401(k) · DOL Form 5500 · 2024

Retiring by Design 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
853
Participants Near avg headcount
31st
Percentile by assets National rank
$2,763
Avg per participant Low balance/head
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Official DOL plan name: Solutions Advisors 401(k) Retirement Plan · Sponsored by Retiring by Design · Florida · Healthcare & Social Assistance

$2M in assets, 853 participants

Retiring by Design's Solutions Advisors 401(k) Retirement Plan reported $2M in total assets and 853 participants in its 2024 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,091 in Healthcare & Social Assistance (16,916 peers)

Retiring by Design multi-year trail

Retiring by Design's plans moved -15.4% in assets from 2022 to 2024; this filing shows Solutions Advisors 401(k) Retirement Plan at $2M / 853 participants.

#5,091
in Healthcare & Social Assistance (16,916 peers)
+85.0%
assets growth YoY

Solutions Advisors 401(k) Retirement Plan among the smaller filed plans by assets

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

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,356,844 31st percentile higher than 31% of 123,620 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 2024

Solutions Advisors 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Solutions Advisors 401(k) Retirement Plan sits mid-pack in the medium band (853 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Solutions Advisors 401(k) Retirement Plan reported net income rose from $427K in the plan year 2022 filing to $1M in the plan year 2024 filing.
  • Solutions Advisors 401(k) Retirement Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2024 filing.
  • Solutions Advisors 401(k) Retirement Plan reported participants rose from 828 in the plan year 2022 filing to 853 in the plan year 2024 filing.

See the national 2022→2024 release diff →

EBSA filing schedule strip

Filing strip 454190056 · Retiring by Design PY 2024 · 401(k)

Solutions Advisors 401(k) Retirement Plan · $2M · 853 · 31st

  • NET $2M
  • NET 853
  • NET 31st
  • NET 401(k)
  • NET near Kerv Interactive 401(k) Plan
  • NET ind #5091

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 Florida →

Solutions Advisors 401(k) Retirement Plan in the asset neighbourhood

Solutions Advisors 401(k) Retirement PlanSolutions Advisors 401(k) Re…$2MKerv Interactive 401(k) Plan$2MKeith F. Walker 401(k) Plan$2MHeading Home Retirement Plan$2MRenhill Staffing Service 401(k) PlanRenhill Staffing Service 401…$2M
End-of-year total assets ($M) among Solutions Advisors 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Retiring by Design multi-year asset trail

Sponsor-wide plan assets over time

All Retiring by Design plans reported in each filing year

Latest sponsor-wide plan assets
$2M 15.351182953034934% vs 2022
2024 filing year
$2.2M$2.4M$2.6M$2.8M$3M 20222024 $2.78M $2.36M ▼ -15.1%
Year Plans Participants Total Assets
2022 1 828 $3M
2024 1 853 $2M

Retiring by Design filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$1M
Employer EIN454190056
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Solutions Advisors 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Solutions Advisors 401(k) Retirement Plan, Total assets ($B): 0.002356844 · Participants: 853Solutions Advisors 401(k) Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Solutions Advisors 401(k) Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Solutions Advisors 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Kerv Interactive 401(k) Plan in TX ($2M); by covered participants it is Frankenmuth Insurance 401(k) Savings Plan in MI (853 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (853 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Solutions Advisors 401(k) Retirement Plan assets move in 2024? ▼
Solutions Advisors 401(k) Retirement Plan surged - up 85.0% during 2024, from $1M to $2M. Reported net income was $1M.
How have Retiring by Design plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Retiring by Design's sponsor-wide assets declined 15.4%, from $3M to $2M.
Which 401(k) plans are similar in size to Solutions Advisors 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kerv Interactive 401(k) Plan in TX ($2M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Solutions Advisors 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frankenmuth Insurance 401(k) Savings Plan in MI (853 participants, $232M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 454190056.

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.