401(k) · DOL Form 5500 · 2024

Revalize Software, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
222
Participants Below avg headcount
75th
Percentile by assets National rank
$116,447
Avg per participant Below avg balance/head
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Official DOL plan name: Revalize, Inc. 401(k) Plan · Sponsored by Revalize Software, Inc. · Florida · Professional & Technical Services

$26M in assets, 222 participants

Revalize Software, Inc.'s Revalize, Inc. 401(k) Plan reported $26M in total assets and 222 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,090 in Professional & Technical Services (20,173 peers)

Coverage in Florida

Revalize, Inc. 401(k) Plan covers 222 participants in Florida, about 35% of the average Florida filer (state average ~628 per filing). Assets: $26M.

#15,090
in Professional & Technical Services (20,173 peers)
+12.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Revalize, Inc. 401(k) Plan's outsized position by total assets

Revalize, Inc. 401(k) Plan vs every filed plan by assets

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

$25,851,311 Top 25% higher than 75% 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

Revalize, Inc. 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. Revalize, Inc. 401(k) Plan sits mid-pack in the medium band (222 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Revalize, Inc. 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
  • Revalize, Inc. 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Revalize, Inc. 401(k) Plan reported participants fell from 226 in the plan year 2023 filing to 222 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 862876825 · Revalize Software, Inc. PY 2024 · 401(k)

Revalize, Inc. 401(k) Plan · $26M · 222 · 75th

  • BOY $26M
  • SCH 222
  • EBSA 75th
  • PART 401(k)
  • TYPE near The Informatics Applications Group 401(k) Profit Sharing Plan
  • NET ind #15090

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 Professional & Technical Services retirement plans → · Plans in Florida →

Revalize, Inc. 401(k) Plan in the asset neighbourhood

Revalize, Inc. 401(k) Plan$26MThe Informatics Applications Group 401(k) Profit Sharing PlanThe Informatics Applications…$26MUnicon, Inc. 401(k) Plan$26MMerjent Inc. 401(k) Profit Sharing Plan and TrustMerjent Inc. 401(k) Profit S…$26MLuxium Solutions, LLC 401(k) PlanLuxium Solutions, LLC 401(k)…$26M
End-of-year total assets ($M) among Revalize, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN862876825
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Revalize Software, Inc.)

Sponsor-wide plan assets over time

All Revalize Software, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 26.078543583312864% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.5M $25.9M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 260 $21M
2023 1 226 $23M
2024 1 222 $26M

Nearby 401(k) Plans in Florida

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

Revalize, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Revalize, Inc. 401(k) Plan, Total assets ($B): 0.025851311 · Participants: 222Revalize, Inc. 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Revalize, Inc. 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Revalize, Inc. 401(k) Plan side-by-side with 3 peers →

Revalize, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Informatics Applications Group 401(k) Profit Sharing Plan in VA ($26M); by covered participants it is Brown & Crouppen, P. C. 401(k) Retirement Plan in MO (222 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (222 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 Revalize, Inc. 401(k) Plan assets move in 2024? ▼
Revalize, Inc. 401(k) Plan grew at a solid clip - up 12.0% during 2024, from $23M to $26M. Reported net income was $3M.
How have Revalize Software, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Revalize Software, Inc.'s sponsor-wide assets grew 26.1%, from $21M to $26M.
Where does Revalize, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Revalize, Inc. 401(k) Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Revalize, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Informatics Applications Group 401(k) Profit Sharing Plan in VA ($26M, 263 participants).
Which 401(k) plans cover a similar participant headcount to Revalize, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brown & Crouppen, P. C. 401(k) Retirement Plan in MO (222 participants, $17M 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 862876825.

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.