A current plan document is needed to verify the formula.
Department of Labor filing
Spot something wrong?RMR WEALTH BUILDERS, INC
RMR WEALTH BUILDERS, INC. 401(K) PROFIT SHARING PLAN · For the plan year ended Dec 31, 2025
Public filing 2025 · received Apr 9, 2026Verified current terms Not available
Plan summary
The numbers that matter first
On the filing measures we can compare, this plan looks somewhat stronger than typical peers.
72filing comparison
out of 100
out of 100
$8,866 was reported per active participant, but this is not a match limit.
A dated plan document is needed.
Plan-paid administrative cost per participant; fund and employee fees may be separate.
The public filing does not provide a current, complete fund menu.
A current plan document is needed.
The selected official filing does not establish a current default rate.
The reviewed official source does not establish current Roth availability.
Up 0.0% over the filing history shown.
Participation up 0.0% · assets up 0.0% · loans 0.3% of assets
What this tells you: company-wide scale, reported employer support, participation activity, visible administrative cost, and historical direction.
Keep in mind: public filings do not show employee investment returns. Current match, vesting, eligibility, investments, and employee-paid fees still require a current plan document.
Filing comparison · 202572out of 100 among similar-size plans in the same industry when enough peers exist
How this filing compares
Reported employer contributions81st percentileTypical peer $3,117 · based on 21,825 comparable plans
Lower reported administrative expense52nd percentileTypical peer $105 · based on 18,019 comparable plans
This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.
Peer-group method: industry size. The comparison used the most specific peer group with enough valid filings.
The short version
What employees should know
For the year ended Dec 31, 2025, RMR WEALTH BUILDERS, INC reported $310,300 in employer contributions across this plan, or $8,866 per active participant. This is the best company-wide filing average available—not a promise of what any one employee receives.
Up 0.0% across the filing years shown. The filing does not report every employee who was eligible.
Change in employer contributions per active participant.
Change in reported administrative cost per participant. Fund expenses may be separate.
Compared with similarly sized plans in the same industry.
What this public record cannot answer
For the current match, vesting rules, eligibility, employee fees, and investment choices, we need a recent plan document. We leave those details blank until we have one.
Money and scale
Contributions, assets, and expenses
These are plan-wide totals. They are not individual account balances.
- Employer contributions
- $310,300 $8,866 per active participant
- Participant contributions
- $280,598
- Other contributions
- $149,395 Amounts not classified as employer or participant contributions
- Employer share of contributions
- 41.9%
- Active participants
- 35 Small plan
- Total participants
- 37 32 at the beginning of the year
- Ending assets
- $4,402,542 $118,988 per participant
- Net-asset change
- Up 0.0% Not the same as investment performance
- Beginning net assets
- $3,133,824
- Ending net assets
- $4,402,542
- Beginning liabilities
- $0
- Ending liabilities
- $0
- Total income
- $1,283,592
- Total expenses
- $14,874
- Administrative expenses
- $3,473 $94 per active participant
- Participant loans
- $11,928 0.3% of plan assets
Three-year filing history
How the reported figures changed
Each chart uses the selected public filing for that year. Missing values remain blank rather than becoming zero.
2025
$8,866
2025
$94
2025
35
2025
$4,402,542
2025
0.3%
| Plan year | Employer money per active participant | Active participants | Plan assets |
|---|---|---|---|
| 2025 | $8,866 | 35 | 4.4M |
Changes in plan assets are not the same as investment performance.
Plan health
Operational signals worth checking
- Participant loans as a share of plan assets
- 0.3%
- Independent accountant’s opinion
- Not stated in the filing
- Late participant contributions reported
- Not reportedA “yes” needs context and is not, by itself, proof of wrongdoing.
- Loan defaults reported
- Not reported
- Lease defaults reported
- Not reportedOnly a small number of filings report these events.
- Nonexempt transactions reported
- Not reported
- Public plan identifier
- 112812983-001
Reported plan details
Identity and filing status
- Plan type
- Retirement plan
- Employer arrangement
- 1
- Plan effective date
- Jun 1, 1987
- Industry
- Finance and insurance
- Amended filing
- No
- Final filing for this plan
- No
- Short plan year
- No
- 401(k) feature reported
- Yes
Show DOL characteristic codes
2A2E2F2G2J2S2T3D
Company filings
What the company has told the SEC about this plan
We found these passages in official company filings. They may help explain the plan, but we do not treat them as current benefits until the wording and date have been checked.
10-K · report period Sep 30, 2025RMR GROUP INC. — 10-K filed 2025-11-12 ↗
Official filing · details not yet checkedWhat it says about employer contributions
eligible to participate in the plan and are entitled, upon termination or retirement, to receive their vested portion of the plan assets. Employees’ contributions and our related matching contributions are fully vested when made. Our plan contributions and expenses for the fiscal years ended September 30, 2025, 2024 and 2023, were $ 3,469 , $ 3,390 and $ 2,992 , respectively. Note 15. Leases As Lessor Rental income from our operating leases, including any payments derived by index or market-based indices, if any, is recognized on a straight line basis over the lease term once we have determined that the collectability of substantially all of the lease payments is probable. We do not include in our measurement of our lease receivables certain variable payments, including payments determine
What it says about vesting
the plan and are entitled, upon termination or retirement, to receive their vested portion of the plan assets. Employees’ contributions and our related matching contributions are fully vested when made. Our plan contributions and expenses for the fiscal years ended September 30, 2025, 2024 and 2023, were $ 3,469 , $ 3,390 and $ 2,992 , respectively. Note 15. Leases As Lessor Rental income from our operating leases, including any payments derived by index or market-based indices, if any, is recognized on a straight line basis over the lease term once we have determined that the collectability of substantially all of the lease payments is probable. We do not include in our measurement of our lease receivables certain variable payments, including payments determined by changes in the index o
What it says about fees
nce with reporting requirements and its costs of third party professional services, including legal and accounting fees, and as otherwise agreed; and RMR LLC bears its general and administrative expenses relating to its performance of its obligations under the agreement, including expenses of its personnel, rent and other office expenses. Also, the allocable cost of internal audit services is reimbursed by each Managed Equity REIT to RMR LLC. Property Management Agreement Fees and Expense Reimbursement Each property management agreement between RMR LLC and a Managed Equity REIT provides for the following: (i) a management fee equal to 3.0% of the gross rents collected from tenants, which is not applicable to any hotels, senior living communities or travel centers which are leased to, or ma
Current plan terms
Help fill the gap the filing leaves.
If you have a current SPD, fee disclosure, or enrollment guide, you can share it with us. We check the source and date before adding anything to the profile.
Filing evidence
Open the selected public records
We use the latest valid received filing for each year after resolving amendments and duplicate records. Open the source to check the original filing.
Filing ACK_ID20260409110217NAL0015930352001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗