401(k) · DOL Form 5500 · 2022

Room to Read 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
72
Participants Small participant base
68th
Percentile by assets National rank
$159,181
Avg per participant Above avg balance/head
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Official DOL plan name: Room to Read 401(k) Profit Sharing Plan and Trust · Sponsored by Room to Read · California · Other Services

$11M in assets, 72 participants

Room to Read's Room to Read 401(k) Profit Sharing Plan and Trust reported $11M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #6,830 in Other Services (8,398 peers)

Room to Read multi-year trail

Room to Read's plans moved +39.0% in assets from 2022 to 2024; this filing shows Room to Read 401(k) Profit Sharing Plan and Trust at $11M / 72 participants.

#6,830
in Other Services (8,398 peers)
-9.7%
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.

Room to Read 401(k) Profit Sharing Plan and Trust's outsized position by total assets

Room to Read 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$11,461,066 Top 32% higher than 68% 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

Room to Read 401(k) Profit Sharing Plan and 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. Room to Read 401(k) Profit Sharing Plan and Trust is a small filing (72 participants) on this national headcount ladder.

DOL schedule card

Filing strip 912003533 · Room to Read PY 2022 · 401(k)

Room to Read 401(k) Profit Sharing Plan and Trust · $11M · 72 · 68th

  • EIN $11M
  • EIN 72
  • EIN 68th
  • EIN 401(k)
  • EIN near Franklin Heating Station Hourly Employees 401(k) Plan
  • EIN ind #6830

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 Other Services retirement plans → · Plans in California →

Room to Read 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Room to Read 401(k) Profit Sharing Plan and TrustRoom to Read 401(k) Profit S…$11MFranklin Heating Station Hourly Employees 401(k) PlanFranklin Heating Station Hou…$11MSolutions 401(k) Plan$11MAmerican Contractors 401(k) PlanAmerican Contractors 401(k) …$11MScynexis 401(k) Retirement Savings PlanScynexis 401(k) Retirement S…$11M
End-of-year total assets ($M) among Room to Read 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Room to Read multi-year asset trail

Sponsor-wide plan assets over time

All Room to Read plans reported in each filing year

Latest sponsor-wide plan assets
$16M 38.97981217453943% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $15.9M ▲ +39.0%
Year Plans Participants Total Assets
2022 1 72 $11M
2023 1 91 $14M
2024 1 82 $16M

Room to Read filing trail (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$11M
Net Income-$1M
Employer EIN912003533
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Room to Read 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Room to Read 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.011461066 · Participants: 72Room to Read 401(k) Profit Sharing Plan and TrustWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Room to Read 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in California, assets vs. participants

Room to Read 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Franklin Heating Station Hourly Employees 401(k) Plan in MN ($11M); by covered participants it is Vaughn Electric Company,Inc. 401(k) Plan in TN (72 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Room to Read 401(k) Profit Sharing Plan and Trust assets move in 2022?
Room to Read 401(k) Profit Sharing Plan and Trust pulled back noticeably - down 9.7% during 2022, from $13M to $11M. Reported net income was -$1M.
How have Room to Read plan assets changed over time?
Across 3 plan years on file (2022-2024), Room to Read's sponsor-wide assets grew 39.0%, from $11M to $16M.
Which 401(k) plans are similar in size to Room to Read 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Franklin Heating Station Hourly Employees 401(k) Plan in MN ($11M, 37 participants).
Which 401(k) plans cover a similar participant headcount to Room to Read 401(k) Profit Sharing Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Vaughn Electric Company,Inc. 401(k) Plan in TN (72 participants, $4M in assets).