401(k) · DOL Form 5500 · 2022

Roosevelt Paper Company 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
199
Participants Below avg headcount
88th
Percentile by assets National rank
$248,220
Avg per participant Above avg balance/head
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Official DOL plan name: Roosevelt Paper Company 401(k) Retirement Savings Plan · Sponsored by Roosevelt Paper Company · New Jersey · Wholesale Trade

$49M in assets, 199 participants

Roosevelt Paper Company's Roosevelt Paper Company 401(k) Retirement Savings Plan reported $49M in total assets and 199 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #6,095 in Wholesale Trade (6,843 peers)

Coverage in New Jersey

Roosevelt Paper Company 401(k) Retirement Savings Plan covers 199 participants in New Jersey, about 24% of the average New Jersey filer (state average ~844 per filing). Assets: $49M.

#6,095
in Wholesale Trade (6,843 peers)
-19.2%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roosevelt Paper Company 401(k) Retirement Savings Plan's outsized position by total assets

Roosevelt Paper Company 401(k) Retirement Savings Plan vs every filed plan by assets

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

$49,395,729 Top 12% higher than 88% 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

Roosevelt Paper Company 401(k) Retirement Savings 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. Roosevelt Paper Company 401(k) Retirement Savings Plan sits mid-pack in the medium band (199 participants).

Plan-year Form 5500 strip

Filing strip 231514696 · Roosevelt Paper Company PY 2022 · 401(k)

Roosevelt Paper Company 401(k) Retirement Savings Plan · $49M · 199 · 88th

  • BOY $49M
  • SCH 199
  • EBSA 88th
  • PART 401(k)
  • TYPE near Msr/Rams Retirement Plan
  • NET ind #6095

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 New Jersey →

Roosevelt Paper Company 401(k) Retirement Savings Plan in the asset neighbourhood

Everence Services, LLC 401(k) PlanEverence Services, LLC 401(k…$49MRoosevelt Paper Company 401(k) Retirement Savings PlanRoosevelt Paper Company 401(…$49MMsr/Rams Retirement Plan$49MSicpa Securink Corporation Pre-Tax Savings and Retirement PlanSicpa Securink Corporation P…$49MBank of Ann Arbor Employees 401(k) Profit Sharing PlanBank of Ann Arbor Employees …$49M
End-of-year total assets ($M) among Roosevelt Paper Company 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$61M
Net Assets (End of Year)$49M
Net Income-$12M
Employer EIN231514696
Plan Effective Date1981-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roosevelt Paper Company)

Sponsor-wide plan assets over time

All Roosevelt Paper Company plans reported in each filing year

Latest sponsor-wide plan assets
$52M 4.968773717258024% vs 2022
2024 filing year
$46M$48M$50M$52M$54M 202220232024 $49.4M $51.9M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 199 $49M
2023 1 223 $48M
2024 1 235 $52M

Nearby 401(k) Plans in New Jersey

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

Roosevelt Paper Company 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Roosevelt Paper Company 401(k) Retirement Savings Plan, Total assets ($B): 0.049395729 · Participants: 199Roosevelt Paper Company 401(k) Retirement Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Roosevelt Paper Company 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Roosevelt Paper Company 401(k) Retirement Savings Plan side-by-side with 3 peers →

Roosevelt Paper Company 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Msr/Rams Retirement Plan in NY ($49M); by covered participants it is Retirement 401(k) Plan in IL (199 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (199 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 Roosevelt Paper Company 401(k) Retirement Savings Plan assets move in 2022? ▼
Roosevelt Paper Company 401(k) Retirement Savings Plan declined sharply - down 19.2% during 2022, from $61M to $49M. Reported net income was -$12M.
How have Roosevelt Paper Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roosevelt Paper Company's sponsor-wide assets grew 5.0%, from $49M to $52M.
Where does Roosevelt Paper Company 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Roosevelt Paper Company 401(k) Retirement Savings Plan ranks in the 88th 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 Roosevelt Paper Company 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Msr/Rams Retirement Plan in NY ($49M, 285 participants).
Which 401(k) plans cover a similar participant headcount to Roosevelt Paper Company 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Retirement 401(k) Plan in IL (199 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 231514696.

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.