401(k) · DOL Form 5500 · 2023

Low Va Rates, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
114
Participants Small participant base
29th
Percentile by assets National rank
$16,055
Avg per participant Low balance/head
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Official DOL plan name: Retirement Income Security Plan-Low Va Rates, LLC · Sponsored by Low Va Rates, LLC · Utah · Finance & Insurance

$2M in assets, 114 participants

Low Va Rates, LLC's Retirement Income Security Plan-Low Va Rates, LLC reported $2M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #1,769 in Finance & Insurance (8,869 peers)

Coverage in Utah

Retirement Income Security Plan-Low Va Rates, LLC covers 114 participants in Utah, about 19% of the average Utah filer (state average ~592 per filing). Assets: $2M.

#1,769
in Finance & Insurance (8,869 peers)
+0.5%
assets growth YoY

Retirement Income Security Plan-Low Va Rates, LLC among the smaller filed plans by assets

Retirement Income Security Plan-Low Va Rates, LLC vs every filed plan by assets

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

$1,830,294 29th percentile higher than 29% 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

Retirement Income Security Plan-Low Va Rates, LLC 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. Retirement Income Security Plan-Low Va Rates, LLC sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Income Security Plan-Low Va Rates, LLC reported net income fell from $322K in the plan year 2022 filing to $9K in the plan year 2023 filing.
  • Retirement Income Security Plan-Low Va Rates, LLC reported participants fell from 289 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 463435079 · Low Va Rates, LLC PY 2023 · 401(k)

Retirement Income Security Plan-Low Va Rates, LLC · $2M · 114 · 29th

  • SCH $2M
  • SCH 114
  • SCH 29th
  • SCH 401(k)
  • SCH near The Hustead Law Firm 401(k) Plan
  • SCH ind #1769

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 Utah →

Retirement Income Security Plan-Low Va Rates, LLC in the asset neighbourhood

Retirement Income Security Plan-Low Va Rates, LLCRetirement Income Security P…$2MThe Hustead Law Firm 401(k) PlanThe Hustead Law Firm 401(k) …$2MDfi America, LLC 401(k) Plan$2MEmpereon-Constar 401(k) Plan$2MCarium 401(k) Plan$2M
End-of-year total assets ($M) among Retirement Income Security Plan-Low Va Rates, LLC and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$9K
Employer EIN463435079
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Low Va Rates, LLC)

Sponsor-wide plan assets over time

All Low Va Rates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.4982374452290223% vs 2022
2023 filing year
$1.82M$1.82M$1.83M$1.83M$1.84M 20222023 $1.82M $1.83M ▲ +0.5%
Year Plans Participants Total Assets
2022 1 289 $2M
2023 1 114 $2M

Nearby 401(k) Plans in Utah

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

Retirement Income Security Plan-Low Va Rates, LLC vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Retirement Income Security Plan-Low Va Rates, LLC, Total assets ($B): 0.001830294 · Participants: 114Retirement Income Security Plan-Low Va Rates, LLCIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Retirement Income Security Plan-Low Va Rates, LLC vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Retirement Income Security Plan-Low Va Rates, LLC side-by-side with 3 peers →

Retirement Income Security Plan-Low Va Rates, LLC's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is The Hustead Law Firm 401(k) Plan in CO ($2M); by covered participants it is Austin Medical Center 403b Plan in MN (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Retirement Income Security Plan-Low Va Rates, LLC assets move in 2023? ▼
Retirement Income Security Plan-Low Va Rates, LLC held essentially flat - up 0.5% during 2023, from $2M to $2M. Reported net income was $9K.
How have Low Va Rates, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Low Va Rates, LLC's sponsor-wide assets grew 0.5%, from $2M to $2M.
Which 401(k) plans are similar in size to Retirement Income Security Plan-Low Va Rates, LLC? ▼
Among 401(k) plans in other states, the closest by assets is The Hustead Law Firm 401(k) Plan in CO ($2M, 17 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Income Security Plan-Low Va Rates, LLC? ▼
Among 401(k) plans in other states, the closest by covered participants is Austin Medical Center 403b Plan in MN (114 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 463435079.

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.