401(k) · DOL Form 5500 · 2022
Retail Investors of Texas, Ltd. 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 743
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $41,474
- Avg per participant Low balance/head
Official DOL plan name: Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust · Sponsored by Retail Investors of Texas, Ltd. · Texas · Retail Trade
$31M in assets, 743 participants
Retail Investors of Texas, Ltd.'s Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust reported $31M in total assets and 743 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #8,628 in Retail Trade (9,519 peers)
Where Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust sits by assets
Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $31M for 743 participants (~$41,474/participant), down 19.5% in 2022.
- #8,628
- in Retail Trade (9,519 peers)
- -19.5%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$30,815,504 Top 17% higher than 83% 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
Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust 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. Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (743 participants).
DOL schedule card
Filing strip 741471937 · Retail Investors of Texas, Ltd. PY 2022 · 401(k)
Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust · $31M · 743 · 83rd
- ASSETS $31M
- ASSETS 743
- ASSETS 83rd
- ASSETS 401(k)
- ASSETS near Continental Real Estate Companies Retirement Plan
- ASSETS ind #8628
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 Retail Trade retirement plans → · Plans in Texas →
Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$7M |
| Employer EIN | 741471937 |
| Plan Effective Date | 1988-09-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Retail Investors of Texas, Ltd.)
Sponsor-wide plan assets over time
All Retail Investors of Texas, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 20.049560117530447% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 743 | $31M |
| 2023 | 1 | 745 | $35M |
| 2024 | 1 | 810 | $37M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Continental Real Estate Companies Retirement Plan in OH ($31M); by covered participants it is Taylor Made Employees Savings Retirement Program in CA (743 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
Similar participant headcount
Nearest other-state filings by covered participants (743 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.