401(k) · DOL Form 5500 · 2023

Rees-Jones Holdings LLC 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
137
Participants Small participant base
80th
Percentile by assets National rank
$235,916
Avg per participant Above avg balance/head
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Official DOL plan name: Rees-Jones Holdings LLC 401(k) Profit Sharing Plan · Sponsored by Rees-Jones Holdings LLC · Texas · Mining & Oil Extraction

$32M in assets, 137 participants

Rees-Jones Holdings LLC's Rees-Jones Holdings LLC 401(k) Profit Sharing Plan reported $32M in total assets and 137 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.

  • #527 in Mining & Oil Extraction (811 peers)

Coverage in Texas

Rees-Jones Holdings LLC 401(k) Profit Sharing Plan covers 137 participants in Texas, about 20% of the average Texas filer (state average ~688 per filing). Assets: $32M.

#527
in Mining & Oil Extraction (811 peers)
+4.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rees-Jones Holdings LLC 401(k) Profit Sharing Plan's outsized position by total assets

Rees-Jones Holdings LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$32,320,484 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

Rees-Jones Holdings LLC 401(k) Profit Sharing 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. Rees-Jones Holdings LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (137 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rees-Jones Holdings LLC 401(k) Profit Sharing Plan reported net income rose from -$13M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Rees-Jones Holdings LLC 401(k) Profit Sharing Plan reported participants fell from 205 in the plan year 2022 filing to 137 in the plan year 2023 filing.
  • Rees-Jones Holdings LLC 401(k) Profit Sharing Plan end-of-year assets rose from $31M in the plan year 2022 filing to $32M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 463556054 · Rees-Jones Holdings LLC PY 2023 · 401(k)

Rees-Jones Holdings LLC 401(k) Profit Sharing Plan · $32M · 137 · 80th

  • 5500 $32M
  • 5500 137
  • 5500 80th
  • 5500 401(k)
  • 5500 near First Western 401(k) Plan
  • 5500 ind #527

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

Rees-Jones Holdings LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Salem Holding Company 401(k) Profit Sharing PlanSalem Holding Company 401(k)…$32MRees-Jones Holdings LLC 401(k) Profit Sharing PlanRees-Jones Holdings LLC 401(…$32MFirst Western 401(k) Plan$32MTony Hawaii, LLC and Affiliates 401(k) Retirement SavingsTony Hawaii, LLC and Affilia…$32MMetron Aviation, Inc. 401(k) Profit Sharing PlanMetron Aviation, Inc. 401(k)…$32M
End-of-year total assets ($M) among Rees-Jones Holdings LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$32M
Net Income$1M
Employer EIN463556054
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rees-Jones Holdings LLC)

Sponsor-wide plan assets over time

All Rees-Jones Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 13.297635102529842% vs 2022
2024 filing year
$30M$32M$34M$36M 202220232024 $31M $35.1M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 205 $31M
2023 1 137 $32M
2024 1 142 $35M

Nearby 401(k) Plans in Texas

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

Rees-Jones Holdings LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Rees-Jones Holdings LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.032320484 · Participants: 137Rees-Jones Holdings LLC 401(k) Profit Sharing 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
Rees-Jones Holdings LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Rees-Jones Holdings LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Rees-Jones Holdings LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is First Western 401(k) Plan in CO ($32M); by covered participants it is Valley Perinatal Services in AZ (137 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (137 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 Rees-Jones Holdings LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Rees-Jones Holdings LLC 401(k) Profit Sharing Plan edged up modestly - up 4.4% during 2023, from $31M to $32M. Reported net income was $1M.
How have Rees-Jones Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rees-Jones Holdings LLC's sponsor-wide assets grew 13.3%, from $31M to $35M.
Where does Rees-Jones Holdings LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Rees-Jones Holdings LLC 401(k) Profit Sharing 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 Rees-Jones Holdings LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Western 401(k) Plan in CO ($32M, 358 participants).
Which 401(k) plans cover a similar participant headcount to Rees-Jones Holdings LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Valley Perinatal Services in AZ (137 participants, $2M 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 463556054.

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.