401(k) · DOL Form 5500 · 2024

Rj Western Holdings Inc. 401(k) Plan

Data updated 2026-08-25

$4K
Total assets Small plan by assets
1
Participants Small participant base
1st
Percentile by assets National rank
$3,622
Avg per participant Low balance/head
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Official DOL plan name: Rj Western Holdings Inc. 401(k) Plan · Sponsored by Rj Western Holdings Inc. · Arizona · Finance & Insurance

$4K in assets, 1 participants

Rj Western Holdings Inc.'s Rj Western Holdings Inc. 401(k) Plan reported $4K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 1st 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.

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

Rj Western Holdings Inc. multi-year trail

Rj Western Holdings Inc.'s plans moved -96.3% in assets from 2022 to 2024; this filing shows Rj Western Holdings Inc. 401(k) Plan at $4K / 1 participant.

#53
in Finance & Insurance (8,549 peers)
-23.3%
assets change YoY

The plan reported a net loss of $1K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rj Western Holdings Inc. 401(k) Plan among the smaller filed plans by assets

Rj Western Holdings Inc. 401(k) Plan vs every filed plan by assets

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

$3,622 1st percentile higher than 1% 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

Rj Western Holdings Inc. 401(k) 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. Rj Western Holdings Inc. 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rj Western Holdings Inc. 401(k) Plan reported net income rose from -$92K in the plan year 2023 filing to -$1K in the plan year 2024 filing.
  • Rj Western Holdings Inc. 401(k) Plan end-of-year assets fell from $5K in the plan year 2023 filing to $4K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 863301443 · Rj Western Holdings Inc. PY 2024 · 401(k)

Rj Western Holdings Inc. 401(k) Plan · $4K · 1 · 1st

  • PCT $4K
  • PCT 1
  • PCT 1st
  • PCT 401(k)
  • PCT near Sinkorswim, Inc. 401(k) Plan
  • PCT ind #53

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 Arizona →

Rj Western Holdings Inc. 401(k) Plan in the asset neighbourhood

Rj Western Holdings Inc. 401(k) PlanRj Western Holdings Inc. 401…$4KSinkorswim, Inc. 401(k) Plan$4KSky Medical Retirement Plan$4KArcusspade 401(k)$4KThe Quested Caravan, Inc. 401(k) PlanThe Quested Caravan, Inc. 40…$4K
End-of-year total assets ($M) among Rj Western Holdings Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rj Western Holdings Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rj Western Holdings Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4K 96.27020904129337% vs 2022
2024 filing year
$0M$0.05M$0.1M$0.15M 202220232024 $0.1M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $97K
2023 1 1 $5K
2024 1 1 $4K

Rj Western Holdings Inc. filing trail (2024)

Total Assets (Beginning of Year)$5K
Net Assets (End of Year)$4K
Net Income-$1K
Employer EIN863301443
Plan Effective Date2021-04-08
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Rj Western Holdings Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Rj Western Holdings Inc. 401(k) Plan, Total assets ($B): 0.000003622 · Participants: 1Rj Western Holdings Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Rj Western Holdings Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Rj Western Holdings Inc. 401(k) Plan side-by-side with 3 peers →

Rj Western Holdings Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Sinkorswim, Inc. 401(k) Plan in FL ($4K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4K 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.

Frequently Asked Questions

How did Rj Western Holdings Inc. 401(k) Plan assets move in 2024? ▼
Rj Western Holdings Inc. 401(k) Plan declined sharply - down 23.3% during 2024, from $5K to $4K. Reported net income was -$1K.
How have Rj Western Holdings Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rj Western Holdings Inc.'s sponsor-wide assets declined 96.3%, from $97K to $4K.
Where does Rj Western Holdings Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Rj Western Holdings Inc. 401(k) Plan ranks in the 1st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Rj Western Holdings Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sinkorswim, Inc. 401(k) Plan in FL ($4K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Rj Western Holdings Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 863301443.

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.