401(k) · DOL Form 5500 · 2023

Retirement Unlimited, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
1,763
Participants Near avg headcount
63rd
Percentile by assets National rank
$6,820
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Retirement Unlimited 401(k) Plan · Sponsored by Retirement Unlimited, Inc. · Virginia · Healthcare & Social Assistance

$12M in assets, 1,763 participants

Retirement Unlimited, Inc.'s Retirement Unlimited 401(k) Plan reported $12M in total assets and 1,763 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,027 in Healthcare & Social Assistance (17,684 peers)

Coverage in Virginia

Retirement Unlimited 401(k) Plan covers 1,763 participants in Virginia, 2.3x the typical Virginia plan (state average ~782 per filing). Assets: $12M.

#12,027
in Healthcare & Social Assistance (17,684 peers)
+21.4%
assets growth YoY

Retirement Unlimited 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Retirement Unlimited 401(k) Plan vs every filed plan by assets

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

$12,024,252 Top 37% higher than 63% 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 Unlimited 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Unlimited 401(k) Plan lands in the large band (1,763 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Unlimited 401(k) Plan reported net income rose from -$81K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Retirement Unlimited 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $12M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 541278450 · Retirement Unlimited, Inc. PY 2023 · 401(k)

Retirement Unlimited 401(k) Plan · $12M · 1,763 · 63rd

  • NET $12M
  • BOOK 1,763
  • VS-ST 63rd
  • BOY 401(k)
  • SCH near Dick's Drive- Ins 401(k) Plan
  • EBSA ind #12027

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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →

Retirement Unlimited 401(k) Plan in the asset neighbourhood

Nichols Brothers Boat Builders Retirement PlanNichols Brothers Boat Builde…$12MRetirement Unlimited 401(k) PlanRetirement Unlimited 401(k) …$12MDick's Drive- Ins 401(k) Plan$12MThe Scott Fetzer Hourly Employee 401(k) PlanThe Scott Fetzer Hourly Empl…$12MFlodraulic Group Incorporated 401(k) PlanFlodraulic Group Incorporate…$12M
End-of-year total assets ($M) among Retirement Unlimited 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN541278450
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Retirement Unlimited, Inc.)

Sponsor-wide plan assets over time

All Retirement Unlimited, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 34.66874619443087% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.9M $13.3M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 1,763 $10M
2023 1 1,763 $12M
2024 1 2,258 $13M

Nearby 401(k) Plans in Virginia

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

Retirement Unlimited 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Retirement Unlimited 401(k) Plan, Total assets ($B): 0.012024252 · Participants: 1763Retirement Unlimited 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Retirement Unlimited 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Retirement Unlimited 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Dick's Drive- Ins 401(k) Plan in WA ($12M); by covered participants it is Whataburger of Mesquite, Inc. Profit Sharing Plan in TX (1,763 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,763 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 Unlimited 401(k) Plan assets move in 2023? ▼
Retirement Unlimited 401(k) Plan grew sharply - up 21.4% during 2023, from $10M to $12M. Reported net income was $2M.
How have Retirement Unlimited, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Retirement Unlimited, Inc.'s sponsor-wide assets grew 34.7%, from $10M to $13M.
Which 401(k) plans are similar in size to Retirement Unlimited 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dick's Drive- Ins 401(k) Plan in WA ($12M, 199 participants).
Which 401(k) plans cover a similar participant headcount to Retirement Unlimited 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Whataburger of Mesquite, Inc. Profit Sharing Plan in TX (1,763 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 541278450.

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.