Rate Holdings 401(k) plan

Rate Holdings Corp., Chicago, IL. EIN 30-1301067. Annual reports 2023–2024.

Rate Holdings Corp. has one active retirement plan on file, the Rate Holdings Corp. Multiple Employer 401(k) Plan, with 8,795 participants and $526 million in assets in 2024. T. Rowe Price has been its recordkeeper since 2023. No traditional pension plan appears in Rate Holdings's filings since 2023.

Active plans: 1
Participants: 8,795
Plan assets: $526 million
401(k) recordkeeper: T. Rowe Price
Plans on file: 1
Industry: Finance and insurance

The plan

Rate Holdings Corp. Multiple Employer 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 30-1301067
Participants (2024): 8,795
Net assets (2024): $526 million
Recordkeeper: T. Rowe Price2023–2024
Plan administrator: Rate Holdings Corp.
3940 N Ravenswood Ave
Chicago, IL 60613
(773) 516-6312As filed for 2024
In effect since: January 1, 2023

Plans merged into this one: Citywide Home Loans 401(k) Plan (2022).

Year by year, 2023 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	8,795	$526 million	T. Rowe Price
2023	10,071	$495 million	T. Rowe Price

If you had money in one of these plans

Call T. Rowe Price (troweprice.com), which runs the Rate Holdings Corp. Multiple Employer 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((773) 516-6312). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Rate Holdings Corp. Multiple Employer 401(k) Plan

If you had money in one of these plans

What these numbers are

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