401(k) · DOL Form 5500 · 2023

U.S. Money Reserve, Inc. Dba U.S. Rare Coin & Bullion Reserve 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
257
Participants Below avg headcount
59th
Percentile by assets National rank
$39,124
Avg per participant Low balance/head
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Official DOL plan name: U.S. Money Reserve 401(k) Plan · Sponsored by U.S. Money Reserve, Inc. Dba U.S. Rare Coin & Bullion Reserve · Texas · Retail Trade

$10M in assets, 257 participants

U.S. Money Reserve, Inc. Dba U.S. Rare Coin & Bullion Reserve's U.S. Money Reserve 401(k) Plan reported $10M in total assets and 257 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,850 in Retail Trade (8,414 peers)

Coverage in Texas

U.S. Money Reserve 401(k) Plan covers 257 participants in Texas, about 37% of the average Texas filer (state average ~688 per filing). Assets: $10M.

#5,850
in Retail Trade (8,414 peers)
+66.3%
assets growth YoY

U.S. Money Reserve 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

U.S. Money Reserve 401(k) Plan vs every filed plan by assets

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

$10,054,850 Top 41% higher than 59% 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

U.S. Money Reserve 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. U.S. Money Reserve 401(k) Plan sits mid-pack in the medium band (257 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • U.S. Money Reserve 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • U.S. Money Reserve 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • U.S. Money Reserve 401(k) Plan reported participants rose from 225 in the plan year 2022 filing to 257 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 743013696 · U.S. Money Reserve, Inc. Dba U.S. Rare Coin & Bullion Reserve PY 2023 · 401(k)

U.S. Money Reserve 401(k) Plan · $10M · 257 · 59th

  • IND $10M
  • EOY 257
  • 5500 59th
  • ASSETS 401(k)
  • PCT near Mason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing Plan
  • EIN ind #5850

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 Retail Trade retirement plans → · Plans in Texas →

U.S. Money Reserve 401(k) Plan in the asset neighbourhood

Abode Communities 401(k) Profit Sharing Plan and TrustAbode Communities 401(k) Pro…$10MPennian Bank 401(k) Plan$10MU.S. Money Reserve 401(k) PlanU.S. Money Reserve 401(k) Pl…$10MMason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing PlanMason, Bruce & Girard, Inc. …$10MFranchise Management Services, Inc. 401(k) Profit Sharing PlanFranchise Management Service…$10M
End-of-year total assets ($M) among U.S. Money Reserve 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$10M
Net Income$4M
Employer EIN743013696
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (U.S. Money Reserve, Inc. Dba U.S. Rare Coin & Bullion Reserve)

Sponsor-wide plan assets over time

All U.S. Money Reserve, Inc. Dba U.S. Rare Coin & Bullion Reserve plans reported in each filing year

Latest sponsor-wide plan assets
$16M 169.52973516598468% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.05M $16.3M ▲ +169.4%
Year Plans Participants Total Assets
2022 1 225 $6M
2023 1 257 $10M
2024 1 369 $16M

Nearby 401(k) Plans in Texas

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

U.S. Money Reserve 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants U.S. Money Reserve 401(k) Plan, Total assets ($B): 0.01005485 · Participants: 257U.S. Money Reserve 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
U.S. Money Reserve 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare U.S. Money Reserve 401(k) Plan side-by-side with 3 peers →

U.S. Money Reserve 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Mason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing Plan in OR ($10M); by covered participants it is Pace Resources, Inc. Retirement Savings Plan in PA (257 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (257 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 U.S. Money Reserve 401(k) Plan assets move in 2023? ▼
U.S. Money Reserve 401(k) Plan surged - up 66.3% during 2023, from $6M to $10M. Reported net income was $4M.
How have U.S. Money Reserve, Inc. Dba U.S. Rare Coin & Bullion Reserve plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.S. Money Reserve, Inc. Dba U.S. Rare Coin & Bullion Reserve's sponsor-wide assets grew 169.5%, from $6M to $16M.
Which 401(k) plans are similar in size to U.S. Money Reserve 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mason, Bruce & Girard, Inc. Employees' 401(k) Profit Sharing Plan in OR ($10M, 67 participants).
Which 401(k) plans cover a similar participant headcount to U.S. Money Reserve 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pace Resources, Inc. Retirement Savings Plan in PA (257 participants, $48M 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 743013696.

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.