Profit Sharing · DOL Form 5500 · 2024
R&j Capital Group Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 24th
- Percentile by assets National rank
- $64,706
- Avg per participant Low balance/head
Official DOL plan name: R&j Capital Group Inc. Retirement Plan · Sponsored by R&j Capital Group Inc. · Texas · Healthcare & Social Assistance
$1M in assets, 17 participants
R&j Capital Group Inc.'s R&j Capital Group Inc. Retirement Plan reported $1M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.
- #3,369 in Healthcare & Social Assistance (16,916 peers)
R&j Capital Group Inc. multi-year trail
R&j Capital Group Inc.'s plans moved -12.0% in assets from 2022 to 2024; this filing shows R&j Capital Group Inc. Retirement Plan at $1M / 17 participants.
- #3,369
- in Healthcare & Social Assistance (16,916 peers)
- -18.5%
- assets change YoY
The plan reported a net loss of $250K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
R&j Capital Group Inc. Retirement Plan among the smaller filed plans by assets
R&j Capital Group Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,100,000 24th percentile higher than 24% 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
R&j Capital Group Inc. Retirement Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. R&j Capital Group Inc. Retirement Plan is a small filing (17 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- R&j Capital Group Inc. Retirement Plan reported net income fell from $100K in the plan year 2023 filing to -$250K in the plan year 2024 filing.
- R&j Capital Group Inc. Retirement Plan reported participants rose from 13 in the plan year 2023 filing to 17 in the plan year 2024 filing.
- R&j Capital Group Inc. Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 465429380 · R&j Capital Group Inc. PY 2024 · Profit Sharing
R&j Capital Group Inc. Retirement Plan · $1M · 17 · 24th
- BOY $1M
- BOY 17
- BOY 24th
- BOY Profit Sharing
- BOY near Make Inc. Retirement Plan
- BOY ind #3369
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
R&j Capital Group Inc. Retirement Plan in the asset neighbourhood
R&j Capital Group Inc. multi-year asset trail
Sponsor-wide plan assets over time
All R&j Capital Group Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 12% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $1M |
| 2023 | 1 | 13 | $1M |
| 2024 | 1 | 17 | $1M |
R&j Capital Group Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$250K |
| Employer EIN | 465429380 |
| Plan Effective Date | 2014-04-16 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Baylor College of Medicine Retirement Plan $2.0B · 10,721
- H-E-B Partner Stock Plan $1.6B · 103,962
- The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
- American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
- Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069
R&j Capital Group Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Make Inc. Retirement Plan in TN ($1M); by covered participants it is Bgo's Ventures Inc. Retirement Plan in PA (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
- Bgo's Ventures Inc. Retirement Plan (PA) 17 · 0 off
- Driven Ventures, Inc. Retirement Plan (FL) 17 · 0 off
- Roam Wouda Inc. Retirement Plan (VT) 17 · 0 off
- Watts and Hershberger, PC 401(k) Plan (NE) 17 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.