401(k) · DOL Form 5500 · 2024

Rate Holdings Corp. 401(k) Plan

Data updated 2026-08-11

$526M
Total assets
6,214
Participants
97th
Percentile by assets
$84,617
Avg per participant
PlainRetire home → About this data

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.

  • 97th percentile by assets (of 123,622 plans)
  • #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.

$526M
total plan assets (2024 EOY)
6,214
covered participants
97th
percentile by assets (of 123,622 plans)
$84,617
avg assets per participant

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 →

State
Illinois
Industry
Finance & Insurance

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Rate Holdings Corp. Multiple Employer 401(k) Plan reports 6,214 participants - 8.0x that state average ($526M EOY assets).

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.)

$490M$500M$510M$520M$530M 20232024 $495M $526M ▲ +6.2%
Total plan assets by year, all Rate Holdings Corp. plans on file
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

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. …Accenture United Sta…State Farm 401(k) Sa…United Airlines Pilo…Abbott Laboratories …Walgreens Retirement…
Rate Holdings Corp. Multiple Employer 401(k) Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Rate Holdings Corp. Multiple Employer 40… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Rate Holdings Corp. Multiple Employer 401(k) Plan by total assets, not by location.

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).

Next read for Rate Holdings Corp. Multiple Employer 40…

Filing takeaways

Ways to act on Rate Holdings Corp. Multiple Employer 401(k) Plan's numbers.

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.