Plan5500

Retail Services & Systems, Inc. Deferred Profit Sharing Plan — Form 5500 plan (Retail Services & Systems, Inc.)

Plain-English plan 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, Retail Services & Systems, Inc. Deferred Profit Sharing Plan is a benefit plan reported by Retail Services & Systems, Inc. under EIN 25-1531856 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,842 participants and $131,036,135 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$131MPlan net assets, end of year$131,036,135
Participants9.8KCovered participants reported9,842
Assets / participant$13.3KComputed: assets ÷ participants$13,314 (computed)
Provider compensation$209K1 Schedule C provider row(s)$208,951
Plan sponsor
Retail Services & Systems, Inc.
EIN
25-1531856
Plan number
001
Plan type
2
Location
Bethesda, MD
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    9,842 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$131M total assets
Net assets$131MLiabilities$0
Money in vs. money out
Total income / additions$47M
Total expenses$9.9M
Benefits paid / distributions$9.2M
Contributions
Employer$5.4M
Participant$17.4M
Full reported line items

Net assets

Total assets (EOY)
$131,036,135
Total liabilities (EOY)
$0
Net assets (EOY)
$131,036,135
Net assets (BOY)
$93,985,862

Income & contributions

Employer contributions
$5,406,658
Participant contributions
$17,358,355
Total contributions
$27,565,258
Total income / additions
$46,985,672

Expenses & distributions

Benefits paid
$9,187,502
Administrative expenses
$208,951
Total expenses
$9,935,399
Net increase / (decrease)
$37,050,273
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 24%Participant 76%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Fidelity Investments Institutional$209K
    RECORDKEEPER · Direct $209K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Retail Services & Systems, Inc. Deferred Profit Sharing Plan?
Retail Services & Systems, Inc. Deferred Profit Sharing Plan is reported as sponsored by Retail Services & Systems, Inc. (EIN 25-1531856, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Retail Services & Systems, Inc. Deferred Profit Sharing Plan?
The latest Form 5500 filing year loaded for Retail Services & Systems, Inc. Deferred Profit Sharing Plan is 2023.
How many participants does Retail Services & Systems, Inc. Deferred Profit Sharing Plan report?
Retail Services & Systems, Inc. Deferred Profit Sharing Plan reports 9,842 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Retail Services & Systems, Inc. Deferred Profit Sharing Plan?
Retail Services & Systems, Inc. Deferred Profit Sharing Plan reports $131,036,135 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages