401(k) · DOL Form 5500 · 2022
Room & Board, Inc. 401(k) Plan
Data updated 2026-08-25
- $117M
- Total assets Near avg plan size
- 1,032
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $112,985
- Avg per participant Below avg balance/head
Official DOL plan name: Room & Board 401(k) Plan · Sponsored by Room & Board, Inc. · Minnesota · Retail Trade
$117M in assets, 1,032 participants
Room & Board, Inc.'s Room & Board 401(k) Plan reported $117M in total assets and 1,032 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #9,184 in Retail Trade (9,519 peers)
Where Room & Board 401(k) Plan sits by assets
Room & Board 401(k) Plan sits in the top 10% of all filed plans by assets, $117M for 1,032 participants (~$112,985/participant), down 9.4% in 2022.
- #9,184
- in Retail Trade (9,519 peers)
- -9.4%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Room & Board 401(k) Plan's outsized position by total assets
Room & Board 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$116,600,408 Top 6% higher than 94% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Room & Board 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Room & Board 401(k) Plan lands in the large band (1,032 participants).
DOL schedule card
Filing strip 411384146 · Room & Board, Inc. PY 2022 · 401(k)
Room & Board 401(k) Plan · $117M · 1,032 · 94th
- VS-ST $117M
- VS-ST 1,032
- VS-ST 94th
- VS-ST 401(k)
- VS-ST near Jr Technology Group Retirement Savings Plan
- VS-ST ind #9184
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 Minnesota →
Room & Board 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $129M |
|---|---|
| Net Assets (End of Year) | $117M |
| Net Income | -$12M |
| Employer EIN | 411384146 |
| Plan Effective Date | 1987-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Room & Board, Inc.)
Sponsor-wide plan assets over time
All Room & Board, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $168M 44.02509123295692% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,032 | $117M |
| 2023 | 1 | 1,126 | $140M |
| 2024 | 2 | 2,122 | $168M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $18.6B · 176,886
- Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan) $12.2B · 38,825
- Target Corporation 401(k) Plan $11.2B · 400,422
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $11.1B · 37,159
- U.S. Bank 401(k) Savings Plan $8.3B · 67,646
Room & Board 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Jr Technology Group Retirement Savings Plan in MI ($117M); by covered participants it is Connectwise, LLC. 401(k) Plan in FL (1,032 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($117M here).
- Jr Technology Group Retirement Savings Plan (MI) $117M · 1,751
- Lek Consulting 401(k) Plan (MA) $117M · 535
- Fletcher Jones Automotive Group Employee 401(k) Retirement Plan (NV) $117M · 1,629
- U. S. Electrical Services, Inc. 401(k) Plan (CT) $117M · 1,337
Similar participant headcount
Nearest other-state filings by covered participants (1,032 participants); asset peers above are excluded.
- Connectwise, LLC. 401(k) Plan (FL) 1,032 · 0 off
- Rio Gill 401(k) Plan & Trust (CA) 1,032 · 0 off
- The Scoular Company Retirement Savings Plan (NE) 1,032 · 0 off
- Skidmore, Owings & Merrill LLP 401(k) Savings Plan (IL) 1,032 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.