401(k) · DOL Form 5500 · 2022
Rooney Holdings, Inc. 401(k) Plan
Data updated 2026-08-25
- $109M
- Total assets Near avg plan size
- 1,361
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $80,056
- Avg per participant Below avg balance/head
Official DOL plan name: Rooney Holdings, Inc. 401(k) Savings Plan · Sponsored by Rooney Holdings, Inc. · Oklahoma · Construction
$109M in assets, 1,361 participants
Rooney Holdings, Inc.'s Rooney Holdings, Inc. 401(k) Savings Plan reported $109M in total assets and 1,361 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #9,127 in Construction (9,927 peers)
Where Rooney Holdings, Inc. 401(k) Savings Plan sits by assets
Rooney Holdings, Inc. 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $109M for 1,361 participants (~$80,056/participant), down 16.4% in 2022.
- #9,127
- in Construction (9,927 peers)
- -16.4%
- assets change YoY
- 1.1×
- vs typical plan assets (national mean)
The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rooney Holdings, Inc. 401(k) Savings Plan's outsized position by total assets
Rooney Holdings, Inc. 401(k) Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$108,956,270 Top 7% higher than 93% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Rooney Holdings, Inc. 401(k) Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rooney Holdings, Inc. 401(k) Savings Plan lands in the large band (1,361 participants).
Form 5500 schedule snapshot
Filing strip 731237809 · Rooney Holdings, Inc. PY 2022 · 401(k)
Rooney Holdings, Inc. 401(k) Savings Plan · $109M · 1,361 · 93rd
- PART $109M
- PART 1,361
- PART 93rd
- PART 401(k)
- PART near Kayne Anderson Capital Advisors 401(k) Plan
- PART ind #9127
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 Oklahoma →
Rooney Holdings, Inc. 401(k) Savings Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $130M |
|---|---|
| Net Assets (End of Year) | $109M |
| Net Income | -$21M |
| Employer EIN | 731237809 |
| Plan Effective Date | 1978-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rooney Holdings, Inc.)
Sponsor-wide plan assets over time
All Rooney Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $151M 38.356324055513284% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,361 | $109M |
| 2023 | 1 | 1,403 | $130M |
| 2024 | 1 | 1,658 | $151M |
Nearby 401(k) Plans in Oklahoma
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Quiktrip Corporation Retirement Plan $3.7B · 10,862
- The Williams Investment Plus Plan $1.4B · 4,848
- Bok Financial 401(k) Plan $917M · 4,683
- Devon Energy Corporation Incentive Savings Plan $792M · 1,642
- One Gas, Inc. 401(k) Plan $774M · 3,586
Rooney Holdings, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Oklahoma, the nearest 401(k) by assets is Kayne Anderson Capital Advisors 401(k) Plan in CA ($109M); by covered participants it is Entrust Corporation Employee Investment Plan in MN (1,361 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($109M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,361 participants); asset peers above are excluded.
- Entrust Corporation Employee Investment Plan (MN) 1,361 · 0 off
- Wendy's Employee Investment Plan (KY) 1,361 · 0 off
- Rdi Marketing Services, Inc. Profit Sharing 401(k) Plan (OH) 1,361 · 0 off
- The Carlstar Group LLC 401(k) Plan (TN) 1,361 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.