401(k) · DOL Form 5500 · 2023

Retail Investors of Texas, Ltd. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
745
Participants Near avg headcount
81st
Percentile by assets National rank
$47,456
Avg per participant Low balance/head
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Official DOL plan name: Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust · Sponsored by Retail Investors of Texas, Ltd. · Texas · Retail Trade

$35M in assets, 745 participants

Retail Investors of Texas, Ltd.'s Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust reported $35M in total assets and 745 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,521 in Retail Trade (8,414 peers)

Where Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust sits by assets

Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $35M for 745 participants (~$47,456/participant), up 14.7% in 2023.

#7,521
in Retail Trade (8,414 peers)
+14.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$35,354,541 Top 19% higher than 81% 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

Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & 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. Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (745 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust reported net income rose from -$7M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $31M in the plan year 2022 filing to $35M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741471937 · Retail Investors of Texas, Ltd. PY 2023 · 401(k)

Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust · $35M · 745 · 81st

  • PART $35M
  • PART 745
  • PART 81st
  • PART 401(k)
  • PART near Exostar LLC 401(k) Savings Plan
  • PART ind #7521

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 Retail Trade retirement plans → · Plans in Texas →

Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Unite Here Health Staff 401(k) PlanUnite Here Health Staff 401(…$35MRetail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & TrustRetail Investors of Texas, L…$35MExostar LLC 401(k) Savings PlanExostar LLC 401(k) Savings P…$35MPaladin Technologies 401(k) PlanPaladin Technologies 401(k) …$35MVitalsource Technologies LLC 401(k) PlanVitalsource Technologies LLC…$35M
End-of-year total assets ($M) among Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$35M
Net Income$5M
Employer EIN741471937
Plan Effective Date1988-09-14
Filing StatusFILING RECEIVED

Sponsor Plan History (Retail Investors of Texas, Ltd.)

Sponsor-wide plan assets over time

All Retail Investors of Texas, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$37M 20.049560117530447% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $30.8M $37M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 743 $31M
2023 1 745 $35M
2024 1 810 $37M

Nearby 401(k) Plans in Texas

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

Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.035354541 · Participants: 745Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Exostar LLC 401(k) Savings Plan in VA ($35M); by covered participants it is Buckeye Corrugated, Inc. 401(k) Plan and Trust in OH (745 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (745 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 Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 14.7% during 2023, from $31M to $35M. Reported net income was $5M.
How have Retail Investors of Texas, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Retail Investors of Texas, Ltd.'s sponsor-wide assets grew 20.0%, from $31M to $37M.
Where does Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust ranks in the 81st 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 Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Exostar LLC 401(k) Savings Plan in VA ($35M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Buckeye Corrugated, Inc. 401(k) Plan and Trust in OH (745 participants, $49M 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 741471937.

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.