401(k) · DOL Form 5500 · 2024

Risk Theory Management, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
356
Participants Below avg headcount
61st
Percentile by assets National rank
$35,357
Avg per participant Low balance/head
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Official DOL plan name: Risk Theory Management, LLC 401(k) Plan · Sponsored by Risk Theory Management, LLC · Texas · Finance & Insurance

$13M in assets, 356 participants

Risk Theory Management, LLC's Risk Theory Management, LLC 401(k) Plan reported $13M in total assets and 356 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #3,818 in Finance & Insurance (8,549 peers)

Risk Theory Management, LLC multi-year trail

Risk Theory Management, LLC's plans moved +38.6% in assets from 2023 to 2024; this filing shows Risk Theory Management, LLC 401(k) Plan at $13M / 356 participants.

#3,818
in Finance & Insurance (8,549 peers)
+38.6%
assets growth YoY

Risk Theory Management, LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Risk Theory Management, LLC 401(k) Plan vs every filed plan by assets

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

$12,587,158 Top 39% higher than 61% 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

Risk Theory Management, LLC 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. Risk Theory Management, LLC 401(k) Plan sits mid-pack in the medium band (356 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Risk Theory Management, LLC 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Risk Theory Management, LLC 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Risk Theory Management, LLC 401(k) Plan reported participants rose from 344 in the plan year 2023 filing to 356 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 883279524 · Risk Theory Management, LLC PY 2024 · 401(k)

Risk Theory Management, LLC 401(k) Plan · $13M · 356 · 61st

  • EIN $13M
  • EIN 356
  • EIN 61st
  • EIN 401(k)
  • EIN near United Brass Works, Inc. Employee Savings Retirement Plan
  • EIN ind #3818

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 →

Risk Theory Management, LLC 401(k) Plan in the asset neighbourhood

Risk Theory Management, LLC 401(k) PlanRisk Theory Management, LLC …$13MUnited Brass Works, Inc. Employee Savings Retirement PlanUnited Brass Works, Inc. Emp…$13MChoice Investments Savings PlanChoice Investments Savings P…$13MVenterra Realty Inc. 401(k) PlanVenterra Realty Inc. 401(k) …$13MThe Oliver Carr Company 401(k) PlanThe Oliver Carr Company 401(…$13M
End-of-year total assets ($M) among Risk Theory Management, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Risk Theory Management, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Risk Theory Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 38.608754254729895% vs 2023
2024 filing year
$8M$10M$12M$14M 20232024 $9.08M $12.6M ▲ +38.7%
Year Plans Participants Total Assets
2023 1 344 $9M
2024 1 356 $13M

Risk Theory Management, LLC filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$13M
Net Income$4M
Employer EIN883279524
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Risk Theory Management, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Risk Theory Management, LLC 401(k) Plan, Total assets ($B): 0.012587158 · Participants: 356Risk Theory Management, LLC 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Risk Theory Management, LLC 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Risk Theory Management, LLC 401(k) Plan side-by-side with 3 peers →

Risk Theory Management, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is United Brass Works, Inc. Employee Savings Retirement Plan in NC ($13M); by covered participants it is Rubicon Global Holdings, LLC 401(k) Plan in GA (356 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (356 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 Risk Theory Management, LLC 401(k) Plan assets move in 2024? ▼
Risk Theory Management, LLC 401(k) Plan surged - up 38.6% during 2024, from $9M to $13M. Reported net income was $4M.
How have Risk Theory Management, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Risk Theory Management, LLC's sponsor-wide assets grew 38.6%, from $9M to $13M.
Which 401(k) plans are similar in size to Risk Theory Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Brass Works, Inc. Employee Savings Retirement Plan in NC ($13M, 197 participants).
Which 401(k) plans cover a similar participant headcount to Risk Theory Management, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Rubicon Global Holdings, LLC 401(k) Plan in GA (356 participants, $13M 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 883279524.

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.