401(k) · DOL Form 5500 · 2022

Rockbridge Capital, LLC 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
84
Participants Small participant base
80th
Percentile by assets National rank
$287,896
Avg per participant High balance/head
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Official DOL plan name: Rockbridge Capital LLC 401(k) Plan · Sponsored by Rockbridge Capital, LLC · Ohio · Finance & Insurance

$24M in assets, 84 participants

Rockbridge Capital, LLC's Rockbridge Capital LLC 401(k) Plan reported $24M in total assets and 84 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #6,289 in Finance & Insurance (9,261 peers)

Where Rockbridge Capital LLC 401(k) Plan sits by assets

Rockbridge Capital LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $24M for 84 participants (~$287,896/participant), down 14.4% in 2022.

#6,289
in Finance & Insurance (9,261 peers)
-14.4%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rockbridge Capital LLC 401(k) Plan's outsized position by total assets

Rockbridge Capital LLC 401(k) Plan vs every filed plan by assets

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

$24,183,255 Top 20% higher than 80% 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

Rockbridge Capital LLC 401(k) 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. Rockbridge Capital LLC 401(k) Plan is a small filing (84 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 611418802 · Rockbridge Capital, LLC PY 2022 · 401(k)

Rockbridge Capital LLC 401(k) Plan · $24M · 84 · 80th

  • TYPE $24M
  • NET 84
  • BOOK 80th
  • VS-ST 401(k)
  • BOY near Spins 401(k) Plan
  • SCH ind #6289

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 Ohio →

Rockbridge Capital LLC 401(k) Plan in the asset neighbourhood

Cascade Lumber Company 401(k) PlanCascade Lumber Company 401(k…$24MRockbridge Capital LLC 401(k) PlanRockbridge Capital LLC 401(k…$24MSpins 401(k) Plan$24MMarathon Asset Management, LP 401(k) PlanMarathon Asset Management, L…$24MThe Citizens Bank Profit Sharing and Savings Plan and TrustThe Citizens Bank Profit Sha…$24M
End-of-year total assets ($M) among Rockbridge Capital LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$24M
Net Income-$4M
Employer EIN611418802
Plan Effective Date2002-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rockbridge Capital, LLC)

Sponsor-wide plan assets over time

All Rockbridge Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 48.2569819488733% vs 2022
2024 filing year
$20M$25M$30M$35M$40M 202220232024 $24.2M $35.9M ▲ +48.3%
Year Plans Participants Total Assets
2022 1 84 $24M
2023 1 98 $30M
2024 1 115 $36M

Nearby 401(k) Plans in Ohio

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

Rockbridge Capital LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants Rockbridge Capital LLC 401(k) Plan, Total assets ($B): 0.024183255 · Participants: 84Rockbridge Capital LLC 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
Rockbridge Capital LLC 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Rockbridge Capital LLC 401(k) Plan side-by-side with 3 peers →

Rockbridge Capital LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Spins 401(k) Plan in IL ($24M); by covered participants it is Kate Somerville Skincare, LLC 401(k) Ps Plan in CA (84 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (84 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 Rockbridge Capital LLC 401(k) Plan assets move in 2022? ▼
Rockbridge Capital LLC 401(k) Plan pulled back noticeably - down 14.4% during 2022, from $28M to $24M. Reported net income was -$4M.
How have Rockbridge Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rockbridge Capital, LLC's sponsor-wide assets grew 48.3%, from $24M to $36M.
Where does Rockbridge Capital LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Rockbridge Capital LLC 401(k) Plan ranks in the 80th 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 Rockbridge Capital LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spins 401(k) Plan in IL ($24M, 390 participants).
Which 401(k) plans cover a similar participant headcount to Rockbridge Capital LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kate Somerville Skincare, LLC 401(k) Ps Plan in CA (84 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 611418802.

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.