Profit Sharing · DOL Form 5500 · 2022

Rojo Investments, Inc. Profit Sharing Plan

Data updated 2026-08-25

$931K
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$465,272
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Rojo Investments, Inc. Profit Sharing Plan · Sponsored by Rojo Investments, Inc. · California · Real Estate

$931K in assets, 2 participants

Rojo Investments, Inc.'s Rojo Investments, Inc. Profit Sharing Plan reported $931K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,050 in Real Estate (5,057 peers)

2022 asset change

Rojo Investments, Inc. Profit Sharing Plan contracted severely 38.0% in 2022 ($2M → $931K) for 2 participants.

#2,050
in Real Estate (5,057 peers)
-38.0%
assets change YoY

The plan reported a net loss of $570K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rojo Investments, Inc. Profit Sharing Plan among the smaller filed plans by assets

Rojo Investments, Inc. Profit Sharing Plan vs every filed plan by assets

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

$930,543 24th percentile higher than 24% 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

Rojo Investments, Inc. Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rojo Investments, Inc. Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 463998496 · Rojo Investments, Inc. PY 2022 · Profit Sharing

Rojo Investments, Inc. Profit Sharing Plan · $931K · 2 · 24th

  • PHOTO $931K
  • PHOTO 2
  • PHOTO 24th
  • PHOTO Profit Sharing
  • PHOTO near Gm Resources, Inc. Retirement Plan
  • PHOTO ind #2050

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 Real Estate retirement plans → · Plans in California →

Rojo Investments, Inc. Profit Sharing Plan in the asset neighbourhood

Rojo Investments, Inc. Profit Sharing PlanRojo Investments, Inc. Profi…$931KGm Resources, Inc. Retirement PlanGm Resources, Inc. Retiremen…$931KKcm Love Dogs Inc. Retirement PlanKcm Love Dogs Inc. Retiremen…$930KTobin & Associates, Inc. Profit Sharing PlanTobin & Associates, Inc. Pro…$932KRandallwood Radiology Profit Sharing and Savings PlanRandallwood Radiology Profit…$932K
End-of-year total assets ($M) among Rojo Investments, Inc. Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$931K
Net Income-$570K
Employer EIN463998496
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Rojo Investments, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Rojo Investments, Inc. Profit Sharing Plan, Total assets ($B): 0.000930543 · Participants: 2Rojo Investments, Inc. Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Rojo Investments, Inc. Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Rojo Investments, Inc. Profit Sharing Plan side-by-side with 3 peers →

Rojo Investments, Inc. Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Gm Resources, Inc. Retirement Plan in OK ($931K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Rojo Investments, Inc. Profit Sharing Plan assets move in 2022? ▼
Rojo Investments, Inc. Profit Sharing Plan contracted severely - down 38.0% during 2022, from $2M to $931K. Reported net income was -$570K.
Where does Rojo Investments, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Rojo Investments, Inc. Profit Sharing Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Rojo Investments, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gm Resources, Inc. Retirement Plan in OK ($931K, 23 participants).
Which Profit Sharing plans cover a similar participant headcount to Rojo Investments, Inc. Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 463998496.

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.