401(k) · DOL Form 5500 · 2022

Thrive Wealth Management, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
11
Participants Small participant base
35th
Percentile by assets National rank
$203,212
Avg per participant Above avg balance/head
PlainRetire home → About this data

Official DOL plan name: Thrive Wealth Management, LLC 401(k) Plan · Sponsored by Thrive Wealth Management, LLC · Pennsylvania · Finance & Insurance

$2M in assets, 11 participants

Thrive Wealth Management, LLC's Thrive Wealth Management, LLC 401(k) Plan reported $2M in total assets and 11 participants in its 2022 DOL Form 5500 filing, ranking in the 35th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #2,224 in Finance & Insurance (9,261 peers)

What the 2022 filing shows

Thrive Wealth Management, LLC 401(k) Plan holds $2M for 11 participants - about $203,212 per participant, in the lower half of filed plans by assets.

#2,224
in Finance & Insurance (9,261 peers)
-7.4%
assets change YoY

The plan reported a net loss of $178K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Thrive Wealth Management, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Thrive Wealth Management, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$2,235,334 35th percentile higher than 35% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Thrive Wealth Management, LLC 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Thrive Wealth Management, LLC 401(k) Plan is a small filing (11 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 463304246 · Thrive Wealth Management, LLC PY 2022 · 401(k)

Thrive Wealth Management, LLC 401(k) Plan · $2M · 11 · 35th

  • EBSA $2M
  • EBSA 11
  • EBSA 35th
  • EBSA 401(k)
  • EBSA near Skinner Transfer Corporation 401(k) Profit Sharing Plan
  • EBSA ind #2224

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Pennsylvania →

Thrive Wealth Management, LLC 401(k) Plan in the asset neighbourhood

Thrive Wealth Management, LLC 401(k) PlanThrive Wealth Management, LL…$2MSkinner Transfer Corporation 401(k) Profit Sharing PlanSkinner Transfer Corporation…$2MCentral Texas Refuse 401(k) PlanCentral Texas Refuse 401(k) …$2MAt&s Americas, LLC 401(k) Profit Sharing Plan & TrustAt&s Americas, LLC 401(k) Pr…$2MG Eric Nielson & Associates Profit Sharing PlanG Eric Nielson & Associates …$2M
End-of-year total assets ($M) among Thrive Wealth Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Filing particulars (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$178K
Employer EIN463304246
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Thrive Wealth Management, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Thrive Wealth Management, LLC 401(k) Plan, Total assets ($B): 0.002235334 · Participants: 11Thrive Wealth Management, LLC 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Thrive Wealth Management, LLC 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Thrive Wealth Management, LLC 401(k) Plan side-by-side with 3 peers →

Thrive Wealth Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Skinner Transfer Corporation 401(k) Profit Sharing Plan in WI ($2M); by covered participants it is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Thrive Wealth Management, LLC 401(k) Plan assets move in 2022? ▼
Thrive Wealth Management, LLC 401(k) Plan pulled back noticeably - down 7.4% during 2022, from $2M to $2M. Reported net income was -$178K.
Which 401(k) plans are similar in size to Thrive Wealth Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Skinner Transfer Corporation 401(k) Profit Sharing Plan in WI ($2M, 116 participants).
Which 401(k) plans cover a similar participant headcount to Thrive Wealth Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oceanside Car Wash Inc Profit Sharing Plan in CA (11 participants, $625K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 463304246.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.