401(k) · DOL Form 5500 · 2022

Roy Jorgensen Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
840
Participants Near avg headcount
81st
Percentile by assets National rank
$31,968
Avg per participant Low balance/head
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Official DOL plan name: Roy Jorgensen Associates, Inc. Retirement Plan · Sponsored by Roy Jorgensen Associates, Inc. · Maryland · Construction

$27M in assets, 840 participants

Roy Jorgensen Associates, Inc.'s Roy Jorgensen Associates, Inc. Retirement Plan reported $27M in total assets and 840 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.

  • #7,986 in Construction (9,927 peers)

Where Roy Jorgensen Associates, Inc. Retirement Plan sits by assets

Roy Jorgensen Associates, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 840 participants (~$31,968/participant), down 12.5% in 2022.

#7,986
in Construction (9,927 peers)
-12.5%
assets change YoY
0.3×
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.

Roy Jorgensen Associates, Inc. Retirement Plan's outsized position by total assets

Roy Jorgensen Associates, Inc. Retirement Plan vs every filed plan by assets

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

$26,852,804 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

Roy Jorgensen Associates, Inc. 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. Roy Jorgensen Associates, Inc. Retirement Plan sits mid-pack in the medium band (840 participants).

Plan-year Form 5500 strip

Filing strip 520850711 · Roy Jorgensen Associates, Inc. PY 2022 · 401(k)

Roy Jorgensen Associates, Inc. Retirement Plan · $27M · 840 · 81st

  • VS-ST $27M
  • BOY 840
  • SCH 81st
  • EBSA 401(k)
  • PART near Group Services, LLC 401(k) and Profit Sharing Plan
  • TYPE ind #7986

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 Construction retirement plans → · Plans in Maryland →

Roy Jorgensen Associates, Inc. Retirement Plan in the asset neighbourhood

Tom Lange Company 401(k) Retirement PlanTom Lange Company 401(k) Ret…$27MRoy Jorgensen Associates, Inc. Retirement PlanRoy Jorgensen Associates, In…$27MGroup Services, LLC 401(k) and Profit Sharing PlanGroup Services, LLC 401(k) a…$27MCmi Vantage Partners 401(k) Profit Sharing PlanCmi Vantage Partners 401(k) …$27MEdelstein & Company Profit Sharing PlanEdelstein & Company Profit S…$27M
End-of-year total assets ($M) among Roy Jorgensen Associates, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$27M
Net Income-$4M
Employer EIN520850711
Plan Effective Date1979-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roy Jorgensen Associates, Inc.)

Sponsor-wide plan assets over time

All Roy Jorgensen Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 31.644881480533655% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.9M $35.4M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 840 $27M
2023 1 950 $32M
2024 1 1,007 $35M

Nearby 401(k) Plans in Maryland

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

Roy Jorgensen Associates, Inc. Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Roy Jorgensen Associates, Inc. Retirement Plan, Total assets ($B): 0.026852804 · Participants: 840Roy Jorgensen Associates, Inc. Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Roy Jorgensen Associates, Inc. Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Roy Jorgensen Associates, Inc. Retirement Plan side-by-side with 3 peers →

Roy Jorgensen Associates, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Group Services, LLC 401(k) and Profit Sharing Plan in TX ($27M); by covered participants it is Plaid 401(k) Plan in CA (840 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (840 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 Roy Jorgensen Associates, Inc. Retirement Plan assets move in 2022? ▼
Roy Jorgensen Associates, Inc. Retirement Plan pulled back noticeably - down 12.5% during 2022, from $31M to $27M. Reported net income was -$4M.
How have Roy Jorgensen Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roy Jorgensen Associates, Inc.'s sponsor-wide assets grew 31.6%, from $27M to $35M.
Where does Roy Jorgensen Associates, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Roy Jorgensen Associates, Inc. Retirement Plan 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 Roy Jorgensen Associates, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Group Services, LLC 401(k) and Profit Sharing Plan in TX ($27M, 98 participants).
Which 401(k) plans cover a similar participant headcount to Roy Jorgensen Associates, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Plaid 401(k) Plan in CA (840 participants, $41M 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 520850711.

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.