401(k) · DOL Form 5500 · 2023

Reliance, Inc. 401(k) Plan

Data updated 2026-08-25

$1.5B
Total assets Very large vs avg
10,729
Participants Very large workforce
99th
Percentile by assets National rank
$143,729
Avg per participant Near avg balance/head
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Official DOL plan name: Reliance, Inc. Master 401(k) Plan · Sponsored by Reliance, Inc. · Arizona · Wholesale Trade

$1.5B in assets, 10,729 participants

Reliance, Inc.'s Reliance, Inc. Master 401(k) Plan reported $1.5B in total assets and 10,729 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • #6,274 in Wholesale Trade (6,309 peers)

Coverage in Arizona

Reliance, Inc. Master 401(k) Plan covers 10,729 participants in Arizona, 19x the typical Arizona plan (state average ~564 per filing). Assets: $1.5B.

#6,274
in Wholesale Trade (6,309 peers)
+15.4%
assets growth YoY
15×
vs typical plan assets (national mean)

Reliance, Inc. Master 401(k) Plan's outsized position by total assets

Reliance, Inc. Master 401(k) Plan vs every filed plan by assets

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

$1,542,071,031 Top 1% higher than 99% 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, Inc. Master 401(k) Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Reliance, Inc. Master 401(k) Plan is a mega filing (10,729 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Reliance, Inc. Master 401(k) Plan reported net income rose from -$258M in the plan year 2022 filing to $205M in the plan year 2023 filing.
  • Reliance, Inc. Master 401(k) Plan end-of-year assets rose from $1.3B in the plan year 2022 filing to $1.5B in the plan year 2023 filing.
  • Reliance, Inc. Master 401(k) Plan reported participants rose from 9,895 in the plan year 2022 filing to 10,729 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 951142616 · Reliance, Inc. PY 2023 · 401(k)

Reliance, Inc. Master 401(k) Plan · $1.5B · 10,729 · 99th

  • EOY $1.5B
  • EOY 10,729
  • EOY 99th
  • EOY 401(k)
  • EOY near Sun Advantage Savings and Investment Plan
  • EOY ind #6274

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 Arizona →

Reliance, Inc. Master 401(k) Plan in the asset neighbourhood

Reliance, Inc. Master 401(k) PlanReliance, Inc. Master 401(k)…$1.5BSun Advantage Savings and Investment PlanSun Advantage Savings and In…$1.5BWec Energy Group Retirement Savings PlanWec Energy Group Retirement …$1.5BSouthern Glazer's 401(k) Plan$1.5BInfineon Technologies Savings PlanInfineon Technologies Saving…$1.5B
End-of-year total assets ($B) among Reliance, Inc. Master 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$1.3B
Net Assets (End of Year)$1.5B
Net Income$205M
Employer EIN951142616
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Reliance, Inc.)

Sponsor-wide plan assets over time

All Reliance, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1.7B 22.736118040715088% vs 2022
2024 filing year
$1.3B$1.4B$1.5B$1.6B$1.7B$1.8B 202220232024 $1.41B $1.73B ▲ +22.7%
Year Plans Participants Total Assets
2022 2 11,106 $1.4B
2023 2 11,856 $1.6B
2024 2 12,081 $1.7B

Nearby 401(k) Plans in Arizona

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

Reliance, Inc. Master 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. 0100002000030000400005000060000 123456 Total assets ($B) Participants Reliance, Inc. Master 401(k) Plan, Total assets ($B): 1.542071031 · Participants: 10729Reliance, Inc. Master 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Reliance, Inc. Master 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Reliance, Inc. Master 401(k) Plan side-by-side with 3 peers →

Scale composition for Reliance, Inc. Master 401(k) Plan

Reliance, Inc. Master 401(k) Plan reports $1.5B in end-of-year assets across 10,729 participants (0.013% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.011% of 93,925,755 covered participants) - about $143,729 per participant (1.0x the national average assets-per-participant) . Net income for plan year 2023 was $205M.

This plan identity (EIN 951142616, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.3B to $1.7B (+23.7%) while covered participants moved from 9,895 to 11,088 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 9,895 $1.3B Open filing
2023 10,729 $1.5B This page
2024 · index core 11,088 $1.7B Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Reliance, Inc. Master 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Sun Advantage Savings and Investment Plan in MA ($1.5B); by covered participants it is Assurant 401(k) Plan in GA (10,733 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.5B here).

Similar participant headcount

Nearest other-state filings by covered participants (10,729 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, Inc. Master 401(k) Plan assets move in 2023? ▼
Reliance, Inc. Master 401(k) Plan grew sharply - up 15.4% during 2023, from $1.3B to $1.5B. Reported net income was $205M.
How have Reliance, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Reliance, Inc.'s sponsor-wide assets grew 22.7%, from $1.4B to $1.7B.
Where does Reliance, Inc. Master 401(k) Plan rank by assets among Form 5500 filers? ▼
Reliance, Inc. Master 401(k) Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Reliance, Inc. Master 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sun Advantage Savings and Investment Plan in MA ($1.5B, 3,900 participants).
Which 401(k) plans cover a similar participant headcount to Reliance, Inc. Master 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Assurant 401(k) Plan in GA (10,733 participants, $1.9B 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 951142616.

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.