401(k) · DOL Form 5500 · 2024

Rees-Jones Holdings LLC 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
142
Participants Small participant base
80th
Percentile by assets National rank
$247,103
Avg per participant Above avg balance/head
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Official DOL plan name: Rees-Jones Holdings LLC 401(k) Profit Sharing Plan · Sponsored by Rees-Jones Holdings LLC · Texas · Mining & Oil Extraction

$35M in assets, 142 participants

Rees-Jones Holdings LLC's Rees-Jones Holdings LLC 401(k) Profit Sharing Plan reported $35M in total assets and 142 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #512 in Mining & Oil Extraction (785 peers)

Coverage in Texas

Rees-Jones Holdings LLC 401(k) Profit Sharing Plan covers 142 participants in Texas, about 21% of the average Texas filer (state average ~688 per filing). Assets: $35M.

#512
in Mining & Oil Extraction (785 peers)
+8.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Rees-Jones Holdings LLC 401(k) Profit Sharing Plan's outsized position by total assets

Rees-Jones Holdings LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$35,088,673 Top 20% higher than 80% 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

Rees-Jones Holdings LLC 401(k) Profit Sharing 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. Rees-Jones Holdings LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (142 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rees-Jones Holdings LLC 401(k) Profit Sharing Plan reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Rees-Jones Holdings LLC 401(k) Profit Sharing Plan end-of-year assets rose from $32M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Rees-Jones Holdings LLC 401(k) Profit Sharing Plan reported participants rose from 137 in the plan year 2023 filing to 142 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 463556054 · Rees-Jones Holdings LLC PY 2024 · 401(k)

Rees-Jones Holdings LLC 401(k) Profit Sharing Plan · $35M · 142 · 80th

  • SCH $35M
  • SCH 142
  • SCH 80th
  • SCH 401(k)
  • SCH near Rouse's Enterprises, L.L.C. Profit Sharing & 401(k) Plan
  • SCH ind #512

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 Mining & Oil Extraction retirement plans → · Plans in Texas →

Rees-Jones Holdings LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Rees-Jones Holdings LLC 401(k) Profit Sharing PlanRees-Jones Holdings LLC 401(…$35MRouse's Enterprises, L.L.C. Profit Sharing & 401(k) PlanRouse's Enterprises, L.L.C. …$35MWasatch Property Management 401(k) PlanWasatch Property Management …$35MCommodore Builders LLC 401(k) PlanCommodore Builders LLC 401(k…$35MZimmerman Associates, Inc. 401(k) Savings PlanZimmerman Associates, Inc. 4…$35M
End-of-year total assets ($M) among Rees-Jones Holdings LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$35M
Net Income$3M
Employer EIN463556054
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rees-Jones Holdings LLC)

Sponsor-wide plan assets over time

All Rees-Jones Holdings LLC plans reported in each filing year

Latest sponsor-wide plan assets
$35M 13.297635102529842% vs 2022
2024 filing year
$30M$32M$34M$36M 202220232024 $31M $35.1M ▲ +13.3%
Year Plans Participants Total Assets
2022 1 205 $31M
2023 1 137 $32M
2024 1 142 $35M

Nearby 401(k) Plans in Texas

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

Rees-Jones Holdings LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Rees-Jones Holdings LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.035088673 · Participants: 142Rees-Jones Holdings LLC 401(k) Profit Sharing 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
Rees-Jones Holdings LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Rees-Jones Holdings LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Rees-Jones Holdings LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Rouse's Enterprises, L.L.C. Profit Sharing & 401(k) Plan in LA ($35M); by covered participants it is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (142 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 Rees-Jones Holdings LLC 401(k) Profit Sharing Plan assets move in 2024? ▼
Rees-Jones Holdings LLC 401(k) Profit Sharing Plan grew at a solid clip - up 8.6% during 2024, from $32M to $35M. Reported net income was $3M.
How have Rees-Jones Holdings LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rees-Jones Holdings LLC's sponsor-wide assets grew 13.3%, from $31M to $35M.
Where does Rees-Jones Holdings LLC 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Rees-Jones Holdings LLC 401(k) Profit Sharing Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Rees-Jones Holdings LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rouse's Enterprises, L.L.C. Profit Sharing & 401(k) Plan in LA ($35M, 3,643 participants).
Which 401(k) plans cover a similar participant headcount to Rees-Jones Holdings LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Slickdeals, LLC 401(k) Profit Sharing Plan in NV (142 participants, $19M 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 463556054.

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.