401(k) · DOL Form 5500 · 2023

Ratio States, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
174
Participants Small participant base
78th
Percentile by assets National rank
$163,705
Avg per participant Above avg balance/head
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Official DOL plan name: Ratio States, LLC 401(k) Plan · Sponsored by Ratio States, LLC · Indiana · Professional & Technical Services

$28M in assets, 174 participants

Ratio States, LLC's Ratio States, LLC 401(k) Plan reported $28M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #16,040 in Professional & Technical Services (20,321 peers)

Coverage in Indiana

Ratio States, LLC 401(k) Plan covers 174 participants in Indiana, about 32% of the average Indiana filer (state average ~541 per filing). Assets: $28M.

#16,040
in Professional & Technical Services (20,321 peers)
+15.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Ratio States, LLC 401(k) Plan's outsized position by total assets

Ratio States, LLC 401(k) Plan vs every filed plan by assets

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

$28,484,594 Top 22% higher than 78% 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

Ratio States, LLC 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. Ratio States, LLC 401(k) Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ratio States, LLC 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Ratio States, LLC 401(k) Plan end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Ratio States, LLC 401(k) Plan reported participants rose from 154 in the plan year 2022 filing to 174 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 472339289 · Ratio States, LLC PY 2023 · 401(k)

Ratio States, LLC 401(k) Plan · $28M · 174 · 78th

  • VS-ST $28M
  • BOY 174
  • SCH 78th
  • EBSA 401(k)
  • PART near Clippard 401(k)/ Profit Sharing Plan
  • TYPE ind #16040

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 Indiana →

Ratio States, LLC 401(k) Plan in the asset neighbourhood

Bren-Tronics, Inc. 401(k) Profit Sharing PlanBren-Tronics, Inc. 401(k) Pr…$28MRatio States, LLC 401(k) Plan$28MClippard 401(k)/ Profit Sharing PlanClippard 401(k)/ Profit Shar…$28MFate Therapeutics, Inc. 401(k) Pension PlanFate Therapeutics, Inc. 401(…$28MSchlossmann Automotive Group, Inc. 401(k) PlanSchlossmann Automotive Group…$28M
End-of-year total assets ($M) among Ratio States, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN472339289
Plan Effective Date1990-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ratio States, LLC)

Sponsor-wide plan assets over time

All Ratio States, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 40.56018149938211% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.6M $34.5M ▲ +40.6%
Year Plans Participants Total Assets
2022 1 154 $25M
2023 1 174 $28M
2024 1 213 $35M

Nearby 401(k) Plans in Indiana

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

Ratio States, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Ratio States, LLC 401(k) Plan, Total assets ($B): 0.028484594 · Participants: 174Ratio States, LLC 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Ratio States, LLC 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Ratio States, LLC 401(k) Plan side-by-side with 3 peers →

Ratio States, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Clippard 401(k)/ Profit Sharing Plan in OH ($28M); by covered participants it is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 Ratio States, LLC 401(k) Plan assets move in 2023? ▼
Ratio States, LLC 401(k) Plan grew sharply - up 15.9% during 2023, from $25M to $28M. Reported net income was $4M.
How have Ratio States, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ratio States, LLC's sponsor-wide assets grew 40.6%, from $25M to $35M.
Where does Ratio States, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Ratio States, LLC 401(k) Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Ratio States, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clippard 401(k)/ Profit Sharing Plan in OH ($28M, 223 participants).
Which 401(k) plans cover a similar participant headcount to Ratio States, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants, $24M 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 472339289.

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.