan name: Rjb Morning Star & Associates Inc. Retirement Plan · Sponsored by Rjb Morning Star & Associates Inc. · Michigan · Construction
$31K in assets, 1 participants
Rjb Morning Star & Associates Inc.'s Rjb Morning Star & Associates Inc. Retirement Plan reported $31K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 3rd 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.
- #220 in Construction (9,039 peers)
Rjb Morning Star & Associates Inc. multi-year trail
Rjb Morning Star & Associates Inc.'s plans moved -93.8% in assets from 2023 to 2024; this filing shows Rjb Morning Star & Associates Inc. Retirement Plan at $31K / 1 participant.
- #220
- in Construction (9,039 peers)
- -93.8%
- assets change YoY
The plan reported a net loss of $469K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rjb Morning Star & Associates Inc. Retirement Plan among the smaller filed plans by assets
Rjb Morning Star & Associates Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$30,940 3rd percentile higher than 3% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Rjb Morning Star & Associates Inc. 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. Rjb Morning Star & Associates Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rjb Morning Star & Associates Inc. Retirement Plan reported net income fell from $500K in the plan year 2023 filing to -$469K in the plan year 2024 filing.
- Rjb Morning Star & Associates Inc. Retirement Plan end-of-year assets fell from $500K in the plan year 2023 filing to $31K in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 803031156 · Rjb Morning Star & Associates Inc. PY 2024 · Profit Sharing
Rjb Morning Star & Associates Inc. Retirement Plan · $31K · 1 · 3rd
- PART $31K
- PART 1
- PART 3rd
- PART Profit Sharing
- PART near Lj Mongil Casasnovas Retirement Plan
- PART ind #220
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 Construction retirement plans → · Plans in Michigan →
Rjb Morning Star & Associates Inc. Retirement Plan in the asset neighbourhood
Rjb Morning Star & Associates Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Rjb Morning Star & Associates Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $31K 93.812% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 1 | $500K |
| 2024 | 1 | 1 | $31K |
Rjb Morning Star & Associates Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $500K |
|---|---|
| Net Assets (End of Year) | $31K |
| Net Income | -$469K |
| Employer EIN | 803031156 |
| Plan Effective Date | 2023-05-08 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Michigan
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Henry Ford Health System Retirement Savings Plan $1.8B · 13,461
- Hemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan $340M · 1,472
- Iron Workers Defined Contribution Pension Fund Plan $232M · 5,319
- NECA-IBEW Memphis Retirement Plan $230M · 2,755
- Plumbers and Pipefitters Local Union 520 Annuity Plan $220M · 1,639
Rjb Morning Star & Associates Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Michigan, the nearest Profit Sharing by assets is Lj Mongil Casasnovas Retirement Plan in PR ($31K); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.