401(k) · DOL Form 5500 · 2024

Rate Holdings Corp. 401(k) Plan

Data updated 2026-08-25

$526M
Total assets Above avg plan size
6,214
Participants Above avg headcount
97th
Percentile by assets National rank
$84,617
Avg per participant Below avg balance/head
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Official DOL plan name: Rate Holdings Corp. Multiple Employer 401(k) Plan · Sponsored by Rate Holdings Corp. · Illinois · Finance & Insurance

$526M in assets, 6,214 participants

Rate Holdings Corp.'s Rate Holdings Corp. Multiple Employer 401(k) Plan reported $526M in total assets and 6,214 participants in its 2024 DOL Form 5500 filing, ranking in the 97th 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.

  • #8,145 in Finance & Insurance (8,549 peers)

Coverage in Illinois

Rate Holdings Corp. Multiple Employer 401(k) Plan covers 6,214 participants in Illinois, 8.0x the typical Illinois plan (state average ~779 per filing). Assets: $526M.

#8,145
in Finance & Insurance (8,549 peers)
+6.2%
assets growth YoY
5.3×
vs typical plan assets (national mean)

Rate Holdings Corp. Multiple Employer 401(k) Plan's outsized position by total assets

Rate Holdings Corp. Multiple Employer 401(k) Plan vs every filed plan by assets

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

$525,807,255 Top 3% higher than 97% 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

Rate Holdings Corp. Multiple Employer 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rate Holdings Corp. Multiple Employer 401(k) Plan lands in the large band (6,214 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rate Holdings Corp. Multiple Employer 401(k) Plan reported net income fell from $50M in the plan year 2023 filing to $31M in the plan year 2024 filing.
  • Rate Holdings Corp. Multiple Employer 401(k) Plan reported participants fell from 8,248 in the plan year 2023 filing to 6,214 in the plan year 2024 filing.
  • Rate Holdings Corp. Multiple Employer 401(k) Plan end-of-year assets rose from $495M in the plan year 2023 filing to $526M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 301301067 · Rate Holdings Corp. PY 2024 · 401(k)

Rate Holdings Corp. Multiple Employer 401(k) Plan · $526M · 6,214 · 97th

  • EIN $526M
  • RANK 6,214
  • PHOTO 97th
  • IND 401(k)
  • EOY near Retirement and Savings Plan of Subaru of America, Inc.
  • 5500 ind #8145

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 Illinois →

Rate Holdings Corp. Multiple Employer 401(k) Plan in the asset neighbourhood

Dtts 401(k) Plan$526MSavings and Investment Plan of Armstrong World Industries, Inc.Savings and Investment Plan …$526MRate Holdings Corp. Multiple Employer 401(k) PlanRate Holdings Corp. Multiple…$526MRetirement and Savings Plan of Subaru of America, Inc.Retirement and Savings Plan …$526MHolland & Hart Retirement Savings PlanHolland & Hart Retirement Sa…$525M
End-of-year total assets ($M) among Rate Holdings Corp. Multiple Employer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$495M
Net Assets (End of Year)$526M
Net Income$31M
Employer EIN301301067
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rate Holdings Corp.)

Sponsor-wide plan assets over time

All Rate Holdings Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$526M 6.209445084919723% vs 2023
2024 filing year
$490M$500M$510M$520M$530M 20232024 $495M $526M ▲ +6.2%
Year Plans Participants Total Assets
2023 1 8,248 $495M
2024 1 6,214 $526M

Nearby 401(k) Plans in Illinois

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

Rate Holdings Corp. Multiple Employer 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Rate Holdings Corp. Multiple Employer 401(k) Plan, Total assets ($B): 0.525807255 · Participants: 6214Rate Holdings Corp. Multiple Employer 401(k) PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
Rate Holdings Corp. Multiple Employer 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Rate Holdings Corp. Multiple Employer 401(k) Plan side-by-side with 3 peers →

Rate Holdings Corp. Multiple Employer 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Retirement and Savings Plan of Subaru of America, Inc. in NJ ($526M); by covered participants it is Woodward Retirement Savings Plan in CO (6,210 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($526M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,214 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 Rate Holdings Corp. Multiple Employer 401(k) Plan assets move in 2024? ▼
Rate Holdings Corp. Multiple Employer 401(k) Plan grew at a solid clip - up 6.2% during 2024, from $495M to $526M. Reported net income was $31M.
How have Rate Holdings Corp. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Rate Holdings Corp.'s sponsor-wide assets grew 6.2%, from $495M to $526M.
Where does Rate Holdings Corp. Multiple Employer 401(k) Plan rank by assets among Form 5500 filers? ▼
Rate Holdings Corp. Multiple Employer 401(k) Plan ranks in the 97th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Rate Holdings Corp. Multiple Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retirement and Savings Plan of Subaru of America, Inc. in NJ ($526M, 1,454 participants).
Which 401(k) plans cover a similar participant headcount to Rate Holdings Corp. Multiple Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Woodward Retirement Savings Plan in CO (6,210 participants, $2.0B 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 301301067.

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.