401(k) · DOL Form 5500 · 2022
Motley Rice LLC 401(k) Plan
Data updated 2026-08-25
- $87M
- Total assets Below avg plan size
- 305
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $284,023
- Avg per participant High balance/head
Official DOL plan name: Motley Rice LLC Employee Retirement Savings Plan · Sponsored by Motley Rice LLC · South Carolina · Professional & Technical Services
$87M in assets, 305 participants
Motley Rice LLC's Motley Rice LLC Employee Retirement Savings Plan reported $87M in total assets and 305 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.
- #20,067 in Professional & Technical Services (21,562 peers)
Where Motley Rice LLC Employee Retirement Savings Plan sits by assets
Motley Rice LLC Employee Retirement Savings Plan sits in the top 10% of all filed plans by assets, $87M for 305 participants (~$284,023/participant), down 13.5% in 2022.
- #20,067
- in Professional & Technical Services (21,562 peers)
- -13.5%
- assets change YoY
- 0.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $13M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Motley Rice LLC Employee Retirement Savings Plan's outsized position by total assets
Motley Rice LLC Employee Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$86,627,096 Top 8% higher than 92% 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
Motley Rice LLC Employee Retirement Savings 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. Motley Rice LLC Employee Retirement Savings Plan sits mid-pack in the medium band (305 participants).
Published 5500 schedule card
Filing strip 753051732 · Motley Rice LLC PY 2022 · 401(k)
Motley Rice LLC Employee Retirement Savings Plan · $87M · 305 · 92nd
- NET $87M
- BOOK 305
- VS-ST 92nd
- BOY 401(k)
- SCH near Cim Group, L.P. 401(k) Plan
- EBSA ind #20067
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 Professional & Technical Services retirement plans → · Plans in South Carolina →
Motley Rice LLC Employee Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $100M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | -$13M |
| Employer EIN | 753051732 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Motley Rice LLC)
Sponsor-wide plan assets over time
All Motley Rice LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $119M 37.15856641436993% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 305 | $87M |
| 2023 | 1 | 290 | $105M |
| 2024 | 1 | 294 | $119M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Michelin 401(k) Savings Plan $3.6B · 13,708
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.2B · 7,829
- Sonoco Retirement & Savings Plan $1.2B · 9,714
- The Milliken Retirement Plan $1.2B · 6,185
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.1B · 11,881
Motley Rice LLC Employee Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside South Carolina, the nearest 401(k) by assets is Cim Group, L.P. 401(k) Plan in CA ($87M); by covered participants it is Unite Retirement Savings Plan in MO (305 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($87M here).
- Cim Group, L.P. 401(k) Plan (CA) $87M · 1,004
- Baker Newman & Noyes, LLC 401(k) Profit Sharing Plan (ME) $87M · 295
- Duro-Last, Inc. Employee's 401(k) Retirement Plan (MI) $87M · 747
- Firstbank 401(k) Savings Plan & Trust (TN) $87M · 1,841
Similar participant headcount
Nearest other-state filings by covered participants (305 participants); asset peers above are excluded.
- Unite Retirement Savings Plan (MO) 305 · 0 off
- Hilo Medical Investors Ltd 401(k) Plan (HI) 305 · 0 off
- Cataler North America 401(k) Plan (NC) 305 · 0 off
- Power Auto Inc. 401(k) Plan (OR) 305 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.