401(k) · DOL Form 5500 · 2024

Retain Your Equity, Inc. 401(k) Plan

Data updated 2026-08-25

$134K
Total assets Small plan by assets
2
Participants Small participant base
8th
Percentile by assets National rank
$67,051
Avg per participant Below avg balance/head
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Official DOL plan name: Retain Your Equity Retirement Plan · Sponsored by Retain Your Equity, Inc. · Colorado · Real Estate

$134K in assets, 2 participants

Retain Your Equity, Inc.'s Retain Your Equity Retirement Plan reported $134K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 8th 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.

  • #497 in Real Estate (4,605 peers)

What the 2024 filing shows

Retain Your Equity Retirement Plan holds $134K for 2 participants - about $67,051 per participant, among the smaller plans by assets on file.

#497
in Real Estate (4,605 peers)
+0.5%
assets growth YoY

Retain Your Equity Retirement Plan among the smaller filed plans by assets

Retain Your Equity Retirement Plan vs every filed plan by assets

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

$134,102 8th percentile higher than 8% 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

Retain Your Equity Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retain Your Equity Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retain Your Equity Retirement Plan reported net income fell from $3K in the plan year 2023 filing to $695 in the plan year 2024 filing.
  • Retain Your Equity Retirement Plan end-of-year assets fell from $136K in the plan year 2023 filing to $134K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 464147955 · Retain Your Equity, Inc. PY 2024 · 401(k)

Retain Your Equity Retirement Plan · $134K · 2 · 8th

  • EIN $134K
  • EIN 2
  • EIN 8th
  • EIN 401(k)
  • EIN near Air Chiller Mechanical Retirement Plan
  • EIN ind #497

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 Real Estate retirement plans → · Plans in Colorado →

Retain Your Equity Retirement Plan in the asset neighbourhood

Retain Your Equity Retirement PlanRetain Your Equity Retiremen…$134KAir Chiller Mechanical Retirement PlanAir Chiller Mechanical Retir…$134KValentino Holdings Incorporated 401(k) PlanValentino Holdings Incorpora…$134KPremier Health Services, Inc. 401 (K) PlanPremier Health Services, Inc…$134KDonroc Ventures 401(k)$134K
End-of-year total assets ($M) among Retain Your Equity Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$133K
Net Assets (End of Year)$134K
Net Income$695
Employer EIN464147955
Plan Effective Date2013-11-20
Filing StatusFILING RECEIVED

Sponsor Plan History (Retain Your Equity, Inc.)

Sponsor-wide plan assets over time

All Retain Your Equity, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$134K 0.5209621684019579% vs 2022
2024 filing year
$0.13M$0.13M$0.14M$0.14M$0.14M 202220232024 $0.13M $0.13M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 2 $133K
2023 1 2 $136K
2024 1 2 $134K

Nearby 401(k) Plans in Colorado

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

Retain Your Equity Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Retain Your Equity Retirement Plan, Total assets ($B): 0.000134102 · Participants: 2Retain Your Equity Retirement PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Retain Your Equity Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Retain Your Equity Retirement Plan side-by-side with 3 peers →

Retain Your Equity Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Air Chiller Mechanical Retirement Plan in PR ($134K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($134K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Retain Your Equity Retirement Plan assets move in 2024? ▼
Retain Your Equity Retirement Plan held essentially flat - up 0.5% during 2024, from $133K to $134K. Reported net income was $695.
How have Retain Your Equity, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Retain Your Equity, Inc.'s sponsor-wide assets grew 0.5%, from $133K to $134K.
Where does Retain Your Equity Retirement Plan rank by assets among Form 5500 filers? ▼
Retain Your Equity Retirement Plan ranks in the 8th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Retain Your Equity Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Air Chiller Mechanical Retirement Plan in PR ($134K, 32 participants).
Which 401(k) plans cover a similar participant headcount to Retain Your Equity Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 464147955.

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.