401(k) · DOL Form 5500 · 2024
Retirement Unlimited, Inc. 401(k) Plan
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 2,258
- Participants Above avg headcount
- 62nd
- Percentile by assets National rank
- $5,905
- Avg per participant Low balance/head
Official DOL plan name: Retirement Unlimited 401(k) Plan · Sponsored by Retirement Unlimited, Inc. · Virginia · Healthcare & Social Assistance
$13M in assets, 2,258 participants
Retirement Unlimited, Inc.'s Retirement Unlimited 401(k) Plan reported $13M in total assets and 2,258 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.
- #11,347 in Healthcare & Social Assistance (16,916 peers)
Coverage in Virginia
Retirement Unlimited 401(k) Plan covers 2,258 participants in Virginia, 2.9x the typical Virginia plan (state average ~782 per filing). Assets: $13M.
- #11,347
- in Healthcare & Social Assistance (16,916 peers)
- +10.9%
- assets growth YoY
Retirement Unlimited 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Retirement Unlimited 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$13,334,370 Top 38% higher than 62% 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
Retirement Unlimited 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Unlimited 401(k) Plan lands in the large band (2,258 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Retirement Unlimited 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Retirement Unlimited 401(k) Plan reported participants rose from 1,763 in the plan year 2023 filing to 2,258 in the plan year 2024 filing.
- Retirement Unlimited 401(k) Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 541278450 · Retirement Unlimited, Inc. PY 2024 · 401(k)
Retirement Unlimited 401(k) Plan · $13M · 2,258 · 62nd
- PHOTO $13M
- IND 2,258
- EOY 62nd
- 5500 401(k)
- ASSETS near Evans, Carter, Kunes & Bennett, P.a. Retirement Plan
- PCT ind #11347
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 Virginia →
Retirement Unlimited 401(k) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 541278450 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Retirement Unlimited, Inc.)
Sponsor-wide plan assets over time
All Retirement Unlimited, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13M 34.66874619443087% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,763 | $10M |
| 2023 | 1 | 1,763 | $12M |
| 2024 | 1 | 2,258 | $13M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
Retirement Unlimited 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Evans, Carter, Kunes & Bennett, P.a. Retirement Plan in SC ($13M); by covered participants it is Onc 401(k) Plan in AK (2,257 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Evans, Carter, Kunes & Bennett, P.a. Retirement Plan (SC) $13M · 13
- Blackberry Farm 401(k) Savings Plan (TN) $13M · 913
- Ems Savings Plan (OH) $13M · 307
- Local 74 U.S.W.U. 401(k) Savings Plan (NY) $13M · 676
Similar participant headcount
Nearest other-state filings by covered participants (2,258 participants); asset peers above are excluded.
- Onc 401(k) Plan (AK) 2,257 · 1 off
- Consolidated Personnel Services 401(k) Profit Sharing Plan (AZ) 2,257 · 1 off
- Obhg 401(k) Plan (SC) 2,257 · 1 off
- Encore Rehabilitation Services (MI) 2,256 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.