401(k) · DOL Form 5500 · 2023
Richardson Electronics, Ltd. 401(k) Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 330
- Participants Below avg headcount
- 85th
- Percentile by assets National rank
- $149,728
- Avg per participant Above avg balance/head
Official DOL plan name: Richardson Electronics, Ltd. Employees Profit Sharing Plan and Trust Agreement · Sponsored by Richardson Electronics, Ltd. · Illinois · Wholesale Trade
$49M in assets, 330 participants
Richardson Electronics, Ltd.'s Richardson Electronics, Ltd. Employees Profit Sharing Plan and Trust Agreement reported $49M in total assets and 330 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #5,465 in Wholesale Trade (6,309 peers)
Coverage in Illinois
Richardson Electronics, Ltd. Employees Profit Sharing Plan and Trust Agreement covers 330 participants in Illinois, about 42% of the average Illinois filer (state average ~779 per filing). Assets: $49M.
- #5,465
- in Wholesale Trade (6,309 peers)
- +20.4%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Richardson Electronics, Ltd. Employees Profit Sharing Plan and Trust Agreement's outsized position by total assets
Richardson Electronics, Ltd. Employees Profit Sharing Plan and Trust Agreement vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$49,410,301 Top 15% higher than 85% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Richardson Electronics, Ltd. Employees Profit Sharing Plan and Trust Agreement 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. Richardson Electronics, Ltd. Employees Profit Sharing Plan and Trust Agreement sits mid-pack in the medium band (330 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Richardson Electronics, Ltd. Employees Profit Sharing Plan and Trust Agreement reported net income rose from -$9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Richardson Electronics, Ltd. Employees Profit Sharing Plan and Trust Agreement end-of-year assets rose from $41M in the plan year 2022 filing to $49M in the plan year 2023 filing.
- Richardson Electronics, Ltd. Employees Profit Sharing Plan and Trust Agreement reported participants rose from 275 in the plan year 2022 filing to 330 in the plan year 2023 filing.
DOL schedule card
Filing strip 362096643 · Richardson Electronics, Ltd. PY 2023 · 401(k)
Richardson Electronics, Ltd. Employees Profit Sharing Plan and Trust Agreement · $49M · 330 · 85th
- TYPE $49M
- TYPE 330
- TYPE 85th
- TYPE 401(k)
- TYPE near Excel Group 401(k) Savings Plan
- TYPE ind #5465
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 Wholesale Trade retirement plans → · Plans in Illinois →
Richardson Electronics, Ltd. Employees Profit Sharing Plan and Trust Agreement in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $8M |
| Employer EIN | 362096643 |
| Plan Effective Date | 1970-05-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Richardson Electronics, Ltd.)
Sponsor-wide plan assets over time
All Richardson Electronics, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 44.69082778273557% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 275 | $41M |
| 2023 | 1 | 330 | $49M |
| 2024 | 1 | 305 | $59M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
Richardson Electronics, Ltd. Employees Profit Sharing Plan and Trust Agreement's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Excel Group 401(k) Savings Plan in LA ($49M); by covered participants it is Hines Furlong Line 401(k) Plan in TN (330 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
- Excel Group 401(k) Savings Plan (LA) $49M · 3,692
- Matanuska Telecom Association, Inc. 401(k) Plan (AK) $49M · 297
- Nextdoor, Inc. 401(k) Plan (CA) $49M · 618
- Georgia Urology, P.a. 401(k) Savings Plan (GA) $49M · 328
Similar participant headcount
Nearest other-state filings by covered participants (330 participants); asset peers above are excluded.
- Hines Furlong Line 401(k) Plan (TN) 330 · 0 off
- Keer America Corporation 401(k) Plan (SC) 330 · 0 off
- Discount Dumpsters, LLC 401(k) Retirement Plan (NV) 330 · 0 off
- Cadent, LLC 401(k) Plan (NY) 330 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.