401(k) · DOL Form 5500 · 2022

Roi Revolution, Inc 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
121
Participants Small participant base
59th
Percentile by assets National rank
$63,383
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Roi Revolution, Inc 401(k) Plan · Sponsored by Roi Revolution, Inc · North Carolina · Professional & Technical Services

$8M in assets, 121 participants

Roi Revolution, Inc's Roi Revolution, Inc 401(k) Plan reported $8M in total assets and 121 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #12,412 in Professional & Technical Services (21,562 peers)

Coverage in North Carolina

Roi Revolution, Inc 401(k) Plan covers 121 participants in North Carolina, about 15% of the average North Carolina filer (state average ~819 per filing). Assets: $8M.

#12,412
in Professional & Technical Services (21,562 peers)
-13.3%
assets change YoY

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.

Roi Revolution, Inc 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Roi Revolution, Inc 401(k) Plan vs every filed plan by assets

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

$7,669,392 Top 41% higher than 59% 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

Roi Revolution, Inc 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roi Revolution, Inc 401(k) Plan sits mid-pack in the medium band (121 participants).

EBSA filing schedule strip

Filing strip 261645011 · Roi Revolution, Inc PY 2022 · 401(k)

Roi Revolution, Inc 401(k) Plan · $8M · 121 · 59th

  • NET $8M
  • NET 121
  • NET 59th
  • NET 401(k)
  • NET near Srs Real Estate Partners 401(k) Plan
  • NET ind #12412

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 North Carolina →

Roi Revolution, Inc 401(k) Plan in the asset neighbourhood

Roi Revolution, Inc 401(k) PlanRoi Revolution, Inc 401(k) P…$8MSrs Real Estate Partners 401(k) PlanSrs Real Estate Partners 401…$8MEvansville Surgery Center 401(k) Retirement PlanEvansville Surgery Center 40…$8MAlpha Savings Plan$8MCommunity First Bank of Indiana 401(k)/ Profit Sharing PlanCommunity First Bank of Indi…$8M
End-of-year total assets ($M) among Roi Revolution, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN261645011
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roi Revolution, Inc)

Sponsor-wide plan assets over time

All Roi Revolution, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 44.40698819410978% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.67M $11.1M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 121 $8M
2023 1 116 $10M
2024 1 109 $11M

Nearby 401(k) Plans in North Carolina

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

Roi Revolution, Inc 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Roi Revolution, Inc 401(k) Plan, Total assets ($B): 0.007669392 · Participants: 121Roi Revolution, Inc 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Roi Revolution, Inc 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Roi Revolution, Inc 401(k) Plan side-by-side with 3 peers →

Roi Revolution, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Srs Real Estate Partners 401(k) Plan in TX ($8M); by covered participants it is Associates in Pediatric Therapy LLC 401(k) Plan in KY (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 Roi Revolution, Inc 401(k) Plan assets move in 2022? ▼
Roi Revolution, Inc 401(k) Plan pulled back noticeably - down 13.3% during 2022, from $9M to $8M. Reported net income was -$1M.
How have Roi Revolution, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roi Revolution, Inc's sponsor-wide assets grew 44.4%, from $8M to $11M.
Which 401(k) plans are similar in size to Roi Revolution, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Srs Real Estate Partners 401(k) Plan in TX ($8M, 107 participants).
Which 401(k) plans cover a similar participant headcount to Roi Revolution, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Associates in Pediatric Therapy LLC 401(k) Plan in KY (121 participants, N/A 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 261645011.

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.