401(k) · DOL Form 5500 · 2022

Ratio States, LLC 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
154
Participants Small participant base
80th
Percentile by assets National rank
$159,545
Avg per participant Above avg balance/head
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Official DOL plan name: Ratio States, LLC 401(k) Plan · Sponsored by Ratio States, LLC · Indiana · Professional & Technical Services

$25M in assets, 154 participants

Ratio States, LLC's Ratio States, LLC 401(k) Plan reported $25M in total assets and 154 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,389 in Professional & Technical Services (21,562 peers)

Coverage in Indiana

Ratio States, LLC 401(k) Plan covers 154 participants in Indiana, about 28% of the average Indiana filer (state average ~541 per filing). Assets: $25M.

#17,389
in Professional & Technical Services (21,562 peers)
-22.8%
assets change YoY
0.2×
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.

Ratio States, LLC 401(k) Plan's outsized position by total assets

Ratio States, LLC 401(k) Plan vs every filed plan by assets

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

$24,570,001 Top 20% higher than 80% 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

Ratio States, LLC 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. Ratio States, LLC 401(k) Plan sits mid-pack in the medium band (154 participants).

Form 5500 schedule snapshot

Filing strip 472339289 · Ratio States, LLC PY 2022 · 401(k)

Ratio States, LLC 401(k) Plan · $25M · 154 · 80th

  • PART $25M
  • TYPE 154
  • NET 80th
  • BOOK 401(k)
  • VS-ST near Overseas Service Corporation 401(k) Plan and Trust
  • BOY ind #17389

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 Indiana →

Ratio States, LLC 401(k) Plan in the asset neighbourhood

Ratio States, LLC 401(k) Plan$25MOverseas Service Corporation 401(k) Plan and TrustOverseas Service Corporation…$25MThe Employees Retirement and Section 401(k) Plan and TrustThe Employees Retirement and…$25MColtene/Whaledent, Inc. Profit Sharing PlanColtene/Whaledent, Inc. Prof…$25MOracle Elevator Company Retirement Savings PlanOracle Elevator Company Reti…$25M
End-of-year total assets ($M) among Ratio States, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$25M
Net Income-$7M
Employer EIN472339289
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ratio States, LLC)

Sponsor-wide plan assets over time

All Ratio States, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 40.56018149938211% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.6M $34.5M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 154 $25M
2023 1 174 $28M
2024 1 213 $35M

Nearby 401(k) Plans in Indiana

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

Ratio States, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Ratio States, LLC 401(k) Plan, Total assets ($B): 0.024570001 · Participants: 154Ratio States, LLC 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Ratio States, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Ratio States, LLC 401(k) Plan side-by-side with 3 peers →

Ratio States, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Overseas Service Corporation 401(k) Plan and Trust in FL ($25M); by covered participants it is Kenna Security, Inc. 401(k) Plan in CA (154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (154 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 Ratio States, LLC 401(k) Plan assets move in 2022? ▼
Ratio States, LLC 401(k) Plan declined sharply - down 22.8% during 2022, from $32M to $25M. Reported net income was -$7M.
How have Ratio States, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ratio States, LLC's sponsor-wide assets grew 40.6%, from $25M to $35M.
Where does Ratio States, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Ratio States, LLC 401(k) Plan ranks in the 80th 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 Ratio States, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Overseas Service Corporation 401(k) Plan and Trust in FL ($25M, 368 participants).
Which 401(k) plans cover a similar participant headcount to Ratio States, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kenna Security, Inc. 401(k) Plan in CA (154 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 472339289.

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.