Department of Labor filing

RSI LOGISTICS, INC.

RSI LOGISTICS, INC. EMPLOYEE DEFERRED COMPENSATION PLAN · For the plan year ended Dec 31, 2022

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Public filing 2022 · received Oct 16, 2023Verified current terms Not available

Plan at a glance

How good does the filing look?

38filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support
$1,430

Reported employer contributions per active participant.

Higher than about 34% of comparable plans
#People in the filing
158

Active participants reported for 2022.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$117 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 47% of comparable plans
Investment performance
Not available

Plan assets changed -12.7%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 202238out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions34th percentileTypical peer $1,825 · based on 29 comparable plans
Lower reported administrative expense47th percentileTypical peer $111 · based on 30 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2022, RSI LOGISTICS, INC. reported $225,920 in employer contributions across the plan and 158 active participants. That works out to $1,430 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy81%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 0.0%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 0.0%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context38/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
$225,920
Participant contributions
$455,323
Other contributions
Not reported
Employer share of reported contributions
33.2%
Beginning assets
$8,063,201
Ending assets
$7,039,628
Ending net assets
$7,039,628
Ending liabilities
$0
Total income
-$867,201
Total expenses
$156,372
Administrative expenses
$22,128
Participant loans
$55,876

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$1,430
Plan-paid administrative expenses per participant
2022
$117
Active participants
2022
158
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2022$1,4301587M20231016074212NAL0074779234001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
0.8%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
383586289-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2002
Industry
Transportation and warehousing
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K3D

Current plan terms

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Filing ACK_ID20231016074212NAL0074779234001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗