401(k) · DOL Form 5500 · 2023

The Motley Fool Holdings, Inc. 401(k) Plan

Data updated 2026-08-11

$143M
Total assets
558
Participants
93rd
Percentile by assets
$256,065
Avg per participant
PlainRetire home → About this data

Official DOL plan name: The Motley Fool Holdings, Inc. 401(k) Plan · Sponsored by The Motley Fool Holdings, Inc. · Virginia · Information & Media

$143M in assets, 558 participants

The Motley Fool Holdings, Inc.'s The Motley Fool Holdings, Inc. 401(k) Plan reported $143M in total assets and 558 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • 93rd percentile by assets (of 127,072 plans)
  • #2,533 in Information & Media (2,818 peers)

Where The Motley Fool Holdings, Inc. 401(k) Plan sits by assets

The Motley Fool Holdings, Inc. 401(k) Plan sits in the top 10% of all filed plans by assets, $143M for 558 participants (~$256,065/participant), up 30.0% in 2023.

$143M
total plan assets (2023 EOY)
558
covered participants
93rd
percentile by assets (of 127,072 plans)
$256,065
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Motley Fool Holdings, Inc. 401(k) Plan reported net income rose from -$17M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • The Motley Fool Holdings, Inc. 401(k) Plan end-of-year assets rose from $110M in the plan year 2022 filing to $143M in the plan year 2023 filing.
  • The Motley Fool Holdings, Inc. 401(k) Plan reported participants fell from 580 in the plan year 2022 filing to 558 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Virginia
Industry
Information & Media

The Motley Fool Holdings, Inc. 401(k) Plan vs the 2023 asset distribution

By assets, The Motley Fool Holdings, Inc. 401(k) Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$143M
Net Income$33M
Employer EIN263335778
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Motley Fool Holdings, Inc.)

$100M$120M$140M$160M$180M$200M 202220232024 $110M $174M ▲ +58.4%
Total plan assets by year, all The Motley Fool Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 1 580 $110M
2023 1 558 $143M
2024 1 479 $174M

Nearby 401(k) Plans in Virginia

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

The Motley Fool Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

The Motley Fool Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants The Motley Fool Hold…Northrop Grumman Sav…401(k) Pension PlanGeneral Dynamics Cor…Leidos, Inc. Retirem…Bae Systems Employee…
The Motley Fool Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare The Motley Fool Holdings, Inc. 401(k) Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Motley Fool Holdings, Inc. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did The Motley Fool Holdings, Inc. 401(k) Plan assets move in 2023? ▼
The Motley Fool Holdings, Inc. 401(k) Plan surged - up 30.0% during 2023, from $110M to $143M. Reported net income was $33M.
How have The Motley Fool Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Motley Fool Holdings, Inc.'s sponsor-wide assets grew 58.4%, from $110M to $174M.
Where does The Motley Fool Holdings, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
The Motley Fool Holdings, Inc. 401(k) Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Motley Fool Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Midland Credit Management, Inc. 401(k) Retirement Savings Plan in CA ($143M, 1,175 participants).

Next read for The Motley Fool Holdings, Inc. 401(k) Pl…

Scale reading

Ways to act on The Motley Fool Holdings, Inc. 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 263335778.

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.