401(k) · DOL Form 5500 · 2023

The Resource Exchange, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
358
Participants Below avg headcount
58th
Percentile by assets National rank
$27,177
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Resource Exchange 401(k) Savings and Investment Plan · Sponsored by The Resource Exchange, Inc. · Colorado · Other Services

$10M in assets, 358 participants

The Resource Exchange, Inc.'s Resource Exchange 401(k) Savings and Investment Plan reported $10M in total assets and 358 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,965 in Other Services (7,857 peers)

The Resource Exchange, Inc. multi-year trail

The Resource Exchange, Inc.'s plans moved +55.6% in assets from 2022 to 2024; this filing shows Resource Exchange 401(k) Savings and Investment Plan at $10M / 358 participants.

#5,965
in Other Services (7,857 peers)
+27.0%
assets growth YoY

Resource Exchange 401(k) Savings and Investment Plan's mid-pack asset rank among Other Services and all filers

Resource Exchange 401(k) Savings and Investment Plan vs every filed plan by assets

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

$9,729,378 Top 42% higher than 58% 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

Resource Exchange 401(k) Savings and Investment 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. Resource Exchange 401(k) Savings and Investment Plan sits mid-pack in the medium band (358 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Resource Exchange 401(k) Savings and Investment Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Resource Exchange 401(k) Savings and Investment Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Resource Exchange 401(k) Savings and Investment Plan reported participants rose from 335 in the plan year 2022 filing to 358 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 840532684 · The Resource Exchange, Inc. PY 2023 · 401(k)

Resource Exchange 401(k) Savings and Investment Plan · $10M · 358 · 58th

  • TYPE $10M
  • TYPE 358
  • TYPE 58th
  • TYPE 401(k)
  • TYPE near Southwest Transplant Alliance 403(b) Plan
  • TYPE ind #5965

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 Other Services retirement plans → · Plans in Colorado →

Resource Exchange 401(k) Savings and Investment Plan in the asset neighbourhood

Resource Exchange 401(k) Savings and Investment PlanResource Exchange 401(k) Sav…$10MSouthwest Transplant Alliance 403(b) PlanSouthwest Transplant Allianc…$10MCoffey Communications, Inc. Profit Sharing 401(k) PlanCoffey Communications, Inc. …$10MMatheny Motor Truck Company Employee Savings and Protection PlanMatheny Motor Truck Company …$10MPrep Co., LLC 401(k) Plan$10M
End-of-year total assets ($M) among Resource Exchange 401(k) Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Resource Exchange, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Resource Exchange, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 55.58840292731554% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $7.66M $11.9M ▲ +55.6%
Year Plans Participants Total Assets
2022 1 335 $8M
2023 1 358 $10M
2024 1 379 $12M

The Resource Exchange, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN840532684
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Resource Exchange 401(k) Savings and Investment Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Resource Exchange 401(k) Savings and Investment Plan, Total assets ($B): 0.009729378 · Participants: 358Resource Exchange 401(k) Savings and Investment PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Resource Exchange 401(k) Savings and Investment Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Resource Exchange 401(k) Savings and Investment Plan side-by-side with 3 peers →

Resource Exchange 401(k) Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Southwest Transplant Alliance 403(b) Plan in TX ($10M); by covered participants it is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (358 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (358 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 Resource Exchange 401(k) Savings and Investment Plan assets move in 2023? ▼
Resource Exchange 401(k) Savings and Investment Plan grew sharply - up 27.0% during 2023, from $8M to $10M. Reported net income was $2M.
How have The Resource Exchange, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Resource Exchange, Inc.'s sponsor-wide assets grew 55.6%, from $8M to $12M.
Which 401(k) plans are similar in size to Resource Exchange 401(k) Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Southwest Transplant Alliance 403(b) Plan in TX ($10M, 325 participants).
Which 401(k) plans cover a similar participant headcount to Resource Exchange 401(k) Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark Hill Non-Member Attorneys 401(k) Savings Plan in MI (358 participants, $72M 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 840532684.

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.