401(k) · DOL Form 5500 · 2023

Toby Richey & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
32nd
Percentile by assets National rank
$274,235
Avg per participant High balance/head
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Official DOL plan name: Toby Richey & Associates, Inc. 401(k) Plan · Sponsored by Toby Richey & Associates, Inc. · Texas · Administrative & Support Services

$2M in assets, 8 participants

Toby Richey & Associates, Inc.'s Toby Richey & Associates, Inc. 401(k) Plan reported $2M in total assets and 8 participants in its 2023 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.

  • #2,403 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Toby Richey & Associates, Inc. 401(k) Plan ranks #2,403 of 4,372 2023 filers by assets (1315% of the sector average)-$2M for 8 participants.

#2,403
in Administrative & Support Services (4,372 peers)
+31.4%
assets growth YoY

Toby Richey & Associates, Inc. 401(k) Plan among the smaller filed plans by assets

Toby Richey & Associates, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,193,877 32nd percentile higher than 32% of 127,068 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 2023

Toby Richey & Associates, Inc. 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Toby Richey & Associates, Inc. 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Toby Richey & Associates, Inc. 401(k) Plan reported net income rose from -$283K in the plan year 2022 filing to $524K in the plan year 2023 filing.
  • Toby Richey & Associates, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Toby Richey & Associates, Inc. 401(k) Plan reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 562350976 · Toby Richey & Associates, Inc. PY 2023 · 401(k)

Toby Richey & Associates, Inc. 401(k) Plan · $2M · 8 · 32nd

  • VS-ST $2M
  • VS-ST 8
  • VS-ST 32nd
  • VS-ST 401(k)
  • VS-ST near Steadymd, Inc. 401(k) Plan
  • VS-ST ind #2403

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 Administrative & Support Services retirement plans → · Plans in Texas →

Toby Richey & Associates, Inc. 401(k) Plan in the asset neighbourhood

Toby Richey & Associates, Inc. 401(k) PlanToby Richey & Associates, In…$2MSteadymd, Inc. 401(k) Plan$2MGreenlight Pep$2MBaddour, Parker & Hine, P.C. 401(k) PlanBaddour, Parker & Hine, P.C.…$2MM&a Transportation, Inc. 401(k) PlanM&a Transportation, Inc. 401…$2M
End-of-year total assets ($M) among Toby Richey & Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$524K
Employer EIN562350976
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Toby Richey & Associates, Inc.)

Sponsor-wide plan assets over time

All Toby Richey & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 62.16010492400197% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M 202220232024 $1.67M $2.71M ▲ +62.3%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 8 $2M
2024 1 8 $3M

Nearby 401(k) Plans in Texas

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

Toby Richey & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Toby Richey & Associates, Inc. 401(k) Plan, Total assets ($B): 0.002193877 · Participants: 8Toby Richey & Associates, Inc. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Toby Richey & Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Toby Richey & Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Toby Richey & Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Steadymd, Inc. 401(k) Plan in MO ($2M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Toby Richey & Associates, Inc. 401(k) Plan assets move in 2023? ▼
Toby Richey & Associates, Inc. 401(k) Plan surged - up 31.4% during 2023, from $2M to $2M. Reported net income was $524K.
How have Toby Richey & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Toby Richey & Associates, Inc.'s sponsor-wide assets grew 62.2%, from $2M to $3M.
Which 401(k) plans are similar in size to Toby Richey & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Steadymd, Inc. 401(k) Plan in MO ($2M, 399 participants).
Which 401(k) plans cover a similar participant headcount to Toby Richey & Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 562350976.

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.