401(k) · DOL Form 5500 · 2022

Roark Capital Management LLC 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
112
Participants Small participant base
81st
Percentile by assets National rank
$230,396
Avg per participant Above avg balance/head
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Official DOL plan name: Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Roark Capital Management LLC · Georgia · Finance & Insurance

$26M in assets, 112 participants

Roark Capital Management LLC's Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust reported $26M in total assets and 112 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.

  • #6,415 in Finance & Insurance (9,261 peers)

Coverage in Georgia

Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust covers 112 participants in Georgia, about 10% of the average Georgia filer (state average ~1,096 per filing). Assets: $26M.

#6,415
in Finance & Insurance (9,261 peers)
-7.3%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$25,804,350 Top 19% higher than 81% 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

Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust 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. Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (112 participants).

Plan-year Form 5500 strip

Filing strip 061735341 · Roark Capital Management LLC PY 2022 · 401(k)

Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust · $26M · 112 · 81st

  • SCH $26M
  • SCH 112
  • SCH 81st
  • SCH 401(k)
  • SCH near Commercial Enterprises Employees 401(k) Profit
  • SCH ind #6415

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 Georgia →

Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Commercial Enterprises Employees 401(k) ProfitCommercial Enterprises Emplo…$26MVonlehman & Co., Inc. Employee's Savings PlanVonlehman & Co., Inc. Employ…$26MThe Pssi 401(k) Plan & Trust$26MRoark Capital Management LLC 401(k) Profit Sharing Plan & TrustRoark Capital Management LLC…$26MMedical Diagnostic Associates PA Employees' Profit Sharing PlanMedical Diagnostic Associate…$26M
End-of-year total assets ($M) among Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Georgia filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$26M
Net Income-$2M
Employer EIN061735341
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roark Capital Management LLC)

Sponsor-wide plan assets over time

All Roark Capital Management LLC plans reported in each filing year

Latest sponsor-wide plan assets
$44M 69.94100994599748% vs 2022
2024 filing year
$20M$30M$40M$50M 202220232024 $25.8M $43.9M ▲ +70.0%
Year Plans Participants Total Assets
2022 1 112 $26M
2023 1 121 $34M
2024 1 131 $44M

Nearby 401(k) Plans in Georgia

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

Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.02580435 · Participants: 112Roark Capital Management LLC 401(k) Profit Sharing Plan & TrustThe Teamster-UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 14.668727371 · Participants: 549610The Teamster-UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 13.242875281 · Participants: 72820Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 11.498981924 · Participants: 12193Delta 401(k) Retirement Plan for PilotsUPS 401 (K) Savings Plan, Total assets ($B): 11.31621995 · Participants: 107310UPS 401 (K) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 10.714648719 · Participants: 423174The Home Depot Futurebuilder
Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Commercial Enterprises Employees 401(k) Profit in NM ($26M); by covered participants it is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust assets move in 2022? ▼
Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust pulled back noticeably - down 7.3% during 2022, from $28M to $26M. Reported net income was -$2M.
How have Roark Capital Management LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roark Capital Management LLC's sponsor-wide assets grew 69.9%, from $26M to $44M.
Where does Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust ranks in the 81st 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 Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Commercial Enterprises Employees 401(k) Profit in NM ($26M, 944 participants).
Which 401(k) plans cover a similar participant headcount to Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Colorado Bluesky Enterprises Custom 401(k) Plan and Trust in CO (112 participants, $1M 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 061735341.

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.