401(k) · DOL Form 5500 · 2024

The Reinvestment Fund 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
118
Participants Small participant base
78th
Percentile by assets National rank
$275,381
Avg per participant High balance/head
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Official DOL plan name: The Reinvestment Fund 401(k) Plan · Sponsored by The Reinvestment Fund · Pennsylvania · Finance & Insurance

$32M in assets, 118 participants

The Reinvestment Fund's The Reinvestment Fund 401(k) Plan reported $32M in total assets and 118 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,678 in Finance & Insurance (8,549 peers)

Coverage in Pennsylvania

The Reinvestment Fund 401(k) Plan covers 118 participants in Pennsylvania, about 14% of the average Pennsylvania filer (state average ~822 per filing). Assets: $32M.

#5,678
in Finance & Insurance (8,549 peers)
+14.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Reinvestment Fund 401(k) Plan's outsized position by total assets

The Reinvestment Fund 401(k) Plan vs every filed plan by assets

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

$32,494,975 Top 22% higher than 78% 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

The Reinvestment Fund 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. The Reinvestment Fund 401(k) Plan sits mid-pack in the medium band (118 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Reinvestment Fund 401(k) Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • The Reinvestment Fund 401(k) Plan end-of-year assets rose from $28M in the plan year 2023 filing to $32M in the plan year 2024 filing.
  • The Reinvestment Fund 401(k) Plan reported participants rose from 106 in the plan year 2023 filing to 118 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 232331946 · The Reinvestment Fund PY 2024 · 401(k)

The Reinvestment Fund 401(k) Plan · $32M · 118 · 78th

  • EBSA $32M
  • PART 118
  • TYPE 78th
  • NET 401(k)
  • BOOK near Legacy Traditional Schools 401(k) Plan
  • VS-ST ind #5678

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 Pennsylvania →

The Reinvestment Fund 401(k) Plan in the asset neighbourhood

Legacy Traditional Schools 401(k) PlanLegacy Traditional Schools 4…$32MCerebras Systems Inc 401(k) PlanCerebras Systems Inc 401(k) …$33MThe Reinvestment Fund 401(k) PlanThe Reinvestment Fund 401(k)…$32MCapital Bank 401(k) Plan$32M3-Dimensional Services Group 401(k) Plan & Trust3-Dimensional Services Group…$32M
End-of-year total assets ($M) among The Reinvestment Fund 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$32M
Net Income$4M
Employer EIN232331946
Plan Effective Date1998-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Reinvestment Fund)

Sponsor-wide plan assets over time

All The Reinvestment Fund plans reported in each filing year

Latest sponsor-wide plan assets
$32M 44.642031284010045% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.5M $32.5M ▲ +44.6%
Year Plans Participants Total Assets
2022 1 91 $22M
2023 1 106 $28M
2024 1 118 $32M

Nearby 401(k) Plans in Pennsylvania

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

The Reinvestment Fund 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants The Reinvestment Fund 401(k) Plan, Total assets ($B): 0.032494975 · Participants: 118The Reinvestment Fund 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
The Reinvestment Fund 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Reinvestment Fund 401(k) Plan side-by-side with 3 peers →

The Reinvestment Fund 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Legacy Traditional Schools 401(k) Plan in AZ ($32M); by covered participants it is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (118 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 The Reinvestment Fund 401(k) Plan assets move in 2024? ▼
The Reinvestment Fund 401(k) Plan grew at a solid clip - up 14.1% during 2024, from $28M to $32M. Reported net income was $4M.
How have The Reinvestment Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Reinvestment Fund's sponsor-wide assets grew 44.6%, from $22M to $32M.
Where does The Reinvestment Fund 401(k) Plan rank by assets among Form 5500 filers? ▼
The Reinvestment Fund 401(k) Plan ranks in the 78th 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 The Reinvestment Fund 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Legacy Traditional Schools 401(k) Plan in AZ ($32M, 1,537 participants).
Which 401(k) plans cover a similar participant headcount to The Reinvestment Fund 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hyperform, Inc. 401(k) Profit Sharing Plan and Trust in FL (118 participants, $3M 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 232331946.

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.