401(k) · DOL Form 5500 · 2023

Revalize Software, Inc. 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
226
Participants Below avg headcount
75th
Percentile by assets National rank
$102,095
Avg per participant Below avg balance/head
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Official DOL plan name: Revalize, Inc. 401(k) Plan · Sponsored by Revalize Software, Inc. · Florida · Professional & Technical Services

$23M in assets, 226 participants

Revalize Software, Inc.'s Revalize, Inc. 401(k) Plan reported $23M in total assets and 226 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,315 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Revalize, Inc. 401(k) Plan covers 226 participants in Florida, about 36% of the average Florida filer (state average ~628 per filing). Assets: $23M.

#15,315
in Professional & Technical Services (20,321 peers)
+12.5%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Revalize, Inc. 401(k) Plan's outsized position by total assets

Revalize, Inc. 401(k) Plan vs every filed plan by assets

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

$23,073,529 Top 25% higher than 75% 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

Revalize, Inc. 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. Revalize, Inc. 401(k) Plan sits mid-pack in the medium band (226 participants).

Published 5500 schedule card

Filing strip 862876825 · Revalize Software, Inc. PY 2023 · 401(k)

Revalize, Inc. 401(k) Plan · $23M · 226 · 75th

  • EBSA $23M
  • PART 226
  • TYPE 75th
  • NET 401(k)
  • BOOK near Shebester-Bechtel, Inc. Employee Stock Ownership Plan
  • VS-ST ind #15315

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 Florida →

Revalize, Inc. 401(k) Plan in the asset neighbourhood

Evernote Corporation 401(k) PlanEvernote Corporation 401(k) …$23MRevalize, Inc. 401(k) Plan$23MShebester-Bechtel, Inc. Employee Stock Ownership PlanShebester-Bechtel, Inc. Empl…$23MOrthopaedic Associates, Inc. 401(k) Profit Sharing PlanOrthopaedic Associates, Inc.…$23MFamily Orthopedic Associates P 401(k) Profit Sharing Plan & TrustFamily Orthopedic Associates…$23M
End-of-year total assets ($M) among Revalize, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN862876825
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Revalize Software, Inc.)

Sponsor-wide plan assets over time

All Revalize Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 26.078543583312864% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.5M $25.9M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 260 $21M
2023 1 226 $23M
2024 1 222 $26M

Nearby 401(k) Plans in Florida

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

Revalize, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Revalize, Inc. 401(k) Plan, Total assets ($B): 0.023073529 · Participants: 226Revalize, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Revalize, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Revalize, Inc. 401(k) Plan side-by-side with 3 peers →

Revalize, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Shebester-Bechtel, Inc. Employee Stock Ownership Plan in OK ($23M); by covered participants it is Cogent, Inc. Profit Sharing 401(k) Plan in MO (226 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (226 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 Revalize, Inc. 401(k) Plan assets move in 2023? ▼
Revalize, Inc. 401(k) Plan grew at a solid clip - up 12.5% during 2023, from $21M to $23M. Reported net income was $3M.
How have Revalize Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Revalize Software, Inc.'s sponsor-wide assets grew 26.1%, from $21M to $26M.
Where does Revalize, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Revalize, Inc. 401(k) Plan ranks in the 75th 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 Revalize, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shebester-Bechtel, Inc. Employee Stock Ownership Plan in OK ($23M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Revalize, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cogent, Inc. Profit Sharing 401(k) Plan in MO (226 participants, $29M 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 862876825.

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.