401(k) · DOL Form 5500 · 2022

Arlington/Roe & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
201
Participants Below avg headcount
72nd
Percentile by assets National rank
$70,573
Avg per participant Below avg balance/head
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Official DOL plan name: Arlington/Roe & Co., Inc. 401(k) Plan · Sponsored by Arlington/Roe & Co., Inc. · Indiana · Finance & Insurance

$14M in assets, 201 participants

Arlington/Roe & Co., Inc.'s Arlington/Roe & Co., Inc. 401(k) Plan reported $14M in total assets and 201 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #5,200 in Finance & Insurance (9,261 peers)

Coverage in Indiana

Arlington/Roe & Co., Inc. 401(k) Plan covers 201 participants in Indiana, about 37% of the average Indiana filer (state average ~541 per filing). Assets: $14M.

#5,200
in Finance & Insurance (9,261 peers)
-8.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Arlington/Roe & Co., Inc. 401(k) Plan's outsized position by total assets

Arlington/Roe & Co., Inc. 401(k) Plan vs every filed plan by assets

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

$14,185,111 Top 28% higher than 72% 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

Arlington/Roe & Co., Inc. 401(k) 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. Arlington/Roe & Co., Inc. 401(k) Plan sits mid-pack in the medium band (201 participants).

EBSA filing schedule strip

Filing strip 351150545 · Arlington/Roe & Co., Inc. PY 2022 · 401(k)

Arlington/Roe & Co., Inc. 401(k) Plan · $14M · 201 · 72nd

  • EBSA $14M
  • EBSA 201
  • EBSA 72nd
  • EBSA 401(k)
  • EBSA near Radius Financial Group, Inc. 401(k) Employee Savings Plan
  • EBSA ind #5200

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 Indiana →

Arlington/Roe & Co., Inc. 401(k) Plan in the asset neighbourhood

Arlington/Roe & Co., Inc. 401(k) PlanArlington/Roe & Co., Inc. 40…$14MMph Savings and Retirement PlanMph Savings and Retirement P…$14MCelero Commerce 401(k) Plan$14MTaylor Made 401(k) Profit Sharing PlanTaylor Made 401(k) Profit Sh…$14MRadius Financial Group, Inc. 401(k) Employee Savings PlanRadius Financial Group, Inc.…$14M
End-of-year total assets ($M) among Arlington/Roe & Co., Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$1M
Employer EIN351150545
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Arlington/Roe & Co., Inc.)

Sponsor-wide plan assets over time

All Arlington/Roe & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 48.7737600361393% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $14.2M $21.1M ▲ +48.7%
Year Plans Participants Total Assets
2022 1 201 $14M
2023 1 206 $17M
2024 1 236 $21M

Nearby 401(k) Plans in Indiana

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

Arlington/Roe & Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Arlington/Roe & Co., Inc. 401(k) Plan, Total assets ($B): 0.014185111 · Participants: 201Arlington/Roe & Co., Inc. 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Arlington/Roe & Co., Inc. 401(k) Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Arlington/Roe & Co., Inc. 401(k) Plan side-by-side with 3 peers →

Arlington/Roe & Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Radius Financial Group, Inc. 401(k) Employee Savings Plan in MA ($14M); by covered participants it is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (201 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 Arlington/Roe & Co., Inc. 401(k) Plan assets move in 2022? ▼
Arlington/Roe & Co., Inc. 401(k) Plan pulled back noticeably - down 8.4% during 2022, from $15M to $14M. Reported net income was -$1M.
How have Arlington/Roe & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Arlington/Roe & Co., Inc.'s sponsor-wide assets grew 48.8%, from $14M to $21M.
Which 401(k) plans are similar in size to Arlington/Roe & Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Radius Financial Group, Inc. 401(k) Employee Savings Plan in MA ($14M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Arlington/Roe & Co., Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gill Studios, Inc. Hourly Paid Employees' Profit Sharing and 401(k) Plan and Trust in KS (201 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 351150545.

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.