401(k) · DOL Form 5500 · 2023

E. a. Renfroe & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
1,307
Participants Near avg headcount
80th
Percentile by assets National rank
$24,008
Avg per participant Low balance/head
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Official DOL plan name: E. a. Renfroe & Company, Inc. 401(k) Plan · Sponsored by E. a. Renfroe & Company, Inc. · Alabama · Finance & Insurance

$31M in assets, 1,307 participants

E. a. Renfroe & Company, Inc.'s E. a. Renfroe & Company, Inc. 401(k) Plan reported $31M in total assets and 1,307 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,140 in Finance & Insurance (8,869 peers)

Coverage in Alabama

E. a. Renfroe & Company, Inc. 401(k) Plan covers 1,307 participants in Alabama, 3.6x the typical Alabama plan (state average ~360 per filing). Assets: $31M.

#6,140
in Finance & Insurance (8,869 peers)
+10.8%
assets growth YoY
0.3×
vs typical plan assets (national mean)

E. a. Renfroe & Company, Inc. 401(k) Plan's outsized position by total assets

E. a. Renfroe & Company, Inc. 401(k) Plan vs every filed plan by assets

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

$31,378,551 Top 20% higher than 80% 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

E. a. Renfroe & Company, Inc. 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. E. a. Renfroe & Company, Inc. 401(k) Plan lands in the large band (1,307 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • E. a. Renfroe & Company, Inc. 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • E. a. Renfroe & Company, Inc. 401(k) Plan reported participants rose from 1,077 in the plan year 2022 filing to 1,307 in the plan year 2023 filing.
  • E. a. Renfroe & Company, Inc. 401(k) Plan end-of-year assets rose from $28M in the plan year 2022 filing to $31M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 582142437 · E. a. Renfroe & Company, Inc. PY 2023 · 401(k)

E. a. Renfroe & Company, Inc. 401(k) Plan · $31M · 1,307 · 80th

  • TYPE $31M
  • TYPE 1,307
  • TYPE 80th
  • TYPE 401(k)
  • TYPE near Jones Companies 401(k) Plan
  • TYPE ind #6140

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 Alabama →

E. a. Renfroe & Company, Inc. 401(k) Plan in the asset neighbourhood

Wave Life Sciences USA, Inc. 401(k) PlanWave Life Sciences USA, Inc.…$31ME. a. Renfroe & Company, Inc. 401(k) PlanE. a. Renfroe & Company, Inc…$31MJones Companies 401(k) Plan$31MKightlinger & Gray, LLP 401(k) Profit Sharing PlanKightlinger & Gray, LLP 401(…$31MKlondike Cheese Co. 401(k) Retirement PlanKlondike Cheese Co. 401(k) R…$31M
End-of-year total assets ($M) among E. a. Renfroe & Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$31M
Net Income$3M
Employer EIN582142437
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (E. a. Renfroe & Company, Inc.)

Sponsor-wide plan assets over time

All E. a. Renfroe & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 7.0044605271304725% vs 2022
2024 filing year
$28M$29M$30M$31M$32M 202220232024 $28.3M $30.3M ▲ +7.0%
Year Plans Participants Total Assets
2022 1 1,077 $28M
2023 1 1,307 $31M
2024 1 738 $30M

Nearby 401(k) Plans in Alabama

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

E. a. Renfroe & Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants E. a. Renfroe & Company, Inc. 401(k) Plan, Total assets ($B): 0.031378551 · Participants: 1307E. a. Renfroe & Company, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
E. a. Renfroe & Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare E. a. Renfroe & Company, Inc. 401(k) Plan side-by-side with 3 peers →

E. a. Renfroe & Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Jones Companies 401(k) Plan in MS ($31M); by covered participants it is Majorel USA, Inc in CA (1,307 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,307 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 E. a. Renfroe & Company, Inc. 401(k) Plan assets move in 2023? ▼
E. a. Renfroe & Company, Inc. 401(k) Plan grew at a solid clip - up 10.8% during 2023, from $28M to $31M. Reported net income was $3M.
How have E. a. Renfroe & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), E. a. Renfroe & Company, Inc.'s sponsor-wide assets grew 7.0%, from $28M to $30M.
Where does E. a. Renfroe & Company, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
E. a. Renfroe & Company, Inc. 401(k) Plan ranks in the 80th 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 E. a. Renfroe & Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jones Companies 401(k) Plan in MS ($31M, 885 participants).
Which 401(k) plans cover a similar participant headcount to E. a. Renfroe & Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Majorel USA, Inc in CA (1,307 participants, $13M 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 582142437.

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.