Profit Sharing · DOL Form 5500 · 2022

Rolls Anderson & Rolls Profit Sharing Plan

Data updated 2026-08-11

$9M
Total assets
13
Participants
62nd
Percentile by assets
$673,247
Avg per participant
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Official DOL plan name: Rolls Anderson & Rolls Profit Sharing Plan · Sponsored by Rolls Anderson & Rolls · California · Professional & Technical Services

$9M in assets, 13 participants

Rolls Anderson & Rolls's Rolls Anderson & Rolls Profit Sharing Plan reported $9M in total assets and 13 participants in its 2022 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.

  • 62nd percentile by assets (of 139,126 plans)
  • #13,065 in Professional & Technical Services (21,562 peers)

Rolls Anderson & Rolls multi-year trail

Rolls Anderson & Rolls's plans moved +28.7% in assets from 2022 to 2024; this filing shows Rolls Anderson & Rolls Profit Sharing Plan at $9M / 13 participants.

$9M
total plan assets (2022 EOY)
13
covered participants
62nd
percentile by assets (of 139,126 plans)
$673,247
avg assets per participant

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rolls Anderson & Rolls across 3 plan years on file

Across the 3 plan years Rolls Anderson & Rolls has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $11M, a gain of 28.7%, while reported participants moved from 13 to 13 (+0.0%). Peak year by sponsor assets: 2024 ($11M); trough: 2022 ($9M).

Rolls Anderson & Rolls multi-year asset trail

$8M$9M$10M$11M$12M 202220232024 $8.75M $11.3M ▲ +28.7%
Total plan assets by year, all Rolls Anderson & Rolls plans on file
Year Plans Participants Total Assets
2022 1 13 $9M
2023 1 13 $10M
2024 1 13 $11M

Rolls Anderson & Rolls filing trail (2022)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN942197121
Plan Effective Date1975-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Rolls Anderson & Rolls Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Rolls Anderson & Rolls Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Rolls Anderson & Rol…Intel Retirement Con…Scpmg Keogh PlanMotion Picture Indus…Memorialcare Retirem…Cedars-Sinai Health …
Rolls Anderson & Rolls Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Rolls Anderson & Rolls Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Rolls Anderson & Rolls Profit Sharing Plan assets move in 2022?
Rolls Anderson & Rolls Profit Sharing Plan pulled back noticeably - down 10.8% during 2022, from $10M to $9M. Reported net income was -$1M.
How have Rolls Anderson & Rolls plan assets changed over time?
Across 3 plan years on file (2022-2024), Rolls Anderson & Rolls's sponsor-wide assets grew 28.7%, from $9M to $11M.
Which Profit Sharing plans are similar in size to Rolls Anderson & Rolls Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Neighborhood Defender Service, Inc. Tax Sheltered Annuity Plan in NY ($9M, 215 participants).

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Multi-year trail

Ways to act on Rolls Anderson & Rolls Profit Sharing Plan's numbers.