401(k) · DOL Form 5500 · 2023

Motley Rice LLC 401(k) Plan

Data updated 2026-08-25

$105M
Total assets Near avg plan size
290
Participants Below avg headcount
92nd
Percentile by assets National rank
$362,313
Avg per participant High balance/head
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Official DOL plan name: Motley Rice LLC Employee Retirement Savings Plan · Sponsored by Motley Rice LLC · South Carolina · Professional & Technical Services

$105M in assets, 290 participants

Motley Rice LLC's Motley Rice LLC Employee Retirement Savings Plan reported $105M in total assets and 290 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,846 in Professional & Technical Services (20,321 peers)

Where Motley Rice LLC Employee Retirement Savings Plan sits by assets

Motley Rice LLC Employee Retirement Savings Plan sits in the top 10% of all filed plans by assets, $105M for 290 participants (~$362,313/participant), up 21.3% in 2023.

#18,846
in Professional & Technical Services (20,321 peers)
+21.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Motley Rice LLC Employee Retirement Savings Plan's outsized position by total assets

Motley Rice LLC Employee Retirement Savings Plan vs every filed plan by assets

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

$105,070,762 Top 8% higher than 92% 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

Motley Rice LLC Employee Retirement Savings 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. Motley Rice LLC Employee Retirement Savings Plan sits mid-pack in the medium band (290 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Motley Rice LLC Employee Retirement Savings Plan reported net income rose from -$13M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Motley Rice LLC Employee Retirement Savings Plan end-of-year assets rose from $87M in the plan year 2022 filing to $105M in the plan year 2023 filing.
  • Motley Rice LLC Employee Retirement Savings Plan reported participants fell from 305 in the plan year 2022 filing to 290 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 753051732 · Motley Rice LLC PY 2023 · 401(k)

Motley Rice LLC Employee Retirement Savings Plan · $105M · 290 · 92nd

  • 5500 $105M
  • 5500 290
  • 5500 92nd
  • 5500 401(k)
  • 5500 near Gopro 401(k) Plan
  • 5500 ind #18846

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 South Carolina →

Motley Rice LLC Employee Retirement Savings Plan in the asset neighbourhood

West Star Aviation, LLC 401(k) PlanWest Star Aviation, LLC 401(…$105MMotley Rice LLC Employee Retirement Savings PlanMotley Rice LLC Employee Ret…$105MGopro 401(k) Plan$105MMid-Atlantic Women's Care, P.L.C. Profit Sharing PlanMid-Atlantic Women's Care, P…$105MBaker & Mckenzie New York Profit Sharing and 401(k) PlanBaker & Mckenzie New York Pr…$105M
End-of-year total assets ($M) among Motley Rice LLC Employee Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$105M
Net Income$18M
Employer EIN753051732
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Motley Rice LLC)

Sponsor-wide plan assets over time

All Motley Rice LLC plans reported in each filing year

Latest sponsor-wide plan assets
$119M 37.15856641436993% vs 2022
2024 filing year
$80M$90M$100M$110M$120M$130M 202220232024 $86.6M $119M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 305 $87M
2023 1 290 $105M
2024 1 294 $119M

Nearby 401(k) Plans in South Carolina

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

Motley Rice LLC Employee Retirement Savings Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants Motley Rice LLC Employee Retirement Savings Plan, Total assets ($B): 0.105070762 · Participants: 290Motley Rice LLC Employee Retirement Savings PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
Motley Rice LLC Employee Retirement Savings Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare Motley Rice LLC Employee Retirement Savings Plan side-by-side with 3 peers →

Motley Rice LLC Employee Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Gopro 401(k) Plan in CA ($105M); by covered participants it is Tireman/World Tire 401(k) Plan in OH (290 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($105M here).

Similar participant headcount

Nearest other-state filings by covered participants (290 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 Motley Rice LLC Employee Retirement Savings Plan assets move in 2023? ▼
Motley Rice LLC Employee Retirement Savings Plan grew sharply - up 21.3% during 2023, from $87M to $105M. Reported net income was $18M.
How have Motley Rice LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Motley Rice LLC's sponsor-wide assets grew 37.2%, from $87M to $119M.
Where does Motley Rice LLC Employee Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Motley Rice LLC Employee Retirement Savings Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Motley Rice LLC Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gopro 401(k) Plan in CA ($105M, 513 participants).
Which 401(k) plans cover a similar participant headcount to Motley Rice LLC Employee Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tireman/World Tire 401(k) Plan in OH (290 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 753051732.

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.