401(k) · DOL Form 5500 · 2022

The Reese Group, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
118
Participants Small participant base
56th
Percentile by assets National rank
$55,207
Avg per participant Low balance/head
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Official DOL plan name: The Reese Group, Inc. 401(k) Plan · Sponsored by The Reese Group, Inc. · Tennessee · Wholesale Trade

$7M in assets, 118 participants

The Reese Group, Inc.'s The Reese Group, Inc. 401(k) Plan reported $7M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 56th 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.

  • #3,089 in Wholesale Trade (6,843 peers)

Coverage in Tennessee

The Reese Group, Inc. 401(k) Plan covers 118 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $7M.

#3,089
in Wholesale Trade (6,843 peers)
-12.9%
assets change YoY

The plan reported a net loss of $965K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Reese Group, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

The Reese Group, Inc. 401(k) Plan vs every filed plan by assets

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

$6,514,437 Top 44% higher than 56% 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

The Reese Group, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Reese Group, Inc. 401(k) Plan sits mid-pack in the medium band (118 participants).

Form 5500 schedule snapshot

Filing strip 621077825 · The Reese Group, Inc. PY 2022 · 401(k)

The Reese Group, Inc. 401(k) Plan · $7M · 118 · 56th

  • 5500 $7M
  • 5500 118
  • 5500 56th
  • 5500 401(k)
  • 5500 near Survival Flight Air Ambulance, LLC 401(k) Profit Sharing Plan
  • 5500 ind #3089

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 Wholesale Trade retirement plans → · Plans in Tennessee →

The Reese Group, Inc. 401(k) Plan in the asset neighbourhood

The Reese Group, Inc. 401(k) PlanThe Reese Group, Inc. 401(k)…$7MSurvival Flight Air Ambulance, LLC 401(k) Profit Sharing PlanSurvival Flight Air Ambulanc…$7MDonald Hearon, D.D.S., P.S. 401(k) Profit Sharing PlanDonald Hearon, D.D.S., P.S. …$7MHamilton Exhibits, LLC 401(k) PlanHamilton Exhibits, LLC 401(k…$7MSer-Metro Salary Reduction Plan and TrustSer-Metro Salary Reduction P…$7M
End-of-year total assets ($M) among The Reese Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$965K
Employer EIN621077825
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Reese Group, Inc.)

Sponsor-wide plan assets over time

All The Reese Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 23.339069822917928% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.51M $8.03M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 118 $7M
2023 1 114 $8M
2024 1 119 $8M

Nearby 401(k) Plans in Tennessee

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

The Reese Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants The Reese Group, Inc. 401(k) Plan, Total assets ($B): 0.006514437 · Participants: 118The Reese Group, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
The Reese Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare The Reese Group, Inc. 401(k) Plan side-by-side with 3 peers →

The Reese Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Survival Flight Air Ambulance, LLC 401(k) Profit Sharing Plan in AZ ($7M); by covered participants it is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 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 The Reese Group, Inc. 401(k) Plan assets move in 2022? ▼
The Reese Group, Inc. 401(k) Plan pulled back noticeably - down 12.9% during 2022, from $7M to $7M. Reported net income was -$965K.
How have The Reese Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Reese Group, Inc.'s sponsor-wide assets grew 23.3%, from $7M to $8M.
Which 401(k) plans are similar in size to The Reese Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Survival Flight Air Ambulance, LLC 401(k) Profit Sharing Plan in AZ ($7M, 353 participants).
Which 401(k) plans cover a similar participant headcount to The Reese Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants, N/A 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 621077825.

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.