RSR EMPLOYEE STOCK OWNERSHIP PLAN · WINTER PARK, FL · plan year 2023
Employer contribution per participant · 2023
$5,136
Rsr Group, Inc.'s 2023 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $345,628,759 across 513 participant accounts, with employer contributions averaging $5,136 per active participant. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $250M–$1B size bracket, benchmarked here against 2,601 comparable plans and shown alongside other wholesale trade employers. By assets it is the 110th-largest of 3,644 plans among Florida employers on file, and the 140th of 4,246 in wholesale trade.
Plan summary
Net assets, end of year$345,628,759
Participants with balances513
Active participants366
Employer contributions$1,879,731
Employee contributions—
Employer contribution per active participant$5,136
Average account balance$673,740
Benefits paid to participants$25,492,208
Plan auditUnmodified (clean) audit opinion
AuditorPURVIS, GRAY & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$341.8M · 515 accts · $1.9M emplr
2023$345.6M · 513 accts · $1.9M emplr
2022$264.0M · 506 accts · $1.9M emplr
Employer contributions to the Rsr Group, Inc. plan · 2023
Employer contribution per active participant$5,136
Median for plans this size$4,362
2024$4,973 per active participant
2023$5,136 per active participant
2022$4,921 per active participant
Rsr Group, Inc.'s 2023 employer contribution ran above the $4,362 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.
Source: U.S. Department of Labor, Form 5500 series, EIN 592958389 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.