401(k) · DOL Form 5500 · 2023

Rea & Associates, Inc. 401(k) Plan

Data updated 2026-08-11

$96M
Total assets: 408
Participants: 91st
Percentile by assets: $234,861
Avg per participant

Official DOL plan name: Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust · Sponsored by Rea & Associates, Inc. · Ohio · Professional & Technical Services

$96M in assets, 408 participants

Rea & Associates, Inc.'s Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust reported $96M in total assets and 408 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

91st percentile by assets (of 127,072 plans)
#18,729 in Professional & Technical Services (20,321 peers)

Where Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust sits by assets

Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust sits in the top 10% of all filed plans by assets, $96M for 408 participants (~$234,861/participant), up 29.9% in 2023.

$96M
total plan assets (2023 EOY): 408
covered participants: 91st
percentile by assets (of 127,072 plans): $234,861
avg assets per participant

Where Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust sits by total assets

Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$95,823,090 Top 9% higher than 91% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust reported net income rose from $6M in the plan year 2022 filing to $22M in the plan year 2023 filing.
Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $74M in the plan year 2022 filing to $96M in the plan year 2023 filing.
Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust reported participants rose from 394 in the plan year 2022 filing to 408 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Ohio

Industry

Professional & Technical Services

Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust vs the 2023 asset distribution

By assets, Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$74M
Net Assets (End of Year)	$96M
Net Income	$22M
Employer EIN	341310124
Plan Effective Date	1980-06-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Rea & Associates, Inc.)

Total plan assets by year, all Rea & Associates, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	394	$74M
2023	1	408	$96M

Nearby 401(k) Plans in Ohio

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

Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Rea & Associates, Inc. 401(k) Profit Sha… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust by total assets, not by location.

Oak Harbor Freight Lines, Inc. 401(k) Plan and Trust (WA) $96M · 1,727
International Dairy Queen, Inc. Retirement Savings Plan (MN) $96M · 393
Children's Primary Care Medical Group, Inc. Retirement Savings Plan (CA) $96M · 157
Gwa, LLC 401(k) Profit Sharing Plan (CT) $96M · 110

Frequently Asked Questions

How did Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼

Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust grew sharply - up 29.9% during 2023, from $74M to $96M. Reported net income was $22M.

How have Rea & Associates, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Rea & Associates, Inc.'s sponsor-wide assets grew 29.9%, from $74M to $96M.

Where does Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼

Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).

Which 401(k) plans are similar in size to Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Oak Harbor Freight Lines, Inc. 401(k) Plan and Trust in WA ($96M, 1,727 participants).

Next read for Rea & Associates, Inc. 401(k) Profit Sha…

Scale reading

Ways to act on Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust's numbers.

By total assets, Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
Rea & Associates, Inc.'s sponsor-wide assets have grown 29.9% since 2022 across 2 plan years on file. More Professional & Technical Services plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 341310124.