Plan5500

Rail Group 401(K) & Profit Sharing Plan — Form 5500 plan (Rail Management Services, LLC)

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, Rail Group 401(K) & Profit Sharing Plan is a benefit plan reported by Rail Management Services, LLC under EIN 91-1738173 and plan number 005. The latest loaded filing year is 2023. The filing reports 1,532 participants and $32,787,911 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$32.8MPlan net assets, end of year$32,787,148
Participants1.5KCovered participants reported1,532
Assets / participant$21.4KComputed: assets ÷ participants$21,402 (computed)
Provider compensation$29.4K2 Schedule C provider row(s)$29,409
Plan sponsor
Rail Management Services, LLC
EIN
91-1738173
Plan number
005
Plan type
3
Location
Seattle, WA
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
    1,532 participants · 3Sch 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)$32.8M total assets
Net assets$32.8MLiabilities$763
Money in vs. money out
Total income / additions$5.6M
Total expenses$2.7M
Benefits paid / distributions$2.6M
Contributions
Employer$1.5M
Participant$809.5K
Full reported line items

Net assets

Total assets (EOY)
$32,787,911
Total liabilities (EOY)
$763
Net assets (EOY)
$32,787,148
Net assets (BOY)
$29,868,427

Income & contributions

Employer contributions
$1,500,845
Participant contributions
$809,455
Total contributions
$2,330,093
Total income / additions
$5,569,299

Expenses & distributions

Benefits paid
$2,614,446
Administrative expenses
$29,409
Total expenses
$2,650,578
Net increase / (decrease)
$2,918,721
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 65%Participant 35%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income47%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$26.2K
    RECORDKEEPER · Direct $26.2K · Indirect $0
  2. 2
    Kestra Advisory Services$3.2K
    INVESTMENT ADVISOR · Direct $3.2K

What to inspect next

Frequently asked questions

Who sponsors the Rail Group 401(K) & Profit Sharing Plan?
Rail Group 401(K) & Profit Sharing Plan is reported as sponsored by Rail Management Services, LLC (EIN 91-1738173, plan number 005) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Rail Group 401(K) & Profit Sharing Plan?
The latest Form 5500 filing year loaded for Rail Group 401(K) & Profit Sharing Plan is 2023.
How many participants does Rail Group 401(K) & Profit Sharing Plan report?
Rail Group 401(K) & Profit Sharing Plan reports 1,532 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Rail Group 401(K) & Profit Sharing Plan?
Rail Group 401(K) & Profit Sharing Plan reports $32,787,911 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