401(k) · DOL Form 5500 · 2023

Reli Group, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
541
Participants Below avg headcount
70th
Percentile by assets National rank
$31,980
Avg per participant Low balance/head
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Official DOL plan name: Reli Group 401(k) Profit Sharing Plan and Trust · Sponsored by Reli Group, Inc. · Maryland · Professional & Technical Services

$17M in assets, 541 participants

Reli Group, Inc.'s Reli Group 401(k) Profit Sharing Plan and Trust reported $17M in total assets and 541 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #14,113 in Professional & Technical Services (20,321 peers)

Reli Group, Inc. multi-year trail

Reli Group, Inc.'s plans moved +72.8% in assets from 2022 to 2024; this filing shows Reli Group 401(k) Profit Sharing Plan and Trust at $17M / 541 participants.

#14,113
in Professional & Technical Services (20,321 peers)
+56.1%
assets growth YoY

Reli Group 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Reli Group 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$17,301,048 Top 30% higher than 70% 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

Reli Group 401(k) Profit Sharing Plan and Trust 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. Reli Group 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (541 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Reli Group 401(k) Profit Sharing Plan and Trust reported net income rose from $2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Reli Group 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $11M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Reli Group 401(k) Profit Sharing Plan and Trust reported participants rose from 439 in the plan year 2022 filing to 541 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 462152555 · Reli Group, Inc. PY 2023 · 401(k)

Reli Group 401(k) Profit Sharing Plan and Trust · $17M · 541 · 70th

  • EBSA $17M
  • PART 541
  • TYPE 70th
  • NET 401(k)
  • BOOK near Kenda Group Company 401(k) Retirement Plan
  • VS-ST ind #14113

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 Professional & Technical Services retirement plans → · Plans in Maryland →

Reli Group 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Reli Group 401(k) Profit Sharing Plan and TrustReli Group 401(k) Profit Sha…$17MKenda Group Company 401(k) Retirement PlanKenda Group Company 401(k) R…$17MCarolina Home Medical, Inc. Profit Sharing Plan and TrustCarolina Home Medical, Inc. …$17MTheisen's Associates 401(k) PlanTheisen's Associates 401(k) …$17MJoe's Stone Crabs, Inc. 401(k) PlanJoe's Stone Crabs, Inc. 401(…$17M
End-of-year total assets ($M) among Reli Group 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Reli Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Reli Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$19M 72.8401207650256% vs 2022
2024 filing year
$10M$15M$20M 202220232024 $11.1M $19.2M ▲ +72.9%
Year Plans Participants Total Assets
2022 1 439 $11M
2023 1 541 $17M
2024 1 462 $19M

Reli Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$17M
Net Income$6M
Employer EIN462152555
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Reli Group 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Reli Group 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.017301048 · Participants: 541Reli Group 401(k) Profit Sharing Plan and TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Reli Group 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Reli Group 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Reli Group 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Kenda Group Company 401(k) Retirement Plan in OH ($17M); by covered participants it is Ttx Company Thrift Plan in NC (541 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (541 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 Reli Group 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Reli Group 401(k) Profit Sharing Plan and Trust surged - up 56.1% during 2023, from $11M to $17M. Reported net income was $6M.
How have Reli Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Reli Group, Inc.'s sponsor-wide assets grew 72.8%, from $11M to $19M.
Which 401(k) plans are similar in size to Reli Group 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Kenda Group Company 401(k) Retirement Plan in OH ($17M, 450 participants).
Which 401(k) plans cover a similar participant headcount to Reli Group 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Ttx Company Thrift Plan in NC (541 participants, $137M 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 462152555.

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.