401(k) · DOL Form 5500 · 2023

Reading & Math, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
240
Participants Below avg headcount
49th
Percentile by assets National rank
$26,057
Avg per participant Low balance/head
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Official DOL plan name: Reading & Math, Inc. 401(k) Plan · Sponsored by Reading & Math, Inc. · Minnesota · Educational Services

$6M in assets, 240 participants

Reading & Math, Inc.'s Reading & Math, Inc. 401(k) Plan reported $6M in total assets and 240 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #1,242 in Educational Services (3,735 peers)

Coverage in Minnesota

Reading & Math, Inc. 401(k) Plan covers 240 participants in Minnesota, about 21% of the average Minnesota filer (state average ~1,126 per filing). Assets: $6M.

#1,242
in Educational Services (3,735 peers)
+56.4%
assets growth YoY

Reading & Math, Inc. 401(k) Plan's mid-pack asset rank among Educational Services and all filers

Reading & Math, Inc. 401(k) Plan vs every filed plan by assets

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

$6,253,640 49th percentile higher than 49% 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

Reading & Math, 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. Reading & Math, Inc. 401(k) Plan sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Reading & Math, Inc. 401(k) Plan reported net income rose from -$179K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Reading & Math, Inc. 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Reading & Math, Inc. 401(k) Plan reported participants rose from 214 in the plan year 2022 filing to 240 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 472306902 · Reading & Math, Inc. PY 2023 · 401(k)

Reading & Math, Inc. 401(k) Plan · $6M · 240 · 49th

  • BOY $6M
  • BOY 240
  • BOY 49th
  • BOY 401(k)
  • BOY near South Bay Allergy & Asthma 401(k) Plan
  • BOY ind #1242

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 Educational Services retirement plans → · Plans in Minnesota →

Reading & Math, Inc. 401(k) Plan in the asset neighbourhood

Reading & Math, Inc. 401(k) PlanReading & Math, Inc. 401(k) …$6MSouth Bay Allergy & Asthma 401(k) PlanSouth Bay Allergy & Asthma 4…$6MWelldoc 401(k) Profit Sharing PlanWelldoc 401(k) Profit Sharin…$6MIaa Tax Deferred Savings Plan & TrustIaa Tax Deferred Savings Pla…$6MMenlo Innovations LLC 401 (K) Plan and TrustMenlo Innovations LLC 401 (K…$6M
End-of-year total assets ($M) among Reading & Math, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$2M
Employer EIN472306902
Plan Effective Date2010-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Reading & Math, Inc.)

Sponsor-wide plan assets over time

All Reading & Math, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 130.51888930354855% vs 2022
2024 filing year
$2M$4M$6M$8M$10M 202220232024 $4M $9.22M ▲ +130.5%
Year Plans Participants Total Assets
2022 1 214 $4M
2023 1 240 $6M
2024 1 347 $9M

Nearby 401(k) Plans in Minnesota

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

Reading & Math, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Reading & Math, Inc. 401(k) Plan, Total assets ($B): 0.00625364 · Participants: 240Reading & Math, Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Reading & Math, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Reading & Math, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is South Bay Allergy & Asthma 401(k) Plan in CA ($6M); by covered participants it is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 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 Reading & Math, Inc. 401(k) Plan assets move in 2023? ▼
Reading & Math, Inc. 401(k) Plan surged - up 56.4% during 2023, from $4M to $6M. Reported net income was $2M.
How have Reading & Math, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Reading & Math, Inc.'s sponsor-wide assets grew 130.5%, from $4M to $9M.
Which 401(k) plans are similar in size to Reading & Math, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is South Bay Allergy & Asthma 401(k) Plan in CA ($6M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Reading & Math, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Big 3 Precision Products, Inc. 401(k) Profit Sharing Plan in IL (240 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 472306902.

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.