401(k) · DOL Form 5500 · 2022

Rea & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$74M
Total assets Below avg plan size
394
Participants Below avg headcount
91st
Percentile by assets National rank
$187,174
Avg per participant Above avg balance/head
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Official DOL plan name: Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Rea & Associates, Inc. · Ohio · Professional & Technical Services

$74M in assets, 394 participants

Rea & Associates, Inc.'s Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust reported $74M in total assets and 394 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #19,849 in Professional & Technical Services (21,562 peers)

Where Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust sits by assets

Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust sits in the top 10% of all filed plans by assets, $74M for 394 participants (~$187,174/participant), up 9.1% in 2022.

#19,849
in Professional & Technical Services (21,562 peers)
+9.1%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$73,746,397 Top 9% higher than 91% 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

Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust 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. Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (394 participants).

DOL schedule card

Filing strip 341310124 · Rea & Associates, Inc. PY 2022 · 401(k)

Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust · $74M · 394 · 91st

  • NET $74M
  • NET 394
  • NET 91st
  • NET 401(k)
  • NET near Jordano's, Inc. 401(k) Plan
  • NET ind #19849

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 Ohio →

Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Rea & Associates, Inc. 401(k) Profit Sharing Plan and TrustRea & Associates, Inc. 401(k…$74MJordano's, Inc. 401(k) Plan$74MOne10 LLC Employee Savings and Investment PlanOne10 LLC Employee Savings a…$74MDick Blick Profit Sharing PlanDick Blick Profit Sharing Pl…$74MAxley Brynelson, LLP 401(k) Savings & Profit Sharing PlanAxley Brynelson, LLP 401(k) …$74M
End-of-year total assets ($M) among Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$74M
Net Income$6M
Employer EIN341310124
Plan Effective Date1980-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rea & Associates, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$96M 29.93596148161652% vs 2022
2023 filing year
$70M$80M$90M$100M 20222023 $73.8M $95.8M ▲ +29.9%
Year Plans Participants Total Assets
2022 1 394 $74M
2023 1 408 $96M

Nearby 401(k) Plans in Ohio

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

Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.073746397 · Participants: 394Rea & Associates, Inc. 401(k) Profit Sharing Plan and TrustThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Jordano's, Inc. 401(k) Plan in CA ($74M); by covered participants it is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (394 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($74M here).

Similar participant headcount

Nearest other-state filings by covered participants (394 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 Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2022? ▼
Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust grew at a solid clip - up 9.1% during 2022, from $68M to $74M. Reported net income was $6M.
How have Rea & Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Rea & Associates, Inc.'s sponsor-wide assets grew 29.9%, from $74M to $96M.
Where does Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼
Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Jordano's, Inc. 401(k) Plan in CA ($74M, 445 participants).
Which 401(k) plans cover a similar participant headcount to Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Preservation Management, Inc. 401(k) Profit Sharing Plan in ME (394 participants, $6M 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 341310124.

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.