401(k) · DOL Form 5500 · 2024
Retail Investors of Texas, Ltd. 401(k) Plan
Data updated 2026-08-25
- $37M
- Total assets Below avg plan size
- 810
- Participants Near avg headcount
- 80th
- Percentile by assets National rank
- $45,671
- Avg per participant Low balance/head
Official DOL plan name: Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust · Sponsored by Retail Investors of Texas, Ltd. · Texas · Retail Trade
$37M in assets, 810 participants
Retail Investors of Texas, Ltd.'s Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust reported $37M in total assets and 810 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.
- #7,124 in Retail Trade (8,048 peers)
Where Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust sits by assets
Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust sits in the top quartile of all filed plans by assets, $37M for 810 participants (~$45,671/participant), up 4.6% in 2024.
- #7,124
- in Retail Trade (8,048 peers)
- +4.6%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust's outsized position by total assets
Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$36,993,877 Top 20% higher than 80% 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
Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust 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. Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (810 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust reported net income fell from $5M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust reported participants rose from 745 in the plan year 2023 filing to 810 in the plan year 2024 filing.
- Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $35M in the plan year 2023 filing to $37M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 741471937 · Retail Investors of Texas, Ltd. PY 2024 · 401(k)
Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust · $37M · 810 · 80th
- RANK $37M
- PHOTO 810
- IND 80th
- EOY 401(k)
- 5500 near Avfuel Corporation 401(k) Savings Plan
- ASSETS ind #7124
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 Retail Trade retirement plans → · Plans in Texas →
Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $37M |
| Net Income | $2M |
| Employer EIN | 741471937 |
| Plan Effective Date | 1988-09-14 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Retail Investors of Texas, Ltd.)
Sponsor-wide plan assets over time
All Retail Investors of Texas, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $37M 20.049560117530447% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 743 | $31M |
| 2023 | 1 | 745 | $35M |
| 2024 | 1 | 810 | $37M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Retail Investors of Texas, Ltd. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Avfuel Corporation 401(k) Savings Plan in MI ($37M); by covered participants it is Calgon Carbon Corporation Thrift/Savings Plan in PA (810 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($37M here).
- Avfuel Corporation 401(k) Savings Plan (MI) $37M · 887
- Perr & Knight 401(k) Plan (CA) $37M · 147
- Mmhr 401(k) Pooled Employer Plan (CA) $37M · 1,563
- Rcb Bank 401(k) Plan (OK) $37M · 780
Similar participant headcount
Nearest other-state filings by covered participants (810 participants); asset peers above are excluded.
- Calgon Carbon Corporation Thrift/Savings Plan (PA) 810 · 0 off
- Allan Industries, Inc. 401(k) Profit Sharing (NJ) 810 · 0 off
- The Donohoe Profit Sharing/401(k) Savings Plan (MD) 810 · 0 off
- Mount Airy #1, LLC Retirement Savings Plan (PA) 810 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.