401(k) · DOL Form 5500 · 2024
Reliant Advisors & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $941K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $188,187
- Avg per participant Above avg balance/head
Official DOL plan name: Reliant Advisors & Associates Retirement Plan · Sponsored by Reliant Advisors & Associates, Inc. · Texas · Finance & Insurance
$941K in assets, 5 participants
Reliant Advisors & Associates, Inc.'s Reliant Advisors & Associates Retirement Plan reported $941K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.
- #1,099 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Reliant Advisors & Associates Retirement Plan holds $941K for 5 participants - about $188,187 per participant, among the smaller plans by assets on file.
- #1,099
- in Finance & Insurance (8,549 peers)
- +6.1%
- assets growth YoY
Reliant Advisors & Associates Retirement Plan among the smaller filed plans by assets
Reliant Advisors & Associates Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$940,936 23rd percentile higher than 23% 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
Reliant Advisors & Associates Retirement 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. Reliant Advisors & Associates Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Reliant Advisors & Associates Retirement Plan reported net income rose from $4K in the plan year 2023 filing to $54K in the plan year 2024 filing.
- Reliant Advisors & Associates Retirement Plan end-of-year assets rose from $887K in the plan year 2023 filing to $941K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 814993114 · Reliant Advisors & Associates, Inc. PY 2024 · 401(k)
Reliant Advisors & Associates Retirement Plan · $941K · 5 · 23rd
- VS-ST $941K
- BOY 5
- SCH 23rd
- EBSA 401(k)
- PART near Beachtime Ventures Inc. Retirement Plan
- TYPE ind #1099
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 Texas →
Reliant Advisors & Associates Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $887K |
|---|---|
| Net Assets (End of Year) | $941K |
| Net Income | $54K |
| Employer EIN | 814993114 |
| Plan Effective Date | 2017-01-17 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Reliant Advisors & Associates, Inc.)
Sponsor-wide plan assets over time
All Reliant Advisors & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $941K 6.554269368489953% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $883K |
| 2023 | 1 | 5 | $887K |
| 2024 | 1 | 5 | $941K |
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
Reliant Advisors & Associates Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Beachtime Ventures Inc. Retirement Plan in IN ($941K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($941K here).
- Beachtime Ventures Inc. Retirement Plan (IN) $941K · 6
- Maolnich Enterprises Inc. Retirement Plan (VA) $941K · 14
- Beach Nursery, Inc. 401(k) Profit Sharing Plan (FL) $941K · N/A
- C.O.C. Solo 401(k) Trust (CO) $941K · 1
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
- Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- K&k Se 401(k) Plan (CA) 5 · 0 off
- Fallon Holdings, Inc. 401(k) Plan (KY) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.