401(k) · DOL Form 5500 · 2022

Roth Corporation Roth Distributing 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
63
Participants Small participant base
86th
Percentile by assets National rank
$613,848
Avg per participant High balance/head
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Official DOL plan name: Roth Corporation Employee Stock Ownership Plan · Sponsored by Roth Corporation Roth Distributing · Colorado · Wholesale Trade

$39M in assets, 63 participants

Roth Corporation Roth Distributing's Roth Corporation Employee Stock Ownership Plan reported $39M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #5,912 in Wholesale Trade (6,843 peers)

Where Roth Corporation Employee Stock Ownership Plan sits by assets

Roth Corporation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $39M for 63 participants (~$613,848/participant), up 1.9% in 2022.

#5,912
in Wholesale Trade (6,843 peers)
+1.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Roth Corporation Employee Stock Ownership Plan's outsized position by total assets

Roth Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$38,672,434 Top 14% higher than 86% 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

Roth Corporation Employee Stock Ownership 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. Roth Corporation Employee Stock Ownership Plan is a small filing (63 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 364259848 · Roth Corporation Roth Distributing PY 2022 · 401(k)

Roth Corporation Employee Stock Ownership Plan · $39M · 63 · 86th

  • PCT $39M
  • EIN 63
  • RANK 86th
  • PHOTO 401(k)
  • IND near Access Clinical Partners, LLC 401(k) Plan
  • EOY ind #5912

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 Wholesale Trade retirement plans → · Plans in Colorado →

Roth Corporation Employee Stock Ownership Plan in the asset neighbourhood

Hugh Chatham Memorial Hospital, Inc. 401(k) PlanHugh Chatham Memorial Hospit…$39MWorkers Federal Credit Union 401(k) Retirement PlanWorkers Federal Credit Union…$39MGardens Alive 401(k) Salary Savings PlanGardens Alive 401(k) Salary …$39MRoth Corporation Employee Stock Ownership PlanRoth Corporation Employee St…$39MAccess Clinical Partners, LLC 401(k) PlanAccess Clinical Partners, LL…$39M
End-of-year total assets ($M) among Roth Corporation Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$39M
Net Income$710K
Employer EIN364259848
Plan Effective Date1967-12-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Roth Corporation Roth Distributing)

Sponsor-wide plan assets over time

All Roth Corporation Roth Distributing plans reported in each filing year

Latest sponsor-wide plan assets
$41M 6.721741383022335% vs 2022
2024 filing year
$38M$39M$40M$41M$42M 202220232024 $38.7M $41.3M ▲ +6.7%
Year Plans Participants Total Assets
2022 1 63 $39M
2023 1 68 $38M
2024 1 72 $41M

Nearby 401(k) Plans in Colorado

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

Roth Corporation Employee Stock Ownership Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10123 Total assets ($B) Participants Roth Corporation Employee Stock Ownership Plan, Total assets ($B): 0.038672434 · Participants: 63Roth Corporation Employee Stock Ownership PlanDavita Retirement Savings Plan, Total assets ($B): 2.75238679 · Participants: 57172Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.51543651 · Participants: 10671Ball Corporation 401(k) and Employee Stock Ownership PlanScl Health 401(k) Retirement Savings Plan, Total assets ($B): 1.514958969 · Participants: 12642Scl Health 401(k) Retirement Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.504801917 · Participants: 5046Woodward Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.49307635 · Participants: 7741Empower Retirement, LLC 401(k) Savings Plan
Roth Corporation Employee Stock Ownership Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Roth Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Roth Corporation Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Access Clinical Partners, LLC 401(k) Plan in GA ($39M); by covered participants it is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants). Same-state nearby plans are listed separately above.

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 Roth Corporation Employee Stock Ownership Plan assets move in 2022? ▼
Roth Corporation Employee Stock Ownership Plan edged up modestly - up 1.9% during 2022, from $38M to $39M. Reported net income was $710K.
How have Roth Corporation Roth Distributing plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roth Corporation Roth Distributing's sponsor-wide assets grew 6.7%, from $39M to $41M.
Where does Roth Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Roth Corporation Employee Stock Ownership Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Roth Corporation Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Access Clinical Partners, LLC 401(k) Plan in GA ($39M, 1,983 participants).
Which 401(k) plans cover a similar participant headcount to Roth Corporation Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants, $2M 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 364259848.

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.