401(k) · DOL Form 5500 · 2023

Reliaquest, LLC 401(k) Plan

Data updated 2026-08-25

$38M
Total assets Below avg plan size
777
Participants Near avg headcount
82nd
Percentile by assets National rank
$49,237
Avg per participant Low balance/head
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Official DOL plan name: Reliaquest, LLC 401(k) Plan · Sponsored by Reliaquest, LLC · Florida · Professional & Technical Services

$38M in assets, 777 participants

Reliaquest, LLC's Reliaquest, LLC 401(k) Plan reported $38M in total assets and 777 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,910 in Professional & Technical Services (20,321 peers)

Where Reliaquest, LLC 401(k) Plan sits by assets

Reliaquest, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $38M for 777 participants (~$49,237/participant), up 72.0% in 2023.

#16,910
in Professional & Technical Services (20,321 peers)
+72.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Reliaquest, LLC 401(k) Plan's outsized position by total assets

Reliaquest, LLC 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$38,257,078 Top 18% higher than 82% of 127,068 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 2023

Reliaquest, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Reliaquest, LLC 401(k) Plan sits mid-pack in the medium band (777 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Reliaquest, LLC 401(k) Plan reported net income rose from $6M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Reliaquest, LLC 401(k) Plan end-of-year assets rose from $22M in the plan year 2022 filing to $38M in the plan year 2023 filing.
  • Reliaquest, LLC 401(k) Plan reported participants rose from 646 in the plan year 2022 filing to 777 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 261468062 · Reliaquest, LLC PY 2023 · 401(k)

Reliaquest, LLC 401(k) Plan · $38M · 777 · 82nd

  • PHOTO $38M
  • PHOTO 777
  • PHOTO 82nd
  • PHOTO 401(k)
  • PHOTO near Chartway Federal Credit Union 401(k) Retirement Savings Plan
  • PHOTO ind #16910

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 →

Reliaquest, LLC 401(k) Plan in the asset neighbourhood

Reliaquest, LLC 401(k) Plan$38MChartway Federal Credit Union 401(k) Retirement Savings PlanChartway Federal Credit Unio…$38MSafe-Guard Products International, LLC 401(k) PlanSafe-Guard Products Internat…$38MSterling Products, Inc. 401(k) Savings and Retirement PlanSterling Products, Inc. 401(…$38MCoastal Community Bank 401(k) PlanCoastal Community Bank 401(k…$38M
End-of-year total assets ($M) among Reliaquest, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$38M
Net Income$16M
Employer EIN261468062
Plan Effective Date2008-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Reliaquest, LLC)

Sponsor-wide plan assets over time

All Reliaquest, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$52M 134.91093380204933% vs 2022
2024 filing year
$10M$20M$30M$40M$50M$60M 202220232024 $22.2M $52.3M ▲ +134.9%
Year Plans Participants Total Assets
2022 1 646 $22M
2023 1 777 $38M
2024 1 761 $52M

Nearby 401(k) Plans in Florida

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

Reliaquest, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Reliaquest, LLC 401(k) Plan, Total assets ($B): 0.038257078 · Participants: 777Reliaquest, LLC 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Reliaquest, LLC 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Reliaquest, LLC 401(k) Plan side-by-side with 3 peers →

Reliaquest, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Chartway Federal Credit Union 401(k) Retirement Savings Plan in VA ($38M); by covered participants it is U.S. Occmed Holdings, LLC 401(k) Plan in TX (777 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (777 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Reliaquest, LLC 401(k) Plan assets move in 2023? ▼
Reliaquest, LLC 401(k) Plan surged - up 72.0% during 2023, from $22M to $38M. Reported net income was $16M.
How have Reliaquest, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Reliaquest, LLC's sponsor-wide assets grew 134.9%, from $22M to $52M.
Where does Reliaquest, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Reliaquest, LLC 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Reliaquest, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chartway Federal Credit Union 401(k) Retirement Savings Plan in VA ($38M, 540 participants).
Which 401(k) plans cover a similar participant headcount to Reliaquest, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is U.S. Occmed Holdings, LLC 401(k) Plan in TX (777 participants, $31M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 261468062.

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.