401(k) · DOL Form 5500 · 2024
Motley Rice LLC 401(k) Plan
Data updated 2026-08-11
- $119M
- Total assets
- 294
- Participants
- 92nd
- Percentile by assets
- $404,138
- Avg per participant
Official DOL plan name: Motley Rice LLC Employee Retirement Savings Plan · Sponsored by Motley Rice LLC · South Carolina · Professional & Technical Services
$119M in assets, 294 participants
Motley Rice LLC's Motley Rice LLC Employee Retirement Savings Plan reported $119M in total assets and 294 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 123,622 plans)
- #18,710 in Professional & Technical Services (20,173 peers)
Where Motley Rice LLC Employee Retirement Savings Plan sits by assets
Motley Rice LLC Employee Retirement Savings Plan sits in the top 10% of all filed plans by assets, $119M for 294 participants (~$404,138/participant), up 13.1% in 2024.
- $119M
- total plan assets (2024 EOY)
- 294
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $404,138
- avg assets per participant
Where Motley Rice LLC Employee Retirement Savings Plan sits by total assets
Motley Rice LLC Employee Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$118,816,483 Top 8% higher than 92% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Motley Rice LLC Employee Retirement Savings Plan reported net income fell from $18M in the plan year 2023 filing to $14M in the plan year 2024 filing.
- Motley Rice LLC Employee Retirement Savings Plan end-of-year assets rose from $105M in the plan year 2023 filing to $119M in the plan year 2024 filing.
- Motley Rice LLC Employee Retirement Savings Plan reported participants rose from 290 in the plan year 2023 filing to 294 in the plan year 2024 filing.
Motley Rice LLC Employee Retirement Savings Plan vs the 2024 asset distribution
By assets, Motley Rice LLC Employee Retirement Savings Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.2x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $105M |
|---|---|
| Net Assets (End of Year) | $119M |
| Net Income | $14M |
| Employer EIN | 753051732 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Motley Rice LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 305 | $87M |
| 2023 | 1 | 290 | $105M |
| 2024 | 1 | 294 | $119M |
Nearby 401(k) Plans in South Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Motley Rice LLC Employee Retirement Savings Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
- Michelin 401(k) Savings Plan $4.5B · 15,095
- The Savannah River Nuclear Solutions, LLC Defined Contribution Plan $2.8B · 9,296
- Sonoco Retirement & Savings Plan $1.7B · 11,813
- Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan $1.5B · 11,878
- The Milliken Retirement Plan $1.4B · 5,733
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Motley Rice LLC Employee Retirement Savings Plan by total assets, not by location.
- Viking Yacht Company Retirement Savings Plan (NJ) $119M · 1,845
- Sg Administration, LLC 401(k) Savings and Investment Plan (TX) $119M · 617
- Imprivata, Inc. 401(k) Plan (MA) $119M · 798
- Salem Clinic, P.C. 401(k) Cash or Deferred Savings Plan (OR) $119M · 407
Frequently Asked Questions
How did Motley Rice LLC Employee Retirement Savings Plan assets move in 2024? ▼
How have Motley Rice LLC plan assets changed over time? ▼
Where does Motley Rice LLC Employee Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Motley Rice LLC Employee Retirement Savings Plan? ▼
Next read for Motley Rice LLC Employee Retirement Savi…
Scale reading
Ways to act on Motley Rice LLC Employee Retirement Savings Plan's numbers.
- By total assets, Motley Rice LLC Employee Retirement Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in South Carolina. Compare plans
- Motley Rice LLC's sponsor-wide assets have grown 37.2% since 2022 across 3 plan years on file. More Professional & Technical Services plans