401(k) · DOL Form 5500 · 2023

Richardson Investments, Inc. Dba Rich Ford 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
165
Participants Small participant base
38th
Percentile by assets National rank
$21,739
Avg per participant Low balance/head
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Official DOL plan name: Rich Ford 401(k) Plan · Sponsored by Richardson Investments, Inc. Dba Rich Ford · New Mexico · Retail Trade

$4M in assets, 165 participants

Richardson Investments, Inc. Dba Rich Ford's Rich Ford 401(k) Plan reported $4M in total assets and 165 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #4,164 in Retail Trade (8,414 peers)

Coverage in New Mexico

Rich Ford 401(k) Plan covers 165 participants in New Mexico, about 45% of the average New Mexico filer (state average ~365 per filing). Assets: $4M.

#4,164
in Retail Trade (8,414 peers)
+22.6%
assets growth YoY

Rich Ford 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Rich Ford 401(k) Plan vs every filed plan by assets

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

$3,586,939 38th percentile higher than 38% 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

Rich Ford 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. Rich Ford 401(k) Plan sits mid-pack in the medium band (165 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rich Ford 401(k) Plan reported net income rose from -$296K in the plan year 2022 filing to $637K in the plan year 2023 filing.
  • Rich Ford 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Rich Ford 401(k) Plan reported participants fell from 169 in the plan year 2022 filing to 165 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 850158548 · Richardson Investments, Inc. Dba Rich Ford PY 2023 · 401(k)

Rich Ford 401(k) Plan · $4M · 165 · 38th

  • IND $4M
  • EOY 165
  • 5500 38th
  • ASSETS 401(k)
  • PCT near Litho Flex 401(k) Plan
  • EIN ind #4164

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 Retail Trade retirement plans → · Plans in New Mexico →

Rich Ford 401(k) Plan in the asset neighbourhood

Rich Ford 401(k) Plan$4MLitho Flex 401(k) Plan$4MRegional Food Bank of Oklahoma 401(k) PlanRegional Food Bank of Oklaho…$4MAbs - Tulsa 401(k) Retirement PlanAbs - Tulsa 401(k) Retiremen…$4MHomeland Credit Union, Inc. 401(k) PlanHomeland Credit Union, Inc. …$4M
End-of-year total assets ($M) among Rich Ford 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Mexico filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$637K
Employer EIN850158548
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Richardson Investments, Inc. Dba Rich Ford)

Sponsor-wide plan assets over time

All Richardson Investments, Inc. Dba Rich Ford plans reported in each filing year

Latest sponsor-wide plan assets
$4M 38.939881338268% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.92M $4.06M ▲ +39.0%
Year Plans Participants Total Assets
2022 1 169 $3M
2023 1 165 $4M
2024 1 210 $4M

Nearby 401(k) Plans in New Mexico

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

Rich Ford 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -202468 Total assets ($B) Participants Rich Ford 401(k) Plan, Total assets ($B): 0.003586939 · Participants: 165Rich Ford 401(k) PlanNtess Savings and Income Plan, Total assets ($B): 6.138288212 · Participants: 14721Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 2.017061751 · Participants: 10005Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.83962508 · Participants: 2249Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.76542965 · Participants: 1531Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.573005592 · Participants: 1962Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Rich Ford 401(k) Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Rich Ford 401(k) Plan side-by-side with 3 peers →

Rich Ford 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Litho Flex 401(k) Plan in CA ($4M); by covered participants it is Fruitsmart 401(k) Plan in WA (165 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Similar participant headcount

Nearest other-state filings by covered participants (165 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 Rich Ford 401(k) Plan assets move in 2023? ▼
Rich Ford 401(k) Plan grew sharply - up 22.6% during 2023, from $3M to $4M. Reported net income was $637K.
How have Richardson Investments, Inc. Dba Rich Ford plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richardson Investments, Inc. Dba Rich Ford's sponsor-wide assets grew 38.9%, from $3M to $4M.
Which 401(k) plans are similar in size to Rich Ford 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Litho Flex 401(k) Plan in CA ($4M, 5 participants).
Which 401(k) plans cover a similar participant headcount to Rich Ford 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Fruitsmart 401(k) Plan in WA (165 participants, $3M 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 850158548.

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.