401(k) · DOL Form 5500 · 2023

Reliance, Inc. 401(k) Plan

Data updated 2026-08-11

$1.5B
Total assets
10,729
Participants
99th
Percentile by assets
$143,729
Avg per participant
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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.

  • 99th percentile by assets (of 127,072 plans)
  • #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.

$1.5B
total plan assets (2023 EOY)
10,729
covered participants
99th
percentile by assets (of 127,072 plans)
$143,729
avg assets per participant

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 →

State
Arizona
Industry
Wholesale Trade

Participants vs Arizona filers

In Arizona, the average filing covers about 564 participants across 2,304 plans. Reliance, Inc. Master 401(k) Plan reports 10,729 participants - 19x that state average ($1.5B EOY assets).

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.)

$1.3B$1.4B$1.5B$1.6B$1.7B$1.8B 202220232024 $1.41B $1.73B ▲ +22.7%
Total plan assets by year, all Reliance, Inc. plans on file
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

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. Maste…Bechtel Trust & Thri…Banner Health Employ…Republic Services, I…Freeport-Mcmoran Inc…Stantec 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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Reliance, Inc. Master 401(k) Plan by total assets, not by location.

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).

Next read for Reliance, Inc. Master 401(k) Plan

Filing takeaways

Ways to act on Reliance, Inc. Master 401(k) Plan's numbers.

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.