Retirement plan

RJU FARM, INC SINGLE K PLAN

Name: RJU FARM, INC - RJU FARM, INC SINGLE K PLAN (2025) Form 5500
Creator: RJU FARM, INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RJU FARM, INC SINGLE K PLAN, RJU FARM, INC

RJU FARM, INCEIN 41-1706542Plan #002PY 2025

44056 150TH ST SW - EAST GRAND FORKS, MN 56721701-741-5486

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$1.7M

+17.2% from 2024

Total participants

0.0% from 2024

Average account balance

$829,553

+17.2% from 2024

Annual return

13.59%

-11.23 pp from 2024

Benchmarks

See 2,661 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants<25

Cohort2,661 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.66M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$830K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$52K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$26K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.59%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2J2R3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$829,553

$177,156+368.3%

$147,027+464.2%

$154,746+436.1%

Participation rate

100.0%

79.4%+20.6pp

73.7%+26.3pp

80.7%+19.3pp

Annual return

13.59%

21.94%-8.3pp

20.23%-6.6pp

172.34%-158.7pp

Employer contribution / active EE

$6,801

$4,336+56.8%

$3,626+87.6%

$4,379+55.3%

Participant deferral / active EE

$19,000

$5,797+227.8%

$4,933+285.2%

$6,730+182.3%

Admin fee / account holder

$14,904-100.0%

$12,223-100.0%

$14,365-100.0%

RJU FARM, INC SINGLE K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

RJU FARM, INC SINGLE K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion