401(k) · DOL Form 5500 · 2024

E. a. Renfroe & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
738
Participants Near avg headcount
77th
Percentile by assets National rank
$41,051
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: E. a. Renfroe & Company, Inc. 401(k) Plan · Sponsored by E. a. Renfroe & Company, Inc. · Alabama · Finance & Insurance

$30M in assets, 738 participants

E. a. Renfroe & Company, Inc.'s E. a. Renfroe & Company, Inc. 401(k) Plan reported $30M in total assets and 738 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,554 in Finance & Insurance (8,549 peers)

Coverage in Alabama

E. a. Renfroe & Company, Inc. 401(k) Plan covers 738 participants in Alabama, 2.1x the typical Alabama plan (state average ~360 per filing). Assets: $30M.

#5,554
in Finance & Insurance (8,549 peers)
-3.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

E. a. Renfroe & Company, Inc. 401(k) Plan's outsized position by total assets

E. a. Renfroe & Company, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$30,295,716 Top 23% higher than 77% of 123,620 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 2024

E. a. Renfroe & Company, Inc. 401(k) Plan 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. E. a. Renfroe & Company, Inc. 401(k) Plan sits mid-pack in the medium band (738 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • E. a. Renfroe & Company, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • E. a. Renfroe & Company, Inc. 401(k) Plan reported participants fell from 1,307 in the plan year 2023 filing to 738 in the plan year 2024 filing.
  • E. a. Renfroe & Company, Inc. 401(k) Plan end-of-year assets fell from $31M in the plan year 2023 filing to $30M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 582142437 · E. a. Renfroe & Company, Inc. PY 2024 · 401(k)

E. a. Renfroe & Company, Inc. 401(k) Plan · $30M · 738 · 77th

  • BOOK $30M
  • VS-ST 738
  • BOY 77th
  • SCH 401(k)
  • EBSA near Cambridge-Lee Industries LLC 401(k) Plan
  • PART ind #5554

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 Alabama →

E. a. Renfroe & Company, Inc. 401(k) Plan in the asset neighbourhood

E. a. Renfroe & Company, Inc. 401(k) PlanE. a. Renfroe & Company, Inc…$30MCambridge-Lee Industries LLC 401(k) PlanCambridge-Lee Industries LLC…$30MTerraphase Engineering 401(k) PlanTerraphase Engineering 401(k…$30MFletcher Yoder, P.C. 401(k) PlanFletcher Yoder, P.C. 401(k) …$30MPha, LLC 401(k) Profit Sharing PlanPha, LLC 401(k) Profit Shari…$30M
End-of-year total assets ($M) among E. a. Renfroe & Company, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$30M
Net Income-$1M
Employer EIN582142437
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (E. a. Renfroe & Company, Inc.)

Sponsor-wide plan assets over time

All E. a. Renfroe & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 7.0044605271304725% vs 2022
2024 filing year
$28M$29M$30M$31M$32M 202220232024 $28.3M $30.3M ▲ +7.0%
Year Plans Participants Total Assets
2022 1 1,077 $28M
2023 1 1,307 $31M
2024 1 738 $30M

Nearby 401(k) Plans in Alabama

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

E. a. Renfroe & Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants E. a. Renfroe & Company, Inc. 401(k) Plan, Total assets ($B): 0.030295716 · Participants: 738E. a. Renfroe & Company, Inc. 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
E. a. Renfroe & Company, Inc. 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare E. a. Renfroe & Company, Inc. 401(k) Plan side-by-side with 3 peers →

E. a. Renfroe & Company, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Cambridge-Lee Industries LLC 401(k) Plan in PA ($30M); by covered participants it is Trajector Holdings Savings Plan in FL (738 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($30M here).

Similar participant headcount

Nearest other-state filings by covered participants (738 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did E. a. Renfroe & Company, Inc. 401(k) Plan assets move in 2024? ▼
E. a. Renfroe & Company, Inc. 401(k) Plan edged down modestly - down 3.5% during 2024, from $31M to $30M. Reported net income was -$1M.
How have E. a. Renfroe & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), E. a. Renfroe & Company, Inc.'s sponsor-wide assets grew 7.0%, from $28M to $30M.
Where does E. a. Renfroe & Company, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
E. a. Renfroe & Company, Inc. 401(k) Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to E. a. Renfroe & Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cambridge-Lee Industries LLC 401(k) Plan in PA ($30M, 193 participants).
Which 401(k) plans cover a similar participant headcount to E. a. Renfroe & Company, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trajector Holdings Savings Plan in FL (738 participants, $15M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 582142437.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.