401(k) · DOL Form 5500 · 2023

Reliance First Capital, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
306
Participants Below avg headcount
76th
Percentile by assets National rank
$77,376
Avg per participant Below avg balance/head
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Official DOL plan name: Reliance First Capital, LLC Employees Savings Trust · Sponsored by Reliance First Capital, LLC · New York · Finance & Insurance

$24M in assets, 306 participants

Reliance First Capital, LLC's Reliance First Capital, LLC Employees Savings Trust reported $24M in total assets and 306 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,598 in Finance & Insurance (8,869 peers)

Coverage in New York

Reliance First Capital, LLC Employees Savings Trust covers 306 participants in New York, about 38% of the average New York filer (state average ~798 per filing). Assets: $24M.

#5,598
in Finance & Insurance (8,869 peers)
+22.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Reliance First Capital, LLC Employees Savings Trust's outsized position by total assets

Reliance First Capital, LLC Employees Savings Trust vs every filed plan by assets

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

$23,677,203 Top 24% higher than 76% 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 First Capital, LLC Employees Savings Trust 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. Reliance First Capital, LLC Employees Savings Trust sits mid-pack in the medium band (306 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Reliance First Capital, LLC Employees Savings Trust reported net income rose from -$4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Reliance First Capital, LLC Employees Savings Trust reported participants fell from 397 in the plan year 2022 filing to 306 in the plan year 2023 filing.
  • Reliance First Capital, LLC Employees Savings Trust end-of-year assets rose from $19M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 262261031 · Reliance First Capital, LLC PY 2023 · 401(k)

Reliance First Capital, LLC Employees Savings Trust · $24M · 306 · 76th

  • EBSA $24M
  • EBSA 306
  • EBSA 76th
  • EBSA 401(k)
  • EBSA near Sie Holdings, Inc. 401(k) Retirement Plan
  • EBSA ind #5598

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 Finance & Insurance retirement plans → · Plans in New York →

Reliance First Capital, LLC Employees Savings Trust in the asset neighbourhood

Reliance First Capital, LLC Employees Savings TrustReliance First Capital, LLC …$24MSie Holdings, Inc. 401(k) Retirement PlanSie Holdings, Inc. 401(k) Re…$24MMosaic Atm, Inc. 401(k) Plan$24MRed Coats, Inc. Employees' 401(k) PlanRed Coats, Inc. Employees' 4…$24MS-One Holdings Corporation Retirement PlanS-One Holdings Corporation R…$24M
End-of-year total assets ($M) among Reliance First Capital, LLC Employees Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN262261031
Plan Effective Date2008-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Reliance First Capital, LLC)

Sponsor-wide plan assets over time

All Reliance First Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27M 41.559543613132035% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $19.3M $27.3M ▲ +41.5%
Year Plans Participants Total Assets
2022 1 397 $19M
2023 1 306 $24M
2024 1 294 $27M

Nearby 401(k) Plans in New York

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

Reliance First Capital, LLC Employees Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Reliance First Capital, LLC Employees Savings Trust, Total assets ($B): 0.023677203 · Participants: 306Reliance First Capital, LLC Employees Savings TrustIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Reliance First Capital, LLC Employees Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Reliance First Capital, LLC Employees Savings Trust side-by-side with 3 peers →

Reliance First Capital, LLC Employees Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sie Holdings, Inc. 401(k) Retirement Plan in NC ($24M); by covered participants it is Life Unlimited, Inc. 401(k) Plan in MO (306 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (306 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 First Capital, LLC Employees Savings Trust assets move in 2023? ▼
Reliance First Capital, LLC Employees Savings Trust grew sharply - up 22.8% during 2023, from $19M to $24M. Reported net income was $4M.
How have Reliance First Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Reliance First Capital, LLC's sponsor-wide assets grew 41.6%, from $19M to $27M.
Where does Reliance First Capital, LLC Employees Savings Trust rank by assets among Form 5500 filers? ▼
Reliance First Capital, LLC Employees Savings Trust ranks in the 76th 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 Reliance First Capital, LLC Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Sie Holdings, Inc. 401(k) Retirement Plan in NC ($24M, 453 participants).
Which 401(k) plans cover a similar participant headcount to Reliance First Capital, LLC Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Life Unlimited, Inc. 401(k) Plan in MO (306 participants, $3M 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 262261031.

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.