401(k) · DOL Form 5500 · 2023

Rate Holdings Corp. 401(k) Plan

Data updated 2026-08-25

$495M
Total assets Above avg plan size
8,248
Participants Very large workforce
97th
Percentile by assets National rank
$60,023
Avg per participant Low balance/head
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Official DOL plan name: Rate Holdings Corp. Multiple Employer 401(k) Plan · Sponsored by Rate Holdings Corp. · Illinois · Finance & Insurance

$495M in assets, 8,248 participants

Rate Holdings Corp.'s Rate Holdings Corp. Multiple Employer 401(k) Plan reported $495M in total assets and 8,248 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,462 in Finance & Insurance (8,869 peers)

Coverage in Illinois

Rate Holdings Corp. Multiple Employer 401(k) Plan covers 8,248 participants in Illinois, 11x the typical Illinois plan (state average ~779 per filing). Assets: $495M.

#8,462
in Finance & Insurance (8,869 peers)
$50M
reported net income
5.0×
vs typical plan assets (national mean)

Rate Holdings Corp. Multiple Employer 401(k) Plan's outsized position by total assets

Rate Holdings Corp. Multiple Employer 401(k) Plan vs every filed plan by assets

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

$495,066,380 Top 3% higher than 97% 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

Rate Holdings Corp. Multiple Employer 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rate Holdings Corp. Multiple Employer 401(k) Plan lands in the large band (8,248 participants).

Plan-year Form 5500 strip

Filing strip 301301067 · Rate Holdings Corp. PY 2023 · 401(k)

Rate Holdings Corp. Multiple Employer 401(k) Plan · $495M · 8,248 · 97th

  • EOY $495M
  • 5500 8,248
  • ASSETS 97th
  • PCT 401(k)
  • EIN near Westlake Services Holding Company Employee Stock Ownership Plan
  • RANK ind #8462

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 Illinois →

Rate Holdings Corp. Multiple Employer 401(k) Plan in the asset neighbourhood

Rate Holdings Corp. Multiple Employer 401(k) PlanRate Holdings Corp. Multiple…$495MWestlake Services Holding Company Employee Stock Ownership PlanWestlake Services Holding Co…$494MLocal 52 401 (K) Fund$494MAlixpartners 401(k) Savings and Firm Contribution PlanAlixpartners 401(k) Savings …$494MSsab Enterprises, LLC Retirement Savings and Profit Sharing PlanSsab Enterprises, LLC Retire…$494M
End-of-year total assets ($M) among Rate Holdings Corp. Multiple Employer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$495M
Net Income$50M
Employer EIN301301067
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rate Holdings Corp.)

Sponsor-wide plan assets over time

All Rate Holdings Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$526M 6.209445084919723% vs 2023
2024 filing year
$490M$500M$510M$520M$530M 20232024 $495M $526M ▲ +6.2%
Year Plans Participants Total Assets
2023 1 8,248 $495M
2024 1 6,214 $526M

Nearby 401(k) Plans in Illinois

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

Rate Holdings Corp. Multiple Employer 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -505101520 Total assets ($B) Participants Rate Holdings Corp. Multiple Employer 401(k) Plan, Total assets ($B): 0.49506638 · Participants: 8248Rate Holdings Corp. Multiple Employer 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Rate Holdings Corp. Multiple Employer 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Rate Holdings Corp. Multiple Employer 401(k) Plan side-by-side with 3 peers →

Rate Holdings Corp. Multiple Employer 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Westlake Services Holding Company Employee Stock Ownership Plan in CA ($494M); by covered participants it is Skechers USA, Inc. 401(k) Profit Sharing Plan in CA (8,248 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8,248 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 have Rate Holdings Corp. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Rate Holdings Corp.'s sponsor-wide assets grew 6.2%, from $495M to $526M.
Where does Rate Holdings Corp. Multiple Employer 401(k) Plan rank by assets among Form 5500 filers? ▼
Rate Holdings Corp. Multiple Employer 401(k) Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Rate Holdings Corp. Multiple Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Westlake Services Holding Company Employee Stock Ownership Plan in CA ($494M, 1,928 participants).
Which 401(k) plans cover a similar participant headcount to Rate Holdings Corp. Multiple Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Skechers USA, Inc. 401(k) Profit Sharing Plan in CA (8,248 participants, $185M 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 301301067.

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.