401(k) · DOL Form 5500 · 2022

Low Va Rates, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
289
Participants Below avg headcount
32nd
Percentile by assets National rank
$6,302
Avg per participant Low balance/head
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Official DOL plan name: Retirement Income Security Plan-Low Va Rates, LLC · Sponsored by Low Va Rates, LLC · Utah · Finance & Insurance

$2M in assets, 289 participants

Low Va Rates, LLC's Retirement Income Security Plan-Low Va Rates, LLC reported $2M in total assets and 289 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,022 in Finance & Insurance (9,261 peers)

Coverage in Utah

Retirement Income Security Plan-Low Va Rates, LLC covers 289 participants in Utah, about 49% of the average Utah filer (state average ~592 per filing). Assets: $2M.

#2,022
in Finance & Insurance (9,261 peers)
+21.4%
assets growth YoY

Retirement Income Security Plan-Low Va Rates, LLC among the smaller filed plans by assets

Retirement Income Security Plan-Low Va Rates, LLC vs every filed plan by assets

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

$1,821,220 32nd percentile higher than 32% 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

Retirement Income Security Plan-Low Va Rates, LLC 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. Retirement Income Security Plan-Low Va Rates, LLC sits mid-pack in the medium band (289 participants).

Published 5500 schedule card

Filing strip 463435079 · Low Va Rates, LLC PY 2022 · 401(k)

Retirement Income Security Plan-Low Va Rates, LLC · $2M · 289 · 32nd

  • EIN $2M
  • EIN 289
  • EIN 32nd
  • EIN 401(k)
  • EIN near Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan
  • EIN ind #2022

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 Utah →

Retirement Income Security Plan-Low Va Rates, LLC in the asset neighbourhood

Retirement Income Security Plan-Low Va Rates, LLCRetirement Income Security P…$2MMccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing PlanMccarthy Mcenroe Rosinksi & …$2MInterstate Meat Distributors 401(k) PlanInterstate Meat Distributors…$2MBrothers and Sisters Cleaning Services, Inc. 401(k) PlanBrothers and Sisters Cleanin…$2MCaregivers Making a Difference, Inc. 401(k) Profit Sharing PlanCaregivers Making a Differen…$2M
End-of-year total assets ($M) among Retirement Income Security Plan-Low Va Rates, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Utah filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$322K
Employer EIN463435079
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Low Va Rates, LLC)

Sponsor-wide plan assets over time

All Low Va Rates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.4982374452290223% vs 2022
2023 filing year
$1.82M$1.82M$1.83M$1.83M$1.84M 20222023 $1.82M $1.83M ▲ +0.5%
Year Plans Participants Total Assets
2022 1 289 $2M
2023 1 114 $2M

Nearby 401(k) Plans in Utah

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

Retirement Income Security Plan-Low Va Rates, LLC vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Retirement Income Security Plan-Low Va Rates, LLC, Total assets ($B): 0.00182122 · Participants: 289Retirement Income Security Plan-Low Va Rates, LLCDeseret 401(k) Plan, Total assets ($B): 4.66432779 · Participants: 23455Deseret 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 3.594057 · Participants: 42446Intermountain Healthcare Savings Plus 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.478809721 · Participants: 9870Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 0.951734159 · Participants: 16878Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.588382505 · Participants: 4068Autoliv Asp, Inc. Employee Savings and Investment Plan
Retirement Income Security Plan-Low Va Rates, LLC vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Retirement Income Security Plan-Low Va Rates, LLC side-by-side with 3 peers →

Retirement Income Security Plan-Low Va Rates, LLC's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan in PA ($2M); by covered participants it is De Pere Cabinet, Inc. Employees' Profit Sharing and Savings Plan in WI (289 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (289 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 Retirement Income Security Plan-Low Va Rates, LLC assets move in 2022? ▼
Retirement Income Security Plan-Low Va Rates, LLC grew sharply - up 21.4% during 2022, from $1M to $2M. Reported net income was $322K.
How have Low Va Rates, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Low Va Rates, LLC's sponsor-wide assets grew 0.5%, from $2M to $2M.
Which 401(k) plans are similar in size to Retirement Income Security Plan-Low Va Rates, LLC? ▼
Among 401(k) plans in other states, the closest by assets is Mccarthy Mcenroe Rosinksi & Joy P.C. 401(k) Profit Sharing Plan in PA ($2M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Income Security Plan-Low Va Rates, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is De Pere Cabinet, Inc. Employees' Profit Sharing and Savings Plan in WI (289 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 463435079.

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.