Raymond Management Company, Inc. 401(k) Plan: Login, Facts & Contact Information

Raymond Management Company, Inc. 401(k) Plan Facts

Plan name
RAYMOND RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
RAYMOND MANAGEMENT COMPANY, INC.
Participants
1,457 (950 active employees)
Former employees with a balance
659
Plan assets
$18,424,504 at Dec 31, 2024
Average account balance
$22,333 across 825 accounts
Employer contributions
$194,203 in plan year 2024 (12% of all contributions)
Recordkeeper
Oneamerica Retirement Services, Llc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1989
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 15, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $1.58 million went into the plan in contributions, $194,203 of it from the employer (12%).
  • $1.38 million was paid out to participants.
  • Investment and other income added $2.44 million.
  • Administrative expenses were $78,291, about $95 per account.

How the Raymond Management Company, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,177$11.3 million$168,126$541,828
20201,290$13.0 million$137,285$1.22 million
20211,069$15.6 million$144,180$688,808
20221,038$13.0 million$165,374$1.61 million
20231,283$15.9 million$191,436$949,682
20241,457$18.4 million$194,203$1.38 million

Raymond Management Company, Inc. 401(k) Contact Information

Phone
608-833-4100
Mailing address
4601 FREY STREET, SUITE 400, MADISON WI 53705
Plan sponsor
RAYMOND MANAGEMENT COMPANY, INC.
Employer identification number (EIN)
39-1424051
Plan number
001

Questions about the Raymond Management Company, Inc. 401(k)

Does Raymond Management Company, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $194,203, 12% of all contributions.

Does the Raymond Management Company, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Raymond Management Company, Inc 401(k) plan?

1,457 participants at the start of plan year 2024, 950 of them active employees, and 659 former employees who still had money in the plan.

What is the average 401(k) balance at Raymond Management Company, Inc?

About $22,333 per account: $18.4 million in plan assets across 825 accounts with a balance at the end of plan year 2024.

Who manages the Raymond Management Company, Inc 401(k) accounts?

OneAmerica Financial (listed on the filing as ONEAMERICA RETIREMENT SERVICES, LLC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Raymond Management Company, Inc. How do I access my 401(k)?

Your account stays with OneAmerica Financial after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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