401(k) · DOL Form 5500 · 2023

The Reinvestment Fund 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
106
Participants Small participant base
78th
Percentile by assets National rank
$268,564
Avg per participant High balance/head
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Official DOL plan name: The Reinvestment Fund 401(k) Plan · Sponsored by The Reinvestment Fund · Pennsylvania · Finance & Insurance

$28M in assets, 106 participants

The Reinvestment Fund's The Reinvestment Fund 401(k) Plan reported $28M in total assets and 106 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,950 in Finance & Insurance (8,869 peers)

Coverage in Pennsylvania

The Reinvestment Fund 401(k) Plan covers 106 participants in Pennsylvania, about 13% of the average Pennsylvania filer (state average ~822 per filing). Assets: $28M.

#5,950
in Finance & Insurance (8,869 peers)
+26.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Reinvestment Fund 401(k) Plan's outsized position by total assets

The Reinvestment Fund 401(k) Plan vs every filed plan by assets

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

$28,467,834 Top 22% higher than 78% 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

The Reinvestment Fund 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. The Reinvestment Fund 401(k) Plan sits mid-pack in the medium band (106 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Reinvestment Fund 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • The Reinvestment Fund 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • The Reinvestment Fund 401(k) Plan reported participants rose from 91 in the plan year 2022 filing to 106 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 232331946 · The Reinvestment Fund PY 2023 · 401(k)

The Reinvestment Fund 401(k) Plan · $28M · 106 · 78th

  • BOY $28M
  • BOY 106
  • BOY 78th
  • BOY 401(k)
  • BOY near Landmark Structures I, L.P. 401(k) Profit Sharing Plan
  • BOY ind #5950

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 Pennsylvania →

The Reinvestment Fund 401(k) Plan in the asset neighbourhood

The Reinvestment Fund 401(k) PlanThe Reinvestment Fund 401(k)…$28MLandmark Structures I, L.P. 401(k) Profit Sharing PlanLandmark Structures I, L.P. …$28MSeneca Holdings, LLC 401(k) Retirement Savings PlanSeneca Holdings, LLC 401(k) …$28MEct 401(k) Tax-Deferred Savings PlanEct 401(k) Tax-Deferred Savi…$28MOahu Publications, Inc. 401(k) Profit Sharing PlanOahu Publications, Inc. 401(…$28M
End-of-year total assets ($M) among The Reinvestment Fund 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$28M
Net Income$6M
Employer EIN232331946
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Reinvestment Fund)

Sponsor-wide plan assets over time

All The Reinvestment Fund plans reported in each filing year

Latest sponsor-wide plan assets
$32M 44.642031284010045% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.5M $32.5M ▲ +44.6%
Year Plans Participants Total Assets
2022 1 91 $22M
2023 1 106 $28M
2024 1 118 $32M

Nearby 401(k) Plans in Pennsylvania

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

The Reinvestment Fund 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Reinvestment Fund 401(k) Plan, Total assets ($B): 0.028467834 · Participants: 106The Reinvestment Fund 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
The Reinvestment Fund 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Reinvestment Fund 401(k) Plan side-by-side with 3 peers →

The Reinvestment Fund 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Landmark Structures I, L.P. 401(k) Profit Sharing Plan in TX ($28M); by covered participants it is Interfolio 401(k) P/S Plan in DC (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 The Reinvestment Fund 401(k) Plan assets move in 2023? ▼
The Reinvestment Fund 401(k) Plan grew sharply - up 26.7% during 2023, from $22M to $28M. Reported net income was $6M.
How have The Reinvestment Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Reinvestment Fund's sponsor-wide assets grew 44.6%, from $22M to $32M.
Where does The Reinvestment Fund 401(k) Plan rank by assets among Form 5500 filers? ▼
The Reinvestment Fund 401(k) Plan ranks in the 78th 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 The Reinvestment Fund 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Landmark Structures I, L.P. 401(k) Profit Sharing Plan in TX ($28M, 256 participants).
Which 401(k) plans cover a similar participant headcount to The Reinvestment Fund 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Interfolio 401(k) P/S Plan in DC (106 participants, N/A 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 232331946.

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.