401(k) · DOL Form 5500 · 2022
Rood, Riddle & Partners, P.S.C. 401(k) Plan
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 257
- Participants Below avg headcount
- 81st
- Percentile by assets National rank
- $105,128
- Avg per participant Below avg balance/head
Official DOL plan name: Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan · Sponsored by Rood, Riddle & Partners, P.S.C. · Kentucky · Professional & Technical Services
$27M in assets, 257 participants
Rood, Riddle & Partners, P.S.C.'s Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan reported $27M in total assets and 257 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.
- #17,698 in Professional & Technical Services (21,562 peers)
Coverage in Kentucky
Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan covers 257 participants in Kentucky, about 40% of the average Kentucky filer (state average ~647 per filing). Assets: $27M.
- #17,698
- in Professional & Technical Services (21,562 peers)
- -15.0%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan's outsized position by total assets
Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$27,017,819 Top 19% higher than 81% 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
Rood, Riddle & Partners, P.S.C. Savings and Retirement 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. Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan sits mid-pack in the medium band (257 participants).
EBSA filing schedule strip
Filing strip 610993798 · Rood, Riddle & Partners, P.S.C. PY 2022 · 401(k)
Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan · $27M · 257 · 81st
- NET $27M
- NET 257
- NET 81st
- NET 401(k)
- NET near Palace Employees 401(k) Savings Plan
- NET ind #17698
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 Kentucky →
Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $32M |
|---|---|
| Net Assets (End of Year) | $27M |
| Net Income | -$5M |
| Employer EIN | 610993798 |
| Plan Effective Date | 1981-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rood, Riddle & Partners, P.S.C.)
Sponsor-wide plan assets over time
All Rood, Riddle & Partners, P.S.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 41.15585347581165% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 257 | $27M |
| 2023 | 1 | 284 | $31M |
| 2024 | 1 | 328 | $38M |
Nearby 401(k) Plans in Kentucky
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Humana Retirement Savings Plan $6.4B · 44,930
- Commonspirit Health 401(k) Retirement Savings Plan $6.1B · 85,671
- UPS/Ipa 401 (K) Savings Plan $1.2B · 2,992
- Lexmark Savings Plan $1.1B · 1,811
- Kindred 401 (K) Plan $969M · 22,132
Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Kentucky, the nearest 401(k) by assets is Palace Employees 401(k) Savings Plan in MI ($27M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (257 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
Similar participant headcount
Nearest other-state filings by covered participants (257 participants); asset peers above are excluded.
- Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust (CA) 257 · 0 off
- Sunrise Windows 401(k) & Profit Sharing Plan (MI) 257 · 0 off
- Datarobot 401(k) Plan (MA) 257 · 0 off
- Farmward Cooperative Retirement Plan (MN) 257 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.