401(k) · DOL Form 5500 · 2023

Matthew Rios Insurance Agency Corporation 401(k) Plan

Data updated 2026-08-25

$6K
Total assets Small plan by assets: 1
Participants Small participant base: 1st
Percentile by assets National rank: $6,164
Avg per participant Low balance/head

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Official DOL plan name: Matthew Rios Insurance Agency Corporation 401(k) Profit Sharing Plan · Sponsored by Matthew Rios Insurance Agency Corporation · Texas · Finance & Insurance

$6K in assets, 1 participants

Matthew Rios Insurance Agency Corporation's Matthew Rios Insurance Agency Corporation 401(k) Profit Sharing Plan reported $6K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 1st 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.

#78 in Finance & Insurance (8,869 peers)

Matthew Rios Insurance Agency Corporation multi-year trail

Matthew Rios Insurance Agency Corporation's plans moved -98.2% in assets from 2022 to 2024; this filing shows Matthew Rios Insurance Agency Corporation 401(k) Profit Sharing Plan at $6K / 1 participant.

#78
in Finance & Insurance (8,869 peers): -80.1%
assets change YoY

The plan reported a net loss of $25K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Matthew Rios Insurance Agency Corporation 401(k) Profit Sharing Plan among the smaller filed plans by assets

Matthew Rios Insurance Agency Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$6,164 1st percentile higher than 1% 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

Matthew Rios Insurance Agency Corporation 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Matthew Rios Insurance Agency Corporation 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

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%)

Matthew Rios Insurance Agency Corporation 401(k) Profit Sharing Plan end-of-year assets fell from $31K in the plan year 2022 filing to $6K in the plan year 2023 filing.
Matthew Rios Insurance Agency Corporation 401(k) Profit Sharing Plan reported net income rose from -$47K in the plan year 2022 filing to -$25K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 863537510 · Matthew Rios Insurance Agency Corporation PY 2023 · 401(k)

Matthew Rios Insurance Agency Corporation 401(k) Profit Sharing Plan · $6K · 1 · 1st

PART $6K
TYPE 1
NET 1st
BOOK 401(k)
VS-ST near California Car Wash 401(k) Profit Sharing Plan & Trust
BOY ind #78

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 Texas →

End-of-year total assets ($M) among Matthew Rios Insurance Agency Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Matthew Rios Insurance Agency Corporation multi-year asset trail

Latest sponsor-wide plan assets: $558 98.19598461090816% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$31K
2023	1	1	$6K
2024	1	2	$558

Matthew Rios Insurance Agency Corporation filing trail (2023)

Total Assets (Beginning of Year)	$31K
Net Assets (End of Year)	$6K
Net Income	-$25K
Employer EIN	863537510
Plan Effective Date	2021-04-28
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Matthew Rios Insurance Agency Corporation 401(k) Profit Sharing 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 Matthew Rios Insurance Agency Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Matthew Rios Insurance Agency Corporation 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 California Car Wash 401(k) Profit Sharing Plan & Trust in CA ($6K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6K here).

California Car Wash 401(k) Profit Sharing Plan & Trust (CA) $6K · 63
Connecting Signs, Inc. 401(k) Profit Sharing Plan (CO) $6K · 7
Profit Sharing Plan & Trust of Dermatology Associates, P.a. (SC) $6K · 33
Rsls Enterprises Group Inc. 401(k) Plan (FL) $6K · 1

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Beandel, Inc. 401(k) Profit Sharing Plan (UT) 1 · 0 off
Goldsugar Foodservice, Inc. 401(k) Profit Sharing Plan (IL) 1 · 0 off
Armo 401(k) Trust (NJ) 1 · 0 off
John Hines, Inc. 401(k) Profit Sharing Plan (NM) 1 · 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 Matthew Rios Insurance Agency Corporation 401(k) Profit Sharing Plan assets move in 2023? ▼

Matthew Rios Insurance Agency Corporation 401(k) Profit Sharing Plan contracted severely - down 80.1% during 2023, from $31K to $6K. Reported net income was -$25K.

How have Matthew Rios Insurance Agency Corporation plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Matthew Rios Insurance Agency Corporation's sponsor-wide assets declined 98.2%, from $31K to $558.

Where does Matthew Rios Insurance Agency Corporation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼

Matthew Rios Insurance Agency Corporation 401(k) Profit Sharing Plan ranks in the 1st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Matthew Rios Insurance Agency Corporation 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is California Car Wash 401(k) Profit Sharing Plan & Trust in CA ($6K, 63 participants).

Which 401(k) plans cover a similar participant headcount to Matthew Rios Insurance Agency Corporation 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 863537510.