401(k) · DOL Form 5500 · 2024

U.S. Money Reserve, Inc. Dba U.S. Rare Coin & Bullion Reserve 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
369
Participants Below avg headcount
66th
Percentile by assets National rank
$44,173
Avg per participant Low balance/head
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Official DOL plan name: U.S. Money Reserve 401(k) Plan · Sponsored by U.S. Money Reserve, Inc. Dba U.S. Rare Coin & Bullion Reserve · Texas · Retail Trade

$16M in assets, 369 participants

U.S. Money Reserve, Inc. Dba U.S. Rare Coin & Bullion Reserve's U.S. Money Reserve 401(k) Plan reported $16M in total assets and 369 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,195 in Retail Trade (8,048 peers)

U.S. Money Reserve, Inc. Dba U.S. Rare Coin & Bullion Reserve multi-year trail

U.S. Money Reserve, Inc. Dba U.S. Rare Coin & Bullion Reserve's plans moved +169.5% in assets from 2022 to 2024; this filing shows U.S. Money Reserve 401(k) Plan at $16M / 369 participants.

#6,195
in Retail Trade (8,048 peers)
+62.1%
assets growth YoY

U.S. Money Reserve 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

U.S. Money Reserve 401(k) Plan vs every filed plan by assets

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

$16,299,773 Top 34% higher than 66% 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

U.S. Money Reserve 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. U.S. Money Reserve 401(k) Plan sits mid-pack in the medium band (369 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • U.S. Money Reserve 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • U.S. Money Reserve 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • U.S. Money Reserve 401(k) Plan reported participants rose from 257 in the plan year 2023 filing to 369 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 743013696 · U.S. Money Reserve, Inc. Dba U.S. Rare Coin & Bullion Reserve PY 2024 · 401(k)

U.S. Money Reserve 401(k) Plan · $16M · 369 · 66th

  • NET $16M
  • NET 369
  • NET 66th
  • NET 401(k)
  • NET near Industrial Bank 401(k) Profit Sharing Plan
  • NET ind #6195

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 Retail Trade retirement plans → · Plans in Texas →

U.S. Money Reserve 401(k) Plan in the asset neighbourhood

U.S. Money Reserve 401(k) PlanU.S. Money Reserve 401(k) Pl…$16MIndustrial Bank 401(k) Profit Sharing PlanIndustrial Bank 401(k) Profi…$16MNew Line Structures 401(k) Retirement PlanNew Line Structures 401(k) R…$16MHeller's Gas, Inc. 401(k) PlanHeller's Gas, Inc. 401(k) Pl…$16MMonroe Engineering, LLC 401(k) PlanMonroe Engineering, LLC 401(…$16M
End-of-year total assets ($M) among U.S. Money Reserve 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

U.S. Money Reserve, Inc. Dba U.S. Rare Coin & Bullion Reserve multi-year asset trail

Sponsor-wide plan assets over time

All U.S. Money Reserve, Inc. Dba U.S. Rare Coin & Bullion Reserve plans reported in each filing year

Latest sponsor-wide plan assets
$16M 169.52973516598468% vs 2022
2024 filing year
$5M$10M$15M$20M 202220232024 $6.05M $16.3M ▲ +169.4%
Year Plans Participants Total Assets
2022 1 225 $6M
2023 1 257 $10M
2024 1 369 $16M

U.S. Money Reserve, Inc. Dba U.S. Rare Coin & Bullion Reserve filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$16M
Net Income$6M
Employer EIN743013696
Plan Effective Date2005-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

U.S. Money Reserve 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants U.S. Money Reserve 401(k) Plan, Total assets ($B): 0.016299773 · Participants: 369U.S. Money Reserve 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
U.S. Money Reserve 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare U.S. Money Reserve 401(k) Plan side-by-side with 3 peers →

U.S. Money Reserve 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Industrial Bank 401(k) Profit Sharing Plan in MD ($16M); by covered participants it is U-Tec Construction, Inc. Retirement Plan in GA (369 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (369 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 U.S. Money Reserve 401(k) Plan assets move in 2024? ▼
U.S. Money Reserve 401(k) Plan surged - up 62.1% during 2024, from $10M to $16M. Reported net income was $6M.
How have U.S. Money Reserve, Inc. Dba U.S. Rare Coin & Bullion Reserve plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), U.S. Money Reserve, Inc. Dba U.S. Rare Coin & Bullion Reserve's sponsor-wide assets grew 169.5%, from $6M to $16M.
Which 401(k) plans are similar in size to U.S. Money Reserve 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Industrial Bank 401(k) Profit Sharing Plan in MD ($16M, 140 participants).
Which 401(k) plans cover a similar participant headcount to U.S. Money Reserve 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is U-Tec Construction, Inc. Retirement Plan in GA (369 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 743013696.

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.