401(k) · DOL Form 5500 · 2024
Long River Investments Inc. 401(k) Plan
Data updated 2026-08-25
- $613K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 19th
- Percentile by assets National rank
- $306,468
- Avg per participant High balance/head
Official DOL plan name: Long River Investments Inc. 401(k) Plan · Sponsored by Long River Investments Inc. · Connecticut · Finance & Insurance
$613K in assets, 2 participants
Long River Investments Inc.'s Long River Investments Inc. 401(k) Plan reported $613K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 19th 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.
- #899 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Long River Investments Inc. 401(k) Plan holds $613K for 2 participants - about $306,468 per participant, among the smaller plans by assets on file.
- #899
- in Finance & Insurance (8,549 peers)
- -2.4%
- assets change YoY
The plan reported a net loss of $15K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Long River Investments Inc. 401(k) Plan among the smaller filed plans by assets
Long River Investments Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$612,936 19th percentile higher than 19% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Long River Investments Inc. 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Long River Investments Inc. 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Long River Investments Inc. 401(k) Plan reported net income rose from -$35K in the plan year 2023 filing to -$15K in the plan year 2024 filing.
- Long River Investments Inc. 401(k) Plan end-of-year assets fell from $628K in the plan year 2023 filing to $613K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 461676421 · Long River Investments Inc. PY 2024 · 401(k)
Long River Investments Inc. 401(k) Plan · $613K · 2 · 19th
- PART $613K
- PART 2
- PART 19th
- PART 401(k)
- PART near Last Leg Investments Retirement Plan
- PART ind #899
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 Finance & Insurance retirement plans → · Plans in Connecticut →
Long River Investments Inc. 401(k) Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $628K |
|---|---|
| Net Assets (End of Year) | $613K |
| Net Income | -$15K |
| Employer EIN | 461676421 |
| Plan Effective Date | 2012-12-25 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Long River Investments Inc.)
Sponsor-wide plan assets over time
All Long River Investments Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $613K 7.48512890795394% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $663K |
| 2023 | 1 | 2 | $628K |
| 2024 | 1 | 2 | $613K |
Nearby 401(k) Plans in Connecticut
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Rtx Savings Plan $58.6B · 124,876
- Citi Retirement Savings Plan $23.2B · 78,741
- The Hartford Investment and Savings Plan $7.2B · 18,614
- Eversource 401(k) Plan $4.0B · 10,041
- Xerox Corporation Savings Plan $4.0B · 9,876
Long River Investments Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Connecticut, the nearest 401(k) by assets is Last Leg Investments Retirement Plan in TX ($613K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($613K here).
- Last Leg Investments Retirement Plan (TX) $613K · 1
- Mauka Lau 401(k) Trust (HI) $613K · 1
- Jnna Health Solutions 401(k) (FL) $613K · 1
- Commercial Powder Coating Inc 401(k) Profit Sharing Plan & Trust (OR) $613K · 18
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.