401(k) · DOL Form 5500 · 2023

Reps Investments, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
3
Participants Small participant base
42nd
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Reps Investments, Inc. Retirement Savings Plan · Sponsored by Reps Investments, Inc. · California · Professional & Technical Services

$5M in assets, 3 participants

Reps Investments, Inc.'s Reps Investments, Inc. Retirement Savings Plan reported $5M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #8,119 in Professional & Technical Services (20,321 peers)

Reps Investments, Inc. multi-year trail

Reps Investments, Inc.'s plans moved +24.2% in assets from 2022 to 2024; this filing shows Reps Investments, Inc. Retirement Savings Plan at $5M / 3 participants.

#8,119
in Professional & Technical Services (20,321 peers)
+8.0%
assets growth YoY

Reps Investments, Inc. Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Reps Investments, Inc. Retirement Savings Plan vs every filed plan by assets

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

$4,503,564 42nd percentile higher than 42% 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

Reps Investments, Inc. Retirement Savings Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Reps Investments, Inc. Retirement Savings Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Reps Investments, Inc. Retirement Savings Plan reported net income rose from $208K in the plan year 2022 filing to $332K in the plan year 2023 filing.
  • Reps Investments, Inc. Retirement Savings Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 474748122 · Reps Investments, Inc. PY 2023 · 401(k)

Reps Investments, Inc. Retirement Savings Plan · $5M · 3 · 42nd

  • ASSETS $5M
  • ASSETS 3
  • ASSETS 42nd
  • ASSETS 401(k)
  • ASSETS near Nardone Brothers Baking Company, Inc. 401(k) Retirement Plan
  • ASSETS ind #8119

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 Professional & Technical Services retirement plans → · Plans in California →

Reps Investments, Inc. Retirement Savings Plan in the asset neighbourhood

Reps Investments, Inc. Retirement Savings PlanReps Investments, Inc. Retir…$5MNardone Brothers Baking Company, Inc. 401(k) Retirement PlanNardone Brothers Baking Comp…$5MUnited Medical, LLC 401(k) Profit Sharing PlanUnited Medical, LLC 401(k) P…$5M3p Processing LLC 401(k) Plan$5MFitz-Fahl, Inc. 401(k) Profit Sharing Plan and TrustFitz-Fahl, Inc. 401(k) Profi…$5M
End-of-year total assets ($M) among Reps Investments, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Reps Investments, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Reps Investments, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 24.20504576533418% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.17M $5.18M ▲ +24.2%
Year Plans Participants Total Assets
2022 1 3 $4M
2023 1 3 $5M
2024 1 3 $5M

Reps Investments, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$332K
Employer EIN474748122
Plan Effective Date2015-08-11
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Reps Investments, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Reps Investments, Inc. Retirement Savings Plan, Total assets ($B): 0.004503564 · Participants: 3Reps Investments, Inc. Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Reps Investments, Inc. Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Reps Investments, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Nardone Brothers Baking Company, Inc. 401(k) Retirement Plan in PA ($5M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Reps Investments, Inc. Retirement Savings Plan assets move in 2023?
Reps Investments, Inc. Retirement Savings Plan grew at a solid clip - up 8.0% during 2023, from $4M to $5M. Reported net income was $332K.
How have Reps Investments, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Reps Investments, Inc.'s sponsor-wide assets grew 24.2%, from $4M to $5M.
Which 401(k) plans are similar in size to Reps Investments, Inc. Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Nardone Brothers Baking Company, Inc. 401(k) Retirement Plan in PA ($5M, 303 participants).
Which 401(k) plans cover a similar participant headcount to Reps Investments, Inc. Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants, N/A in assets).