401(k) · DOL Form 5500 · 2022
The Reinvestment Fund 401(k) Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 91
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $246,877
- Avg per participant Above avg balance/head
Official DOL plan name: The Reinvestment Fund 401(k) Plan · Sponsored by The Reinvestment Fund · Pennsylvania · Finance & Insurance
$22M in assets, 91 participants
The Reinvestment Fund's The Reinvestment Fund 401(k) Plan reported $22M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.
- #6,128 in Finance & Insurance (9,261 peers)
Where The Reinvestment Fund 401(k) Plan sits by assets
The Reinvestment Fund 401(k) Plan sits in the top quartile of all filed plans by assets, $22M for 91 participants (~$246,877/participant), down 8.6% in 2022.
- #6,128
- in Finance & Insurance (9,261 peers)
- -8.6%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Reinvestment Fund 401(k) Plan's outsized position by total assets
The Reinvestment Fund 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$22,465,790 Top 21% higher than 79% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Reinvestment Fund 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. The Reinvestment Fund 401(k) Plan is a small filing (91 participants) on this national headcount ladder.
DOL schedule card
Filing strip 232331946 · The Reinvestment Fund PY 2022 · 401(k)
The Reinvestment Fund 401(k) Plan · $22M · 91 · 79th
- 5500 $22M
- ASSETS 91
- PCT 79th
- EIN 401(k)
- RANK near Wdi, LLC 401(k) Plan
- PHOTO ind #6128
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 →
The Reinvestment Fund 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$2M |
| Employer EIN | 232331946 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Reinvestment Fund)
Sponsor-wide plan assets over time
All The Reinvestment Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 44.642031284010045% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 91 | $22M |
| 2023 | 1 | 106 | $28M |
| 2024 | 1 | 118 | $32M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $14.8B · 97,769
- Cigna 401(k) Plan $11.5B · 66,147
- The PNC Financial Services Group, Inc. Incentive Savings Plan $8.1B · 59,451
- The Vanguard Retirement and Savings Plan $8.1B · 17,073
- The Bank of New York Mellon Corporation 401(k) Savings Plan $7.8B · 25,071
The Reinvestment Fund 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Wdi, LLC 401(k) Plan in WI ($22M); by covered participants it is Mcalister Oil 401(k) Plan in KS (91 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Wdi, LLC 401(k) Plan (WI) $22M · 264
- Jse 401(k) Plan (GA) $22M · 320
- Ideal Image Development 401(k) Plan (FL) $22M · 1,948
- Vytalogy Wellness 401(k) Plan (CA) $22M · 192
Similar participant headcount
Nearest other-state filings by covered participants (91 participants); asset peers above are excluded.
- Mcalister Oil 401(k) Plan (KS) 91 · 0 off
- Tsa Consulting Group, Inc. Profit Sharing and Retirement Investment Plan (FL) 91 · 0 off
- Cornerstone 401(k) Retirement Plan (IN) 91 · 0 off
- Advicent 401(k) Plan (WI) 91 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.