401(k) · DOL Form 5500 · 2023

The Reese Group, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
114
Participants Small participant base
53rd
Percentile by assets National rank
$68,584
Avg per participant Below avg balance/head
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Official DOL plan name: The Reese Group, Inc. 401(k) Plan · Sponsored by The Reese Group, Inc. · Tennessee · Wholesale Trade

$8M in assets, 114 participants

The Reese Group, Inc.'s The Reese Group, Inc. 401(k) Plan reported $8M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,761 in Wholesale Trade (6,309 peers)

Coverage in Tennessee

The Reese Group, Inc. 401(k) Plan covers 114 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $8M.

#2,761
in Wholesale Trade (6,309 peers)
+20.0%
assets growth YoY

The Reese Group, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

The Reese Group, Inc. 401(k) Plan vs every filed plan by assets

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

$7,818,618 Top 47% higher than 53% 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

The Reese Group, Inc. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Reese Group, Inc. 401(k) Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Reese Group, Inc. 401(k) Plan reported net income rose from -$965K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Reese Group, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • The Reese Group, Inc. 401(k) Plan reported participants fell from 118 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 621077825 · The Reese Group, Inc. PY 2023 · 401(k)

The Reese Group, Inc. 401(k) Plan · $8M · 114 · 53rd

  • PART $8M
  • TYPE 114
  • NET 53rd
  • BOOK 401(k)
  • VS-ST near Trevena, Inc. 401(k) Plan
  • BOY ind #2761

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 Wholesale Trade retirement plans → · Plans in Tennessee →

The Reese Group, Inc. 401(k) Plan in the asset neighbourhood

The Reese Group, Inc. 401(k) PlanThe Reese Group, Inc. 401(k)…$8MTrevena, Inc. 401(k) Plan$8MCastlerock Communities, L.L.C. 401(k) PlanCastlerock Communities, L.L.…$8MTanner Services, LLC 401(k) Profit Sharing Plan Sharing PlanTanner Services, LLC 401(k) …$8MEvolution Medical Communications Retirement PlanEvolution Medical Communicat…$8M
End-of-year total assets ($M) among The Reese Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN621077825
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Reese Group, Inc.)

Sponsor-wide plan assets over time

All The Reese Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 23.339069822917928% vs 2022
2024 filing year
$6M$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.51M $8.03M ▲ +23.3%
Year Plans Participants Total Assets
2022 1 118 $7M
2023 1 114 $8M
2024 1 119 $8M

Nearby 401(k) Plans in Tennessee

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

The Reese Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants The Reese Group, Inc. 401(k) Plan, Total assets ($B): 0.007818618 · Participants: 114The Reese Group, Inc. 401(k) PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
The Reese Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare The Reese Group, Inc. 401(k) Plan side-by-side with 3 peers →

The Reese Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Trevena, Inc. 401(k) Plan in PA ($8M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 The Reese Group, Inc. 401(k) Plan assets move in 2023? ▼
The Reese Group, Inc. 401(k) Plan grew sharply - up 20.0% during 2023, from $7M to $8M. Reported net income was $1M.
How have The Reese Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Reese Group, Inc.'s sponsor-wide assets grew 23.3%, from $7M to $8M.
Which 401(k) plans are similar in size to The Reese Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Trevena, Inc. 401(k) Plan in PA ($8M, 34 participants).
Which 401(k) plans cover a similar participant headcount to The Reese Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 participants, N/A 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 621077825.

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.