Filings through .
Rea & Associates
Matched across 11 name variants in the filings
Rea & Associates at a glance
Rea & Associates appears on 58 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $2.0B in assets for 32,128 participants. The median client plan holds $14.9M. Most client plans are sponsored in OH, FL and IN. The largest clients by plan assets are Messer North America Inc, Unverferth Manufacturing Company, Inc. and Genesis Healthcare System. Plans reported $657K in direct and indirect compensation paid to Rea & Associates, a median of $7K per plan.
- Participants
- 32,128
- Median plan assets
- $14.9M
- Median plan participants
- 239
- Median fees per plan
- $7K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Messer North America Inc | NJ | $452M | 2,505 |
| Unverferth Manufacturing Company, Inc. | OH | $269M | 1,393 |
| Genesis Healthcare System | OH | $154M | 2,938 |
| Genesis Healthcare System | OH | $106M | 4,478 |
| Orthopaedic & Spine Center of the Rockies, PC | CO | $99.8M | 810 |
| Soprema, Inc. | OH | $60.5M | 916 |
| The Mountain Company | WV | $52.9M | 406 |
| Partssource, Inc. | OH | $49.8M | 820 |
| Genesis Healthcare System | OH | $47.7M | 201 |
| Harding Mazzotti, LLP | NY | $42.5M | 161 |
| Greater Akron Chamber of Commerce | OH | $41.0M | 1,585 |
| Krugliak, Wilkins, Griffiths & Dougherty Co., L.P.A. | OH | $40.3M | 137 |
| Zimmer Surgical, Inc. | IN | $39.1M | 300 |
| Memorial Motors, Inc. | FL | $30.1M | 3,780 |
| Plain Dealer Publishing Co.- Local 1 of the Newspaper Guild | OH | $29.4M | 344 |
| Liberty Auto Group, Ltd. | OH | $28.4M | 445 |
| Electrostim Medical Services, Inc. | FL | $28.2M | 299 |
| Nudo Products, Inc. | IL | $27.2M | 353 |
| Donley Companies, Inc. | OH | $24.2M | 720 |
| Delta Railroad Construction, Inc. | OH | $23.1M | 210 |
| TPC Wire & Cable Corp. | OH | $22.7M | 193 |
| Conant Healthcare, LLC | NC | $22.7M | 403 |
| Msi Express, Inc. | IN | $22.2M | 1,196 |
| Mid-West Forge Corporation | OH | $18.1M | 141 |
| Melway Group, Inc. | OH | $18.1M | 172 |
Top client states
- OH37 plans
- FL9 plans
- IN2 plans
- TN2 plans
- AL1 plan
Frequently asked questions
- Who uses Rea & Associates?
- 58 retirement plans list Rea & Associates as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Messer North America Inc, Unverferth Manufacturing Company, Inc., Genesis Healthcare System and Orthopaedic & Spine Center of the Rockies, PC. Most client plans are sponsored in OH, FL and IN.
- How many plans does Rea & Associates serve?
- Rea & Associates serves 58 retirement plans with $2.0B in plan assets and 32,128 participants, based on the latest Form 5500 filings through 2024.
- What does Rea & Associates charge?
- Plans reported $657K in total Schedule C compensation paid to Rea & Associates. The median plan paid $7K. Fees vary with plan size and the services each plan buys.
Market position · 2024
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