401(k) · DOL Form 5500 · 2022

Reliance First Capital, LLC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
397
Participants Below avg headcount
77th
Percentile by assets National rank
$48,565
Avg per participant Low balance/head
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Official DOL plan name: Reliance First Capital, LLC Employees Savings Trust · Sponsored by Reliance First Capital, LLC · New York · Finance & Insurance

$19M in assets, 397 participants

Reliance First Capital, LLC's Reliance First Capital, LLC Employees Savings Trust reported $19M in total assets and 397 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,852 in Finance & Insurance (9,261 peers)

Coverage in New York

Reliance First Capital, LLC Employees Savings Trust covers 397 participants in New York, about 50% of the average New York filer (state average ~798 per filing). Assets: $19M.

#5,852
in Finance & Insurance (9,261 peers)
-17.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Reliance First Capital, LLC Employees Savings Trust's outsized position by total assets

Reliance First Capital, LLC Employees Savings Trust vs every filed plan by assets

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

$19,280,397 Top 23% higher than 77% 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

Reliance First Capital, LLC Employees Savings 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. Reliance First Capital, LLC Employees Savings Trust sits mid-pack in the medium band (397 participants).

EBSA filing schedule strip

Filing strip 262261031 · Reliance First Capital, LLC PY 2022 · 401(k)

Reliance First Capital, LLC Employees Savings Trust · $19M · 397 · 77th

  • 5500 $19M
  • 5500 397
  • 5500 77th
  • 5500 401(k)
  • 5500 near Kingland Systems, LLC 401(k) Plan
  • 5500 ind #5852

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 New York →

Reliance First Capital, LLC Employees Savings Trust in the asset neighbourhood

Reliance First Capital, LLC Employees Savings TrustReliance First Capital, LLC …$19MKingland Systems, LLC 401(k) PlanKingland Systems, LLC 401(k)…$19MMetropolitan Public Defender Restated Retirement PMetropolitan Public Defender…$19MRlg Employees' 401(k) Plan$19MProfit Sharing Retirement Plan of Piedmont Federal Savings BankProfit Sharing Retirement Pl…$19M
End-of-year total assets ($M) among Reliance First Capital, LLC Employees Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$19M
Net Income-$4M
Employer EIN262261031
Plan Effective Date2008-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Reliance First Capital, LLC)

Sponsor-wide plan assets over time

All Reliance First Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 41.559543613132035% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.3M $27.3M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 397 $19M
2023 1 306 $24M
2024 1 294 $27M

Nearby 401(k) Plans in New York

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

Reliance First Capital, LLC Employees Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Reliance First Capital, LLC Employees Savings Trust, Total assets ($B): 0.019280397 · Participants: 397Reliance First Capital, LLC Employees Savings TrustIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Reliance First Capital, LLC Employees Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Reliance First Capital, LLC Employees Savings Trust side-by-side with 3 peers →

Reliance First Capital, LLC Employees Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kingland Systems, LLC 401(k) Plan in IA ($19M); by covered participants it is Choiceone Bank 401(k) Plan in MI (397 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (397 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 Reliance First Capital, LLC Employees Savings Trust assets move in 2022? ▼
Reliance First Capital, LLC Employees Savings Trust declined sharply - down 17.2% during 2022, from $23M to $19M. Reported net income was -$4M.
How have Reliance First Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Reliance First Capital, LLC's sponsor-wide assets grew 41.6%, from $19M to $27M.
Where does Reliance First Capital, LLC Employees Savings Trust rank by assets among Form 5500 filers? ▼
Reliance First Capital, LLC Employees Savings Trust ranks in the 77th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Reliance First Capital, LLC Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kingland Systems, LLC 401(k) Plan in IA ($19M, 149 participants).
Which 401(k) plans cover a similar participant headcount to Reliance First Capital, LLC Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Choiceone Bank 401(k) Plan in MI (397 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 262261031.

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.