401(k) · DOL Form 5500 · 2022

Rotaserv, LP 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
15
Participants Small participant base
41st
Percentile by assets National rank
$205,342
Avg per participant Above avg balance/head
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Official DOL plan name: Rotaquip Services, L.P. Profit Sharing Plan & Trust · Sponsored by Rotaserv, LP · Texas · Wholesale Trade

$3M in assets, 15 participants

Rotaserv, LP's Rotaquip Services, L.P. Profit Sharing Plan & Trust reported $3M in total assets and 15 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.

  • #1,942 in Wholesale Trade (6,843 peers)

Rotaserv, LP multi-year trail

Rotaserv, LP's plans moved +38.7% in assets from 2022 to 2024; this filing shows Rotaquip Services, L.P. Profit Sharing Plan & Trust at $3M / 15 participants.

#1,942
in Wholesale Trade (6,843 peers)
-9.1%
assets change YoY

The plan reported a net loss of $310K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rotaquip Services, L.P. Profit Sharing Plan & Trust's mid-pack asset rank among Wholesale Trade and all filers

Rotaquip Services, L.P. Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,080,123 41st percentile higher than 41% 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

Rotaquip Services, L.P. Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rotaquip Services, L.P. Profit Sharing Plan & Trust is a small filing (15 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 752907128 · Rotaserv, LP PY 2022 · 401(k)

Rotaquip Services, L.P. Profit Sharing Plan & Trust · $3M · 15 · 41st

  • PCT $3M
  • EIN 15
  • RANK 41st
  • PHOTO 401(k)
  • IND near Beth Sholom Home of Eastern Virginia 403(b) Plan
  • EOY ind #1942

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 Wholesale Trade retirement plans → · Plans in Texas →

Rotaquip Services, L.P. Profit Sharing Plan & Trust in the asset neighbourhood

Rotaquip Services, L.P. Profit Sharing Plan & TrustRotaquip Services, L.P. Prof…$3MBeth Sholom Home of Eastern Virginia 403(b) PlanBeth Sholom Home of Eastern …$3MRagle Inc 401(k) Plan$3MMpf Federal LLC 401(k) Plan$3MHospitality Group, LLC 401(k) PlanHospitality Group, LLC 401(k…$3M
End-of-year total assets ($M) among Rotaquip Services, L.P. Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rotaserv, LP multi-year asset trail

Sponsor-wide plan assets over time

All Rotaserv, LP plans reported in each filing year

Latest sponsor-wide plan assets
$4M 38.68251365286387% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $3.08M $4.27M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 15 $3M
2023 1 16 $4M
2024 1 18 $4M

Rotaserv, LP filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$310K
Employer EIN752907128
Plan Effective Date1980-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Rotaquip Services, L.P. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Rotaquip Services, L.P. Profit Sharing Plan & Trust, Total assets ($B): 0.003080123 · Participants: 15Rotaquip Services, L.P. Profit Sharing Plan & TrustAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Rotaquip Services, L.P. Profit Sharing Plan & Trust vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Rotaquip Services, L.P. Profit Sharing Plan & Trust side-by-side with 3 peers →

Rotaquip Services, L.P. Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Beth Sholom Home of Eastern Virginia 403(b) Plan in VA ($3M); by covered participants it is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (15 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 Rotaquip Services, L.P. Profit Sharing Plan & Trust assets move in 2022? ▼
Rotaquip Services, L.P. Profit Sharing Plan & Trust pulled back noticeably - down 9.1% during 2022, from $3M to $3M. Reported net income was -$310K.
How have Rotaserv, LP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rotaserv, LP's sponsor-wide assets grew 38.7%, from $3M to $4M.
Which 401(k) plans are similar in size to Rotaquip Services, L.P. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Beth Sholom Home of Eastern Virginia 403(b) Plan in VA ($3M, 263 participants).
Which 401(k) plans cover a similar participant headcount to Rotaquip Services, L.P. Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Trouble Free Plumbing, Inc. 401(k) Plan in IL (15 participants, $526K 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 752907128.

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.