401(k) · DOL Form 5500 · 2023

Rli Services, LLC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
407
Participants Below avg headcount
82nd
Percentile by assets National rank
$91,014
Avg per participant Below avg balance/head
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Official DOL plan name: Rli Services LLC 401(k) Plan · Sponsored by Rli Services, LLC · Illinois · Manufacturing

$37M in assets, 407 participants

Rli Services, LLC's Rli Services LLC 401(k) Plan reported $37M in total assets and 407 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,960 in Manufacturing (18,722 peers)

Where Rli Services LLC 401(k) Plan sits by assets

Rli Services LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 407 participants (~$91,014/participant), up 181.6% in 2023.

#13,960
in Manufacturing (18,722 peers)
+181.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Rli Services LLC 401(k) Plan's outsized position by total assets

Rli Services LLC 401(k) Plan vs every filed plan by assets

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

$37,042,810 Top 18% higher than 82% 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

Rli Services LLC 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. Rli Services LLC 401(k) Plan sits mid-pack in the medium band (407 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rli Services LLC 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Rli Services LLC 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Rli Services LLC 401(k) Plan reported participants fell from 422 in the plan year 2022 filing to 407 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 820776939 · Rli Services, LLC PY 2023 · 401(k)

Rli Services LLC 401(k) Plan · $37M · 407 · 82nd

  • IND $37M
  • IND 407
  • IND 82nd
  • IND 401(k)
  • IND near United Heritage Financial Group 401(k) Plan
  • IND ind #13960

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 Manufacturing retirement plans → · Plans in Illinois →

Rli Services LLC 401(k) Plan in the asset neighbourhood

Rli Services LLC 401(k) Plan$37MUnited Heritage Financial Group 401(k) PlanUnited Heritage Financial Gr…$37MN.S. International, Ltd. 401(k) PlanN.S. International, Ltd. 401…$37MSperber Landscape Companies and Subsidiaries 401(k) PlanSperber Landscape Companies …$37MLearneo, Inc. 401(k) Plan$37M
End-of-year total assets ($M) among Rli Services LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$37M
Net Income$4M
Employer EIN820776939
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rli Services, LLC)

Sponsor-wide plan assets over time

All Rli Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$40M 206.1950340797924% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $13.2M $40.3M ▲ +206.2%
Year Plans Participants Total Assets
2022 1 422 $13M
2023 1 407 $37M
2024 1 433 $40M

Nearby 401(k) Plans in Illinois

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

Rli Services LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Rli Services LLC 401(k) Plan, Total assets ($B): 0.03704281 · Participants: 407Rli Services LLC 401(k) PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Rli Services LLC 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Rli Services LLC 401(k) Plan side-by-side with 3 peers →

Rli Services LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is United Heritage Financial Group 401(k) Plan in ID ($37M); by covered participants it is Ross Aviation Retirement Savings Plan in CO (407 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (407 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 Rli Services LLC 401(k) Plan assets move in 2023? ▼
Rli Services LLC 401(k) Plan surged - up 181.6% during 2023, from $13M to $37M. Reported net income was $4M.
How have Rli Services, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rli Services, LLC's sponsor-wide assets grew 206.2%, from $13M to $40M.
Where does Rli Services LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Rli Services LLC 401(k) Plan ranks in the 82nd 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 Rli Services LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Heritage Financial Group 401(k) Plan in ID ($37M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Rli Services LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ross Aviation Retirement Savings Plan in CO (407 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 820776939.

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.