401(k) · DOL Form 5500 · 2023
Reps & Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $65M
- Total assets Below avg plan size
- 46
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $1.4M
- Avg per participant High balance/head
Official DOL plan name: Reps & Company, Inc. Employee Stock Ownership Plan · Sponsored by Reps & Company, Inc. · California · Wholesale Trade
$65M in assets, 46 participants
Reps & Company, Inc.'s Reps & Company, Inc. Employee Stock Ownership Plan reported $65M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.
- #5,654 in Wholesale Trade (6,309 peers)
Where Reps & Company, Inc. Employee Stock Ownership Plan sits by assets
Reps & Company, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $65M for 46 participants (~$1.4M/participant), up 33.3% in 2023.
- #5,654
- in Wholesale Trade (6,309 peers)
- +33.3%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Reps & Company, Inc. Employee Stock Ownership Plan's outsized position by total assets
Reps & Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$65,445,043 Top 12% higher than 88% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Reps & Company, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Reps & Company, Inc. Employee Stock Ownership Plan is a small filing (46 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Reps & Company, Inc. Employee Stock Ownership Plan reported net income rose from $8M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- Reps & Company, Inc. Employee Stock Ownership Plan reported participants rose from 33 in the plan year 2022 filing to 46 in the plan year 2023 filing.
- Reps & Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $49M in the plan year 2022 filing to $65M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 823349696 · Reps & Company, Inc. PY 2023 · 401(k)
Reps & Company, Inc. Employee Stock Ownership Plan · $65M · 46 · 88th
- 5500 $65M
- 5500 46
- 5500 88th
- 5500 401(k)
- 5500 near Gabrielli Savings and Retirement Plan for Employees
- 5500 ind #5654
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 Wholesale Trade retirement plans → · Plans in California →
Reps & Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $65M |
| Net Income | $16M |
| Employer EIN | 823349696 |
| Plan Effective Date | 2017-11-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Reps & Company, Inc.)
Sponsor-wide plan assets over time
All Reps & Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $65M 33.295195188479425% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $49M |
| 2023 | 1 | 46 | $65M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Reps & Company, Inc. Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Gabrielli Savings and Retirement Plan for Employees in NY ($65M); by covered participants it is Savant Learning Systems, Inc. 401(k) Plan in TN (46 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($65M here).
- Gabrielli Savings and Retirement Plan for Employees (NY) $65M · 692
- Pendleton Woolen Mills, Inc. 401(k) and Profit Sharing Plan (OR) $65M · 503
- Dcd Automotive Holdings, Inc. 401(k) Plan (MA) $65M · 1,435
- Tinuiti, Inc. Retirement Plan (PA) $65M · 1,220
Similar participant headcount
Nearest other-state filings by covered participants (46 participants); asset peers above are excluded.
- Savant Learning Systems, Inc. 401(k) Plan (TN) 46 · 0 off
- Carl Marks & Co., Inc Retirement Savings Plan (NY) 46 · 0 off
- Orbel Corporation 401(k) Plan (PA) 46 · 0 off
- Advent Intermodal Solutions LLC 401(k) Plan (NJ) 46 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.