401(k) · DOL Form 5500 · 2023
Risk Theory Management, LLC 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 344
- Participants Below avg headcount
- 57th
- Percentile by assets National rank
- $26,398
- Avg per participant Low balance/head
Official DOL plan name: Risk Theory Management, LLC 401(k) Plan · Sponsored by Risk Theory Management, LLC · Texas · Finance & Insurance
$9M in assets, 344 participants
Risk Theory Management, LLC's Risk Theory Management, LLC 401(k) Plan reported $9M in total assets and 344 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.
- #3,661 in Finance & Insurance (8,869 peers)
Risk Theory Management, LLC multi-year trail
Risk Theory Management, LLC's plans moved +38.6% in assets from 2023 to 2024; this filing shows Risk Theory Management, LLC 401(k) Plan at $9M / 344 participants.
- #3,661
- in Finance & Insurance (8,869 peers)
- +50.6%
- assets growth YoY
Risk Theory Management, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Risk Theory Management, LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$9,081,070 Top 43% higher than 57% 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
Risk Theory Management, LLC 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. Risk Theory Management, LLC 401(k) Plan sits mid-pack in the medium band (344 participants).
EBSA filing schedule strip
Filing strip 883279524 · Risk Theory Management, LLC PY 2023 · 401(k)
Risk Theory Management, LLC 401(k) Plan · $9M · 344 · 57th
- SCH $9M
- EBSA 344
- PART 57th
- TYPE 401(k)
- NET near Cleveland Hardware and Forging Co. Profit Sharing
- BOOK ind #3661
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 Texas →
Risk Theory Management, LLC 401(k) Plan in the asset neighbourhood
Risk Theory Management, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Risk Theory Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 38.608754254729895% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 344 | $9M |
| 2024 | 1 | 356 | $13M |
Risk Theory Management, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $3M |
| Employer EIN | 883279524 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Risk Theory Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Cleveland Hardware and Forging Co. Profit Sharing in WI ($9M); by covered participants it is Ross & Baruzzini, Inc. Profit Sharing Plan in MO (344 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
Similar participant headcount
Nearest other-state filings by covered participants (344 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.