401(k) · DOL Form 5500 · 2023

Reliance Partners, LLC 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
236
Participants Below avg headcount
52nd
Percentile by assets National rank
$31,778
Avg per participant Low balance/head
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Official DOL plan name: Reliance Partners, LLC · Sponsored by Reliance Partners, LLC · Tennessee · Finance & Insurance

$7M in assets, 236 participants

Reliance Partners, LLC's Reliance Partners, LLC reported $7M in total assets and 236 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.

  • #3,334 in Finance & Insurance (8,869 peers)

Coverage in Tennessee

Reliance Partners, LLC covers 236 participants in Tennessee, about 21% of the average Tennessee filer (state average ~1,126 per filing). Assets: $7M.

#3,334
in Finance & Insurance (8,869 peers)
+53.8%
assets growth YoY

Reliance Partners, LLC's mid-pack asset rank among Finance & Insurance and all filers

Reliance Partners, LLC vs every filed plan by assets

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

$7,499,655 Top 48% higher than 52% 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

Reliance Partners, LLC 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. Reliance Partners, LLC sits mid-pack in the medium band (236 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Reliance Partners, LLC reported net income rose from $896K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Reliance Partners, LLC end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Reliance Partners, LLC reported participants rose from 186 in the plan year 2022 filing to 236 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 264244586 · Reliance Partners, LLC PY 2023 · 401(k)

Reliance Partners, LLC · $7M · 236 · 52nd

  • BOY $7M
  • BOY 236
  • BOY 52nd
  • BOY 401(k)
  • BOY near 401(k) Profit Sharing Plan & Trust of Resj P.C.
  • BOY ind #3334

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 Finance & Insurance retirement plans → · Plans in Tennessee →

Reliance Partners, LLC in the asset neighbourhood

Reliance Partners, LLC$7M401(k) Profit Sharing Plan & Trust of Resj P.C.401(k) Profit Sharing Plan &…$7MLower Electric, LLC Retirement Plan & TrustLower Electric, LLC Retireme…$7MM9 Solutions Retirement Plan$7MCalifornia Bankers AssociationCalifornia Bankers Associati…$8M
End-of-year total assets ($M) among Reliance Partners, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$3M
Employer EIN264244586
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Reliance Partners, LLC)

Sponsor-wide plan assets over time

All Reliance Partners, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$10M 96.69989488426506% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $4.88M $9.59M ▲ +96.5%
Year Plans Participants Total Assets
2022 1 186 $5M
2023 1 236 $7M
2024 1 254 $10M

Nearby 401(k) Plans in Tennessee

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

Reliance Partners, LLC vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Reliance Partners, LLC, Total assets ($B): 0.007499655 · Participants: 236Reliance Partners, LLCFedex 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
Reliance Partners, LLC vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Reliance Partners, LLC side-by-side with 3 peers →

Reliance Partners, LLC's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is 401(k) Profit Sharing Plan & Trust of Resj P.C. in GA ($7M); by covered participants it is Cap Government Retirement Plan in FL (236 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (236 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 Reliance Partners, LLC assets move in 2023? ▼
Reliance Partners, LLC surged - up 53.8% during 2023, from $5M to $7M. Reported net income was $3M.
How have Reliance Partners, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Reliance Partners, LLC's sponsor-wide assets grew 96.7%, from $5M to $10M.
Which 401(k) plans are similar in size to Reliance Partners, LLC? ▼
Among 401(k) plans in other states, the closest by assets is 401(k) Profit Sharing Plan & Trust of Resj P.C. in GA ($7M, 33 participants).
Which 401(k) plans cover a similar participant headcount to Reliance Partners, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Cap Government Retirement Plan in FL (236 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 264244586.

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.