Rsr Group, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Rsr Group, Inc. (EIN 59-2958389) is a plan sponsor located in Winter Park, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
59-2958389
Location
Winter Park, FL
Loaded plans
3
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$411,967,477
Total reported liabilities (EOY)
$44,390,996
Total reported net assets (EOY)
$367,576,481

Contributions & income

Employer contributions
$2,238,926
Participant contributions
$1,798,074
Total income / additions
$113,551,445

Expenses & distributions

Benefits paid / distributions
$26,778,946
Total expenses
$27,560,027
Net increase / (decrease)
$85,991,418

Coverage

Total reported participants
1,394
Plans with financial statements
2
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Rsr Group, Inc. plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Rsr Employee Stock Ownership Plan002510$390,019,7552023
Rsr 401(K) Retirement Plan001461$21,947,7222023
Rsr Group, Inc. Welfare Benefit Plan510423not reported in the loaded dataset2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Rsr Group, Inc.
YearPlanParticipantsSchedulesFiling
2023Rsr Group, Inc. Welfare Benefit Plan42320241011082901NAL0036402176001
2023Rsr 401(K) Retirement Plan461H, C20250114113704NAL0011594211001
2023Rsr Employee Stock Ownership Plan510H20250212085026NAL0010755779001

Related Form 5500 pages