401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$143M
Total assets Near avg plan size
558
Participants Below avg headcount
93rd
Percentile by assets National rank
$256,065
Avg per participant Above avg balance/head
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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.

  • #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.

#2,533
in Information & Media (2,818 peers)
+30.0%
assets growth YoY
1.4×
vs typical plan assets (national mean)

The Motley Fool Holdings, Inc. 401(k) Plan's outsized position by total assets

The Motley Fool Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$142,884,170 Top 7% higher than 93% 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

The Motley Fool Holdings, Inc. 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. The Motley Fool Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (558 participants).

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 →

Published 5500 schedule card

Filing strip 263335778 · The Motley Fool Holdings, Inc. PY 2023 · 401(k)

The Motley Fool Holdings, Inc. 401(k) Plan · $143M · 558 · 93rd

  • BOY $143M
  • SCH 558
  • EBSA 93rd
  • PART 401(k)
  • TYPE near Midland Credit Management, Inc. 401(k) Retirement Savings Plan
  • NET ind #2533

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 Information & Media retirement plans → · Plans in Virginia →

The Motley Fool Holdings, Inc. 401(k) Plan in the asset neighbourhood

Touchpoint, Inc. Employees' 401(k) PlanTouchpoint, Inc. Employees' …$143MFirstbank 401(k) Retirement Plan for Residents of Puerto RicoFirstbank 401(k) Retirement …$143MThe Motley Fool Holdings, Inc. 401(k) PlanThe Motley Fool Holdings, In…$143MMidland Credit Management, Inc. 401(k) Retirement Savings PlanMidland Credit Management, I…$143M401(k) Savings Plan for Employees of Seattle Times Company and Subsidiaries401(k) Savings Plan for Empl…$143M
End-of-year total assets ($M) among The Motley Fool Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All The Motley Fool Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$174M 58.35082664782273% vs 2022
2024 filing year
$100M$120M$140M$160M$180M$200M 202220232024 $110M $174M ▲ +58.4%
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 Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants The Motley Fool Holdings, Inc. 401(k) Plan, Total assets ($B): 0.14288417 · Participants: 558The Motley Fool Holdings, Inc. 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
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) Plan side-by-side with 3 peers →

The Motley Fool Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Midland Credit Management, Inc. 401(k) Retirement Savings Plan in CA ($143M); by covered participants it is Triton Health Systems, L.L.C. 401(k) Retirement Plan in AL (558 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (558 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 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).
Which 401(k) plans cover a similar participant headcount to The Motley Fool Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Triton Health Systems, L.L.C. 401(k) Retirement Plan in AL (558 participants, $38M 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 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.