401(k) · DOL Form 5500 · 2023

Riverview Investment Holdings LLC 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
61
Participants Small participant base
79th
Percentile by assets National rank
$482,424
Avg per participant High balance/head
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Official DOL plan name: Riverview Investment Holdings LLC Plan · Sponsored by Riverview Investment Holdings LLC · Connecticut · Utilities

$29M in assets, 61 participants

Riverview Investment Holdings LLC's Riverview Investment Holdings LLC Plan reported $29M in total assets and 61 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #307 in Utilities (721 peers)

Utilities sector rank

Within Utilities, Riverview Investment Holdings LLC Plan ranks #307 of 721 2023 filers by assets (1825% of the sector average)-$29M for 61 participants.

#307
in Utilities (721 peers)
+11.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Riverview Investment Holdings LLC Plan's outsized position by total assets

Riverview Investment Holdings LLC Plan vs every filed plan by assets

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

$29,427,886 Top 21% higher than 79% 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

Riverview Investment Holdings LLC Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Riverview Investment Holdings LLC Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Riverview Investment Holdings LLC Plan reported net income rose from -$8M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Riverview Investment Holdings LLC Plan reported participants fell from 122 in the plan year 2022 filing to 61 in the plan year 2023 filing.
  • Riverview Investment Holdings LLC Plan end-of-year assets rose from $26M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 823221106 · Riverview Investment Holdings LLC PY 2023 · 401(k)

Riverview Investment Holdings LLC Plan · $29M · 61 · 79th

  • BOY $29M
  • SCH 61
  • EBSA 79th
  • PART 401(k)
  • TYPE near Transworld 401(k) Plan
  • NET ind #307

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 Utilities retirement plans → · Plans in Connecticut →

Riverview Investment Holdings LLC Plan in the asset neighbourhood

Riverview Investment Holdings LLC PlanRiverview Investment Holding…$29MTransworld 401(k) Plan$29MThe Food Pantry Profit Sharing Investment PlanThe Food Pantry Profit Shari…$29MThe Pittsburgh Post-Gazette Union 401(k) PlanThe Pittsburgh Post-Gazette …$29MOld Second National Bank Pooled Employer PlanOld Second National Bank Poo…$29M
End-of-year total assets ($M) among Riverview Investment Holdings LLC Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utilities filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$29M
Net Income$3M
Employer EIN823221106
Plan Effective Date2018-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Riverview Investment Holdings LLC)

Sponsor-wide plan assets over time

All Riverview Investment Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$32M 21.63573162147935% vs 2022
2024 filing year
$24M$26M$28M$30M$32M$34M 202220232024 $26.3M $32M ▲ +21.6%
Year Plans Participants Total Assets
2022 1 122 $26M
2023 1 61 $29M
2024 1 60 $32M

Nearby 401(k) Plans in Connecticut

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

Riverview Investment Holdings LLC Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Riverview Investment Holdings LLC Plan, Total assets ($B): 0.029427886 · Participants: 61Riverview Investment Holdings LLC PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Riverview Investment Holdings LLC Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Riverview Investment Holdings LLC Plan side-by-side with 3 peers →

Riverview Investment Holdings LLC Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Transworld 401(k) Plan in TX ($29M); by covered participants it is Trex Commercial Products 401(k) Plan and Trust in MN (61 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Riverview Investment Holdings LLC Plan assets move in 2023? ▼
Riverview Investment Holdings LLC Plan grew at a solid clip - up 11.9% during 2023, from $26M to $29M. Reported net income was $3M.
How have Riverview Investment Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Riverview Investment Holdings LLC's sponsor-wide assets grew 21.6%, from $26M to $32M.
Where does Riverview Investment Holdings LLC Plan rank by assets among Form 5500 filers? ▼
Riverview Investment Holdings LLC Plan ranks in the 79th 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 Riverview Investment Holdings LLC Plan? ▼
Among 401(k) plans in other states, the closest by assets is Transworld 401(k) Plan in TX ($29M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Riverview Investment Holdings LLC Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trex Commercial Products 401(k) Plan and Trust in MN (61 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 823221106.

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.