401(k) · DOL Form 5500 · 2023

Reilly & Sons, Inc. 401(k) Plan

Data updated 2026-08-25

$62K
Total assets Small plan by assets
3
Participants Small participant base
4th
Percentile by assets National rank
$20,695
Avg per participant Low balance/head
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Official DOL plan name: Reilly & Sons, Inc. 401(k) Profit Sharing Plan · Sponsored by Reilly & Sons, Inc. · Washington · Other Services

$62K in assets, 3 participants

Reilly & Sons, Inc.'s Reilly & Sons, Inc. 401(k) Profit Sharing Plan reported $62K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 4th 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.

  • #701 in Other Services (7,857 peers)

Reilly & Sons, Inc. multi-year trail

Reilly & Sons, Inc.'s plans moved -75.0% in assets from 2022 to 2024; this filing shows Reilly & Sons, Inc. 401(k) Profit Sharing Plan at $62K / 3 participants.

#701
in Other Services (7,857 peers)
-24.3%
assets change YoY

The plan reported a net loss of $20K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Reilly & Sons, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Reilly & Sons, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$62,086 4th percentile higher than 4% 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

Reilly & Sons, Inc. 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. Reilly & Sons, Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Reilly & Sons, Inc. 401(k) Profit Sharing Plan reported net income rose from -$83K in the plan year 2022 filing to -$20K in the plan year 2023 filing.
  • Reilly & Sons, Inc. 401(k) Profit Sharing Plan reported participants rose from 2 in the plan year 2022 filing to 3 in the plan year 2023 filing.
  • Reilly & Sons, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $82K in the plan year 2022 filing to $62K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 475045214 · Reilly & Sons, Inc. PY 2023 · 401(k)

Reilly & Sons, Inc. 401(k) Profit Sharing Plan · $62K · 3 · 4th

  • BOY $62K
  • BOY 3
  • BOY 4th
  • BOY 401(k)
  • BOY near Loray Inc. 401(k) Plan
  • BOY ind #701

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 Other Services retirement plans → · Plans in Washington →

Reilly & Sons, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Reilly & Sons, Inc. 401(k) Profit Sharing PlanReilly & Sons, Inc. 401(k) P…$62KLoray Inc. 401(k) Plan$62KCharles Carrollton Enterprises Inc 401(k) Profit Sharing PlanCharles Carrollton Enterpris…$62KPavemaster Inc. 401(k) Plan$62KRaj K Goyal Md PC 401 (K) Profit Sharing PlanRaj K Goyal Md PC 401 (K) Pr…$62K
End-of-year total assets ($M) among Reilly & Sons, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Reilly & Sons, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Reilly & Sons, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21K 74.99634217713617% vs 2022
2024 filing year
$0M$0.02M$0.04M$0.06M$0.08M$0.1M 202220232024 $0.08M $0.02M ▼ -75.0%
Year Plans Participants Total Assets
2022 1 2 $82K
2023 1 3 $62K
2024 1 2 $21K

Reilly & Sons, Inc. filing trail (2023)

Total Assets (Beginning of Year)$82K
Net Assets (End of Year)$62K
Net Income-$20K
Employer EIN475045214
Plan Effective Date2015-09-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Reilly & Sons, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Reilly & Sons, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000062086 · Participants: 3Reilly & Sons, Inc. 401(k) Profit Sharing PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Reilly & Sons, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Reilly & Sons, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Reilly & Sons, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Loray Inc. 401(k) Plan in NC ($62K); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Reilly & Sons, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Reilly & Sons, Inc. 401(k) Profit Sharing Plan declined sharply - down 24.3% during 2023, from $82K to $62K. Reported net income was -$20K.
How have Reilly & Sons, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Reilly & Sons, Inc.'s sponsor-wide assets declined 75.0%, from $82K to $21K.
Where does Reilly & Sons, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Reilly & Sons, Inc. 401(k) Profit Sharing Plan ranks in the 4th 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 Reilly & Sons, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Loray Inc. 401(k) Plan in NC ($62K, 3 participants).
Which 401(k) plans cover a similar participant headcount to Reilly & Sons, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 475045214.

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.