401(k) · DOL Form 5500 · 2022

Roetzel & Andress, L.P.a. 401(k) Plan

Data updated 2026-08-25

$92M
Total assets Below avg plan size
288
Participants Below avg headcount
92nd
Percentile by assets National rank
$318,138
Avg per participant High balance/head
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Official DOL plan name: The Roetzel & Andress 401(k) Plan · Sponsored by Roetzel & Andress, L.P.a. · Ohio · Professional & Technical Services

$92M in assets, 288 participants

Roetzel & Andress, L.P.a.'s The Roetzel & Andress 401(k) Plan reported $92M in total assets and 288 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #20,134 in Professional & Technical Services (21,562 peers)

Coverage in Ohio

The Roetzel & Andress 401(k) Plan covers 288 participants in Ohio, about 38% of the average Ohio filer (state average ~765 per filing). Assets: $92M.

#20,134
in Professional & Technical Services (21,562 peers)
-20.4%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $23M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Roetzel & Andress 401(k) Plan's outsized position by total assets

The Roetzel & Andress 401(k) Plan vs every filed plan by assets

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

$91,623,827 Top 8% higher than 92% 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

The Roetzel & Andress 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. The Roetzel & Andress 401(k) Plan sits mid-pack in the medium band (288 participants).

EBSA filing schedule strip

Filing strip 341245415 · Roetzel & Andress, L.P.a. PY 2022 · 401(k)

The Roetzel & Andress 401(k) Plan · $92M · 288 · 92nd

  • 5500 $92M
  • 5500 288
  • 5500 92nd
  • 5500 401(k)
  • 5500 near Inficon Inc. 401(k) Plan
  • 5500 ind #20134

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 Ohio →

The Roetzel & Andress 401(k) Plan in the asset neighbourhood

The Roetzel & Andress 401(k) PlanThe Roetzel & Andress 401(k)…$92MInficon Inc. 401(k) Plan$92MSouth Point Hotel and Casino 401(k) PlanSouth Point Hotel and Casino…$92MCv Services Group 401(k) Retirement PlanCv Services Group 401(k) Ret…$92MSmart Choice Akorn, Inc. 401(k) Retirement PlanSmart Choice Akorn, Inc. 401…$92M
End-of-year total assets ($M) among The Roetzel & Andress 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$92M
Net Income-$23M
Employer EIN341245415
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roetzel & Andress, L.P.a.)

Sponsor-wide plan assets over time

All Roetzel & Andress, L.P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$139M 51.64052577720859% vs 2022
2024 filing year
$80M$100M$120M$140M$160M 202220232024 $91.6M $139M ▲ +51.6%
Year Plans Participants Total Assets
2022 1 288 $92M
2023 1 289 $107M
2024 1 304 $139M

Nearby 401(k) Plans in Ohio

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

The Roetzel & Andress 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants The Roetzel & Andress 401(k) Plan, Total assets ($B): 0.091623827 · Participants: 288The Roetzel & Andress 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
The Roetzel & Andress 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Roetzel & Andress 401(k) Plan side-by-side with 3 peers →

The Roetzel & Andress 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Inficon Inc. 401(k) Plan in NY ($92M); by covered participants it is Echelon Property Group LLC 401(k) Plan in CO (288 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($92M here).

Similar participant headcount

Nearest other-state filings by covered participants (288 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 The Roetzel & Andress 401(k) Plan assets move in 2022? ▼
The Roetzel & Andress 401(k) Plan declined sharply - down 20.4% during 2022, from $115M to $92M. Reported net income was -$23M.
How have Roetzel & Andress, L.P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roetzel & Andress, L.P.a.'s sponsor-wide assets grew 51.6%, from $92M to $139M.
Where does The Roetzel & Andress 401(k) Plan rank by assets among Form 5500 filers? ▼
The Roetzel & Andress 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Roetzel & Andress 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Inficon Inc. 401(k) Plan in NY ($92M, 384 participants).
Which 401(k) plans cover a similar participant headcount to The Roetzel & Andress 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Echelon Property Group LLC 401(k) Plan in CO (288 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 341245415.

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.