401(k) · DOL Form 5500 · 2022

Rockbridge Growth Equity Management, L.P. 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
$202,997
Avg per participant Above avg balance/head
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Official DOL plan name: Rockbridge Growth Equity Management, L.P.401(k) Plan · Sponsored by Rockbridge Growth Equity Management, L.P. · Michigan · Finance & Insurance

$3M in assets, 15 participants

Rockbridge Growth Equity Management, L.P.'s Rockbridge Growth Equity Management, L.P.401(k) Plan 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.

  • #2,567 in Finance & Insurance (9,261 peers)

Rockbridge Growth Equity Management, L.P. multi-year trail

Rockbridge Growth Equity Management, L.P.'s plans moved +73.8% in assets from 2022 to 2024; this filing shows Rockbridge Growth Equity Management, L.P.401(k) Plan at $3M / 15 participants.

#2,567
in Finance & Insurance (9,261 peers)
+0.1%
assets growth YoY

Rockbridge Growth Equity Management, L.P.401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Rockbridge Growth Equity Management, L.P.401(k) Plan vs every filed plan by assets

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

$3,044,953 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

Rockbridge Growth Equity Management, L.P.401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rockbridge Growth Equity Management, L.P.401(k) Plan is a small filing (15 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 832408912 · Rockbridge Growth Equity Management, L.P. PY 2022 · 401(k)

Rockbridge Growth Equity Management, L.P.401(k) Plan · $3M · 15 · 41st

  • PHOTO $3M
  • PHOTO 15
  • PHOTO 41st
  • PHOTO 401(k)
  • PHOTO near Buckley King 401(k) Plan
  • PHOTO ind #2567

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 Finance & Insurance retirement plans → · Plans in Michigan →

Rockbridge Growth Equity Management, L.P.401(k) Plan in the asset neighbourhood

Buckley King 401(k) Plan$3MWestgate Auto Group, LLC 401(k) PlanWestgate Auto Group, LLC 401…$3MTemp Con Inc 401(k) Savings PlanTemp Con Inc 401(k) Savings …$3MRockbridge Growth Equity Management, L.P.401(k) PlanRockbridge Growth Equity Man…$3MCountry Club of York Employees' Retirement Savings PlanCountry Club of York Employe…$3M
End-of-year total assets ($M) among Rockbridge Growth Equity Management, L.P.401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rockbridge Growth Equity Management, L.P. multi-year asset trail

Sponsor-wide plan assets over time

All Rockbridge Growth Equity Management, L.P. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 73.79782216671325% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.04M $5.29M ▲ +74.0%
Year Plans Participants Total Assets
2022 1 15 $3M
2023 1 17 $4M
2024 1 20 $5M

Rockbridge Growth Equity Management, L.P. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$4K
Employer EIN832408912
Plan Effective Date2019-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Rockbridge Growth Equity Management, L.P.401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Rockbridge Growth Equity Management, L.P.401(k) Plan, Total assets ($B): 0.003044953 · Participants: 15Rockbridge Growth Equity Management, L.P.401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 18.071817726 · Participants: 43382General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 13.833597622 · Participants: 32974Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 9.307640951 · Participants: 16930The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 7.545889119 · Participants: 40458The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 6.44558193 · Participants: 57811Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Rockbridge Growth Equity Management, L.P.401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Rockbridge Growth Equity Management, L.P.401(k) Plan side-by-side with 3 peers →

Rockbridge Growth Equity Management, L.P.401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Buckley King 401(k) Plan in OH ($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 Rockbridge Growth Equity Management, L.P.401(k) Plan assets move in 2022? ▼
Rockbridge Growth Equity Management, L.P.401(k) Plan held essentially flat - up 0.1% during 2022, from $3M to $3M. Reported net income was $4K.
How have Rockbridge Growth Equity Management, L.P. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rockbridge Growth Equity Management, L.P.'s sponsor-wide assets grew 73.8%, from $3M to $5M.
Which 401(k) plans are similar in size to Rockbridge Growth Equity Management, L.P.401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Buckley King 401(k) Plan in OH ($3M, 54 participants).
Which 401(k) plans cover a similar participant headcount to Rockbridge Growth Equity Management, L.P.401(k) Plan? ▼
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 832408912.

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.