How big is Joseph E. Ratterman & SON Funeral Home's plan?

Joseph E. Ratterman & SON Funeral Home's plan reported $1.1M in assets and 8 participants for 2025.

Original filing (PDF)20260209110309NAL0001094721001

Joseph E. Ratterman & SON Funeral Home

Name: Joseph E. Ratterman & SON Funeral Home — Form 5500 Plan 001 (2025)
Creator: Joseph E. Ratterman & SON Funeral Home
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Joseph E. Ratterman & SON Profit Sharing Plan

Defined-contribution retirement plan · Joseph E. Ratterman & SON Funeral Home's Joseph E. Ratterman & SON Profit Sharing Plan held $1.1M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Joseph E. Ratterman III signed Joseph E. Ratterman & SON Funeral Home's 2025 Form 5500 as plan administrator.

Joseph E. Ratterman III — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Joseph E. Ratterman & SON Funeral Home's EIN is 61-1083400.

EIN 61-1083400

Plan number 001

Plan year 2025

ACK ID 20260209110309NAL0001094721001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Joseph E. Ratterman & SON Funeral Home from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Joseph E. Ratterman & SON Funeral Home's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOSEPH E. RATTERMAN & SON FUNERAL HOME.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score