401(k) · DOL Form 5500 · 2022
Reading & Math, Inc. 401(k) Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 214
- Participants Below avg headcount
- 46th
- Percentile by assets National rank
- $18,682
- Avg per participant Low balance/head
Official DOL plan name: Reading & Math, Inc. 401(k) Plan · Sponsored by Reading & Math, Inc. · Minnesota · Educational Services
$4M in assets, 214 participants
Reading & Math, Inc.'s Reading & Math, Inc. 401(k) Plan reported $4M in total assets and 214 participants in its 2022 DOL Form 5500 filing, ranking in the 46th 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.
- #1,280 in Educational Services (4,024 peers)
Coverage in Minnesota
Reading & Math, Inc. 401(k) Plan covers 214 participants in Minnesota, about 19% of the average Minnesota filer (state average ~1,126 per filing). Assets: $4M.
- #1,280
- in Educational Services (4,024 peers)
- -4.3%
- assets change YoY
The plan reported a net loss of $179K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Reading & Math, Inc. 401(k) Plan's mid-pack asset rank among Educational Services and all filers
Reading & Math, Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,997,924 46th percentile higher than 46% 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
Reading & Math, 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. Reading & Math, Inc. 401(k) Plan sits mid-pack in the medium band (214 participants).
Published 5500 schedule card
Filing strip 472306902 · Reading & Math, Inc. PY 2022 · 401(k)
Reading & Math, Inc. 401(k) Plan · $4M · 214 · 46th
- PHOTO $4M
- PHOTO 214
- PHOTO 46th
- PHOTO 401(k)
- PHOTO near Corporate Brokers, LLC Retirement Savings Plan
- PHOTO ind #1280
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 Educational Services retirement plans → · Plans in Minnesota →
Reading & Math, Inc. 401(k) Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$179K |
| Employer EIN | 472306902 |
| Plan Effective Date | 2010-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Reading & Math, Inc.)
Sponsor-wide plan assets over time
All Reading & Math, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 130.51888930354855% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 214 | $4M |
| 2023 | 1 | 240 | $6M |
| 2024 | 1 | 347 | $9M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Reading & Math, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Corporate Brokers, LLC Retirement Savings Plan in MD ($4M); by covered participants it is Phoenix Processor Retirement Savings Plan in WA (214 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (214 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.