401(k) · DOL Form 5500 · 2023

Rea & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$96M
Total assets Below avg plan size
408
Participants Below avg headcount
91st
Percentile by assets National rank
$234,861
Avg per participant Above avg balance/head
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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.

  • #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.

#18,729
in Professional & Technical Services (20,321 peers)
+29.9%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust's outsized position 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

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 2023

Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (408 participants).

What changed between DOL Form 5500 filings

plan year 2022 → 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 →

Plan-year Form 5500 strip

Filing strip 341310124 · Rea & Associates, Inc. PY 2023 · 401(k)

Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust · $96M · 408 · 91st

  • RANK $96M
  • PHOTO 408
  • IND 91st
  • EOY 401(k)
  • 5500 near Oak Harbor Freight Lines, Inc. 401(k) Plan and Trust
  • ASSETS ind #18729

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Children's Primary Care Medical Group, Inc. Retirement Savings PlanChildren's Primary Care Medi…$96MGwa, LLC 401(k) Profit Sharing PlanGwa, LLC 401(k) Profit Shari…$96MRea & Associates, Inc. 401(k) Profit Sharing Plan and TrustRea & Associates, Inc. 401(k…$96MOak Harbor Freight Lines, Inc. 401(k) Plan and TrustOak Harbor Freight Lines, In…$96MInternational Dairy Queen, Inc. Retirement Savings PlanInternational Dairy Queen, I…$96M
End-of-year total assets ($M) among Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$96M
Net Income$22M
Employer EIN341310124
Plan Effective Date1980-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rea & Associates, Inc.)

Sponsor-wide plan assets over time

All Rea & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$96M 29.93596148161652% vs 2022
2023 filing year
$70M$80M$90M$100M 20222023 $73.8M $95.8M ▲ +29.9%
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 Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.09582309 · Participants: 408Rea & Associates, Inc. 401(k) Profit Sharing Plan and TrustGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Oak Harbor Freight Lines, Inc. 401(k) Plan and Trust in WA ($96M); by covered participants it is Orano USA 401(k) Retirement Plan in VA (408 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (408 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which 401(k) plans cover a similar participant headcount to Rea & Associates, Inc. 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Orano USA 401(k) Retirement Plan in VA (408 participants, $162M in assets).

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.

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.