401(k) · DOL Form 5500 · 2024

Richey Family Holdings, LLC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
131
Participants Small participant base
35th
Percentile by assets National rank
$24,668
Avg per participant Low balance/head
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Official DOL plan name: Rfh Holdings 401(k) Plan · Sponsored by Richey Family Holdings, LLC · Texas · Healthcare & Social Assistance

$3M in assets, 131 participants

Richey Family Holdings, LLC's Rfh Holdings 401(k) Plan reported $3M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,015 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Rfh Holdings 401(k) Plan covers 131 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $3M.

#6,015
in Healthcare & Social Assistance (16,916 peers)
-2.0%
assets change YoY

The plan reported a net loss of $65K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rfh Holdings 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Rfh Holdings 401(k) Plan vs every filed plan by assets

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

$3,231,523 35th percentile higher than 35% 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

Rfh Holdings 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. Rfh Holdings 401(k) Plan sits mid-pack in the medium band (131 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rfh Holdings 401(k) Plan reported net income rose from -$754K in the plan year 2023 filing to -$65K in the plan year 2024 filing.
  • Rfh Holdings 401(k) Plan reported participants fell from 140 in the plan year 2023 filing to 131 in the plan year 2024 filing.
  • Rfh Holdings 401(k) Plan end-of-year assets fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 843111227 · Richey Family Holdings, LLC PY 2024 · 401(k)

Rfh Holdings 401(k) Plan · $3M · 131 · 35th

  • NET $3M
  • BOOK 131
  • VS-ST 35th
  • BOY 401(k)
  • SCH near Jones Williams Fuhrman Gourley PA 401(k) Plan
  • EBSA ind #6015

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

Rfh Holdings 401(k) Plan in the asset neighbourhood

Rfh Holdings 401(k) Plan$3MJones Williams Fuhrman Gourley PA 401(k) PlanJones Williams Fuhrman Gourl…$3MBiovest International 401(k) and Profit Sharing PlanBiovest International 401(k)…$3MCarey, Filter, White & Boland 401(k) PlanCarey, Filter, White & Bolan…$3MEnvironmental Land Works 401(k) PlanEnvironmental Land Works 401…$3M
End-of-year total assets ($M) among Rfh Holdings 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$65K
Employer EIN843111227
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Richey Family Holdings, LLC)

Sponsor-wide plan assets over time

All Richey Family Holdings, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 20.58891324434309% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $4.07M $3.23M ▼ -20.6%
Year Plans Participants Total Assets
2022 1 138 $4M
2023 1 140 $3M
2024 1 131 $3M

Nearby 401(k) Plans in Texas

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

Rfh Holdings 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Rfh Holdings 401(k) Plan, Total assets ($B): 0.003231523 · Participants: 131Rfh Holdings 401(k) 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
Rfh Holdings 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Rfh Holdings 401(k) Plan side-by-side with 3 peers →

Rfh Holdings 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Jones Williams Fuhrman Gourley PA 401(k) Plan in ID ($3M); by covered participants it is T/J Inspection, Inc. 401(k) Plan in OK (131 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (131 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 Rfh Holdings 401(k) Plan assets move in 2024? ▼
Rfh Holdings 401(k) Plan edged down modestly - down 2.0% during 2024, from $3M to $3M. Reported net income was -$65K.
How have Richey Family Holdings, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richey Family Holdings, LLC's sponsor-wide assets declined 20.6%, from $4M to $3M.
Which 401(k) plans are similar in size to Rfh Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jones Williams Fuhrman Gourley PA 401(k) Plan in ID ($3M, 14 participants).
Which 401(k) plans cover a similar participant headcount to Rfh Holdings 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T/J Inspection, Inc. 401(k) Plan in OK (131 participants, $5M 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 843111227.

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.