401(k) · DOL Form 5500 · 2023

Retirebetter, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
75
Participants Small participant base
71st
Percentile by assets National rank
$243,397
Avg per participant Above avg balance/head
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Official DOL plan name: Retirebetter Pooled Employer Plan · Sponsored by Retirebetter, Inc. · Texas · Administrative & Support Services

$18M in assets, 75 participants

Retirebetter, Inc.'s Retirebetter Pooled Employer Plan reported $18M in total assets and 75 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #3,712 in Administrative & Support Services (4,372 peers)

2023 asset change

Retirebetter Pooled Employer Plan grew sharply 18.2% in 2023 ($15M → $18M) for 75 participants.

#3,712
in Administrative & Support Services (4,372 peers)
+18.2%
assets growth YoY

Retirebetter Pooled Employer Plan's outsized position by total assets

Retirebetter Pooled Employer Plan vs every filed plan by assets

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

$18,254,768 Top 29% higher than 71% 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

Retirebetter Pooled Employer Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirebetter Pooled Employer Plan is a small filing (75 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirebetter Pooled Employer Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Retirebetter Pooled Employer Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Retirebetter Pooled Employer Plan reported participants rose from N/A in the plan year 2022 filing to 75 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 882431624 · Retirebetter, Inc. PY 2023 · 401(k)

Retirebetter Pooled Employer Plan · $18M · 75 · 71st

  • PCT $18M
  • EIN 75
  • RANK 71st
  • PHOTO 401(k)
  • IND near Intelligent Waves, LLC 401(k) Plan
  • EOY ind #3712

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 →

Retirebetter Pooled Employer Plan in the asset neighbourhood

Intelligent Waves, LLC 401(k) PlanIntelligent Waves, LLC 401(k…$18MStewart Efi 401(k) Plan$18MMunicipal Credit Union 401(k) PlanMunicipal Credit Union 401(k…$18MRetirebetter Pooled Employer PlanRetirebetter Pooled Employer…$18MSss/Sme/Ami 401(k) Savings PlanSss/Sme/Ami 401(k) Savings P…$18M
End-of-year total assets ($M) among Retirebetter Pooled Employer Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Retirebetter, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Retirebetter, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 5.760182463911465% vs 2022
2024 filing year
$14M$16M$18M$20M 202220232024 $15.5M $14.6M ▼ -5.8%
Year Plans Participants Total Assets
2022 1 N/A $15M
2023 1 75 $18M
2024 1 75 $15M

2023 asset-move particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$18M
Net Income$3M
Employer EIN882431624
Plan Effective Date2022-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Retirebetter Pooled Employer Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Retirebetter Pooled Employer Plan, Total assets ($B): 0.018254768 · Participants: 75Retirebetter Pooled Employer 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
Retirebetter Pooled Employer Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Retirebetter Pooled Employer Plan side-by-side with 3 peers →

Retirebetter Pooled Employer Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Intelligent Waves, LLC 401(k) Plan in VA ($18M); by covered participants it is Airbiquity 401(k) Plan in WA (75 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (75 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 Retirebetter Pooled Employer Plan assets move in 2023? ▼
Retirebetter Pooled Employer Plan grew sharply - up 18.2% during 2023, from $15M to $18M. Reported net income was $3M.
How have Retirebetter, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Retirebetter, Inc.'s sponsor-wide assets declined 5.8%, from $15M to $15M.
Which 401(k) plans are similar in size to Retirebetter Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by assets is Intelligent Waves, LLC 401(k) Plan in VA ($18M, 228 participants).
Which 401(k) plans cover a similar participant headcount to Retirebetter Pooled Employer Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Airbiquity 401(k) Plan in WA (75 participants, $15M 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 882431624.

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.