401(k) · DOL Form 5500 · 2023

Richey Family Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 140
Participants Small participant base: 37th
Percentile by assets National rank: $23,548
Avg per participant Low balance/head

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Official DOL plan name: Rfh Holdings 401(k) Plan · Sponsored by Richey Family Holdings, LLC · Texas · Healthcare & Social Assistance

$3M in assets, 140 participants

Richey Family Holdings, LLC's Rfh Holdings 401(k) Plan reported $3M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

#6,826 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Rfh Holdings 401(k) Plan covers 140 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#6,826
in Healthcare & Social Assistance (17,684 peers): -19.0%
assets change YoY

The plan reported a net loss of $754K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rfh Holdings 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Rfh Holdings 401(k) Plan vs every filed plan by assets

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

$3,296,716 37th percentile higher than 37% 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

Rfh Holdings 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. Rfh Holdings 401(k) Plan sits mid-pack in the medium band (140 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Rfh Holdings 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to -$754K in the plan year 2023 filing.
Rfh Holdings 401(k) Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Rfh Holdings 401(k) Plan reported participants rose from 138 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 843111227 · Richey Family Holdings, LLC PY 2023 · 401(k)

Rfh Holdings 401(k) Plan · $3M · 140 · 37th

VS-ST $3M
VS-ST 140
VS-ST 37th
VS-ST 401(k)
VS-ST near Cimetrics Inc. 401(k) Profit Sharing Plan and Trust
VS-ST ind #6826

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

End-of-year total assets ($M) among Rfh Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)	$4M
Net Assets (End of Year)	$3M
Net Income	-$754K
Employer EIN	843111227
Plan Effective Date	2000-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Richey Family Holdings, LLC)

Latest sponsor-wide plan assets: $3M 20.58891324434309% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	138	$4M
2023	1	140	$3M
2024	1	131	$3M

Nearby 401(k) Plans in Texas

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

Rfh Holdings 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Compare Rfh Holdings 401(k) Plan side-by-side with 3 peers →

Rfh Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Cimetrics Inc. 401(k) Profit Sharing Plan and Trust in MA ($3M); by covered participants it is Hawaiian Macadamia Nut Orchards, L.P. Defined Contribution Plan in HI (140 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Cimetrics Inc. 401(k) Profit Sharing Plan and Trust (MA) $3M · 17
Fazio, Incorporated 401(k) Plan (CA) $3M · 72
Micromed Retirement Savings Plan (IN) $3M · 23
California Cascade Building Materials, Inc. 401(k) Plan (CA) $3M · 178

Similar participant headcount

Nearest other-state filings by covered participants (140 participants); asset peers above are excluded.

Hawaiian Macadamia Nut Orchards, L.P. Defined Contribution Plan (HI) 140 · 0 off
Oklahoma's Credit Union 401(k) Plan and Trust (OK) 140 · 0 off
October Three Management Services, Inc. Retirement Trust (IL) 140 · 0 off
Smiley Lifting Solutions, LLC (AZ) 140 · 0 off

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 Rfh Holdings 401(k) Plan assets move in 2023? ▼

Rfh Holdings 401(k) Plan declined sharply - down 19.0% during 2023, from $4M to $3M. Reported net income was -$754K.

How have Richey Family Holdings, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Richey Family Holdings, LLC's sponsor-wide assets declined 20.6%, from $4M to $3M.

Which 401(k) plans are similar in size to Rfh Holdings 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cimetrics Inc. 401(k) Profit Sharing Plan and Trust in MA ($3M, 17 participants).

Which 401(k) plans cover a similar participant headcount to Rfh Holdings 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Hawaiian Macadamia Nut Orchards, L.P. Defined Contribution Plan in HI (140 participants, $4M 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 843111227.