401(k) · DOL Form 5500 · 2022

Roger Sipe Cpa Firm LLC 401(k) Plan

Data updated 2026-08-25

$669K
Total assets Small plan by assets
6
Participants Small participant base
21st
Percentile by assets National rank
$111,554
Avg per participant Below avg balance/head
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Official DOL plan name: Roger Sipe Cpa 401(k) Retirement Savings Plan · Sponsored by Roger Sipe Cpa Firm LLC · Indiana · Professional & Technical Services

$669K in assets, 6 participants

Roger Sipe Cpa Firm LLC's Roger Sipe Cpa 401(k) Retirement Savings Plan reported $669K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,667 in Professional & Technical Services (21,562 peers)

2022 asset change

Roger Sipe Cpa 401(k) Retirement Savings Plan declined sharply 20.4% in 2022 ($841K → $669K) for 6 participants.

#3,667
in Professional & Technical Services (21,562 peers)
-20.4%
assets change YoY

The plan reported a net loss of $172K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roger Sipe Cpa 401(k) Retirement Savings Plan among the smaller filed plans by assets

Roger Sipe Cpa 401(k) Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$669,326 21st percentile higher than 21% of 139,123 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 2022

Roger Sipe Cpa 401(k) Retirement Savings Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roger Sipe Cpa 401(k) Retirement Savings Plan is a micro filing (6 participants), the leftmost band.

Published 5500 schedule card

Filing strip 208232577 · Roger Sipe Cpa Firm LLC PY 2022 · 401(k)

Roger Sipe Cpa 401(k) Retirement Savings Plan · $669K · 6 · 21st

  • BOY $669K
  • BOY 6
  • BOY 21st
  • BOY 401(k)
  • BOY near Morganton Pressure Vessels, LLC 401(k) Plan
  • BOY ind #3667

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 Indiana →

Roger Sipe Cpa 401(k) Retirement Savings Plan in the asset neighbourhood

Roger Sipe Cpa 401(k) Retirement Savings PlanRoger Sipe Cpa 401(k) Retire…$669KMorganton Pressure Vessels, LLC 401(k) PlanMorganton Pressure Vessels, …$670KTq Baking LLC Union 401(k) Profit Sharing Plan and TrustTq Baking LLC Union 401(k) P…$670KE&v Partners, Inc. 401(k) Profit Sharing PlanE&v Partners, Inc. 401(k) Pr…$669KTrihawk Group, Inc. 401(k) Profit Sharing PlanTrihawk Group, Inc. 401(k) P…$669K
End-of-year total assets ($M) among Roger Sipe Cpa 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Roger Sipe Cpa Firm LLC years around the 2022 move

Sponsor-wide plan assets over time

All Roger Sipe Cpa Firm LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.2M$0.4M$0.6M$0.8M 202220232024 $0.67M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 6 $669K
2023 1 N/A $21K
2024 1 N/A N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$841K
Net Assets (End of Year)$669K
Net Income-$172K
Employer EIN208232577
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Indiana

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

Roger Sipe Cpa 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Roger Sipe Cpa 401(k) Retirement Savings Plan, Total assets ($B): 0.000669326 · Participants: 6Roger Sipe Cpa 401(k) Retirement Savings PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Roger Sipe Cpa 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Roger Sipe Cpa 401(k) Retirement Savings Plan side-by-side with 3 peers →

Roger Sipe Cpa 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Morganton Pressure Vessels, LLC 401(k) Plan in NC ($670K); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Roger Sipe Cpa 401(k) Retirement Savings Plan assets move in 2022? ▼
Roger Sipe Cpa 401(k) Retirement Savings Plan declined sharply - down 20.4% during 2022, from $841K to $669K. Reported net income was -$172K.
Where does Roger Sipe Cpa 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Roger Sipe Cpa 401(k) Retirement Savings Plan ranks in the 21st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Roger Sipe Cpa 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Morganton Pressure Vessels, LLC 401(k) Plan in NC ($670K, 87 participants).
Which 401(k) plans cover a similar participant headcount to Roger Sipe Cpa 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants, $302K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 208232577.

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.