401(k) · DOL Form 5500 · 2022

Roush Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
352
Participants Below avg headcount
74th
Percentile by assets National rank
$45,903
Avg per participant Low balance/head
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Official DOL plan name: Roush Holdings, Inc. 401(k) Plan · Sponsored by Roush Holdings, Inc. · Ohio · Retail Trade

$16M in assets, 352 participants

Roush Holdings, Inc.'s Roush Holdings, Inc. 401(k) Plan reported $16M in total assets and 352 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #7,984 in Retail Trade (9,519 peers)

Coverage in Ohio

Roush Holdings, Inc. 401(k) Plan covers 352 participants in Ohio, about 46% of the average Ohio filer (state average ~765 per filing). Assets: $16M.

#7,984
in Retail Trade (9,519 peers)
-17.3%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roush Holdings, Inc. 401(k) Plan's outsized position by total assets

Roush Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$16,157,953 Top 26% higher than 74% 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

Roush Holdings, 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. Roush Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (352 participants).

Plan-year Form 5500 strip

Filing strip 814228008 · Roush Holdings, Inc. PY 2022 · 401(k)

Roush Holdings, Inc. 401(k) Plan · $16M · 352 · 74th

  • TYPE $16M
  • TYPE 352
  • TYPE 74th
  • TYPE 401(k)
  • TYPE near Imperial Distributors, Inc. 401(k) Retirement Savings Plan
  • TYPE ind #7984

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 Retail Trade retirement plans → · Plans in Ohio →

Roush Holdings, Inc. 401(k) Plan in the asset neighbourhood

Roush Holdings, Inc. 401(k) PlanRoush Holdings, Inc. 401(k) …$16MImperial Distributors, Inc. 401(k) Retirement Savings PlanImperial Distributors, Inc. …$16MThe Money Source Retirement TrustThe Money Source Retirement …$16MHarper Corporation 401(k) Retirement Savings PlanHarper Corporation 401(k) Re…$16MKeenan, Hopkins, Schmidt and Stowell Contractors, Inc. Savings PlanKeenan, Hopkins, Schmidt and…$16M
End-of-year total assets ($M) among Roush Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$16M
Net Income-$3M
Employer EIN814228008
Plan Effective Date2005-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roush Holdings, Inc.)

Sponsor-wide plan assets over time

All Roush Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$196M 48.508686883221685% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $132M $196M ▲ +48.5%
Year Plans Participants Total Assets
2022 2 702 $132M
2023 2 717 $165M
2024 2 838 $196M

Nearby 401(k) Plans in Ohio

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

Roush Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Roush Holdings, Inc. 401(k) Plan, Total assets ($B): 0.016157953 · Participants: 352Roush Holdings, Inc. 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
Roush Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Roush Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Roush Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Imperial Distributors, Inc. 401(k) Retirement Savings Plan in MA ($16M); by covered participants it is Stonepoint Materials, LLC 401(k) Plan in TX (352 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (352 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 Roush Holdings, Inc. 401(k) Plan assets move in 2022? ▼
Roush Holdings, Inc. 401(k) Plan declined sharply - down 17.3% during 2022, from $20M to $16M. Reported net income was -$3M.
How have Roush Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roush Holdings, Inc.'s sponsor-wide assets grew 48.5%, from $132M to $196M.
Which 401(k) plans are similar in size to Roush Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Imperial Distributors, Inc. 401(k) Retirement Savings Plan in MA ($16M, 567 participants).
Which 401(k) plans cover a similar participant headcount to Roush Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stonepoint Materials, LLC 401(k) Plan in TX (352 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 814228008.

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.