401(k) · DOL Form 5500 · 2024
Reliance Partners, LLC 401(k) Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 254
- Participants Below avg headcount
- 55th
- Percentile by assets National rank
- $37,772
- Avg per participant Low balance/head
Official DOL plan name: Reliance Partners, LLC · Sponsored by Reliance Partners, LLC · Tennessee · Finance & Insurance
$10M in assets, 254 participants
Reliance Partners, LLC's Reliance Partners, LLC reported $10M in total assets and 254 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.
- #3,313 in Finance & Insurance (8,549 peers)
Coverage in Tennessee
Reliance Partners, LLC covers 254 participants in Tennessee, about 23% of the average Tennessee filer (state average ~1,126 per filing). Assets: $10M.
- #3,313
- in Finance & Insurance (8,549 peers)
- +27.9%
- assets growth YoY
Reliance Partners, LLC's mid-pack asset rank among Finance & Insurance and all filers
Reliance Partners, LLC vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,594,000 Top 45% higher than 55% 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
Reliance Partners, LLC 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. Reliance Partners, LLC sits mid-pack in the medium band (254 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Reliance Partners, LLC end-of-year assets rose from $7M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Reliance Partners, LLC reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Reliance Partners, LLC reported participants rose from 236 in the plan year 2023 filing to 254 in the plan year 2024 filing.
DOL schedule card
Filing strip 264244586 · Reliance Partners, LLC PY 2024 · 401(k)
Reliance Partners, LLC · $10M · 254 · 55th
- NET $10M
- NET 254
- NET 55th
- NET 401(k)
- NET near The Edgar Lomax Company 401(k) Plan
- NET ind #3313
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 Tennessee →
Reliance Partners, LLC in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $2M |
| Employer EIN | 264244586 |
| Plan Effective Date | 2018-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Reliance Partners, LLC)
Sponsor-wide plan assets over time
All Reliance Partners, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 96.69989488426506% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 186 | $5M |
| 2023 | 1 | 236 | $7M |
| 2024 | 1 | 254 | $10M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Reliance Partners, LLC's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is The Edgar Lomax Company 401(k) Plan in VA ($10M); by covered participants it is The Michael J. Fox Foundation for Parkinson's Research 401(k) Plan in NY (254 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
- The Edgar Lomax Company 401(k) Plan (VA) $10M · 7
- Incobrasa Industries, Ltd. 401(k) Plan (IL) $10M · 206
- New Advantage Corporation 401(K )Plan (FL) $10M · 116
- The Hollywood Roosevelt Hotel 401(k) Plan (CA) $10M · 374
Similar participant headcount
Nearest other-state filings by covered participants (254 participants); asset peers above are excluded.
- The Michael J. Fox Foundation for Parkinson's Research 401(k) Plan (NY) 254 · 0 off
- Swiss-American Cdmo 401(k) Savings Plan (TX) 254 · 0 off
- Casa Systems, Inc. 401(k) Plan (MA) 254 · 0 off
- Pernix Group 401(k) Retirement Plan (IL) 254 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.