THE ROOD PENSION TRUST
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
ROOD TRUCKING COMPANY, INC.
This Money Purchase plan holds $547K in total assets and serves N/A participants as of 2022. It is sponsored by ROOD TRUCKING COMPANY, INC. in Ohio. The plan reported a net loss of $3M for the year.
What the Filing Says About THE ROOD PENSION TRUST
THE ROOD PENSION TRUST is a Money Purchase retirement plan sponsored by ROOD TRUCKING COMPANY, INC., headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $547K in total end-of-year assets and covers N/A participants across the Transportation & Warehousing industry. The sponsor's EIN on file with the U.S. Department of Labor is 341112516, and the plan has been effective since 1972-11-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $4M at the beginning of 2022 to $547K at year-end — a decline of 84.8%. Net assets (after liabilities) closed the year at $547K, with reported net income of $-3,042,427 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $4M |
| Total Assets (End of Year) | $547K |
| Net Assets (End of Year) | $547K |
| Net Income | $-3,042,427 |
| Plan Type | Money Purchase |
| Employer EIN | 341112516 |
| Plan Effective Date | 1972-11-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans — same state, same plan type — ranked by total assets.
- THE CLEVELAND CLINIC FOUNDATION CASH BALANCE PLAN $1.4B · 4,739
- IRON WORKERS DISTRICT COUNCIL OF SO OH & VICINITY ANNUITY TRUST $476M · 6,936
- BAKER & HOSTETLER LLP BASIC/STEP-RATE RETIREMENT PLAN $473M · 1,004
- UNIVERSITY OF DAYTON DEFINED CONTRIBUTION RETIREMENT PLAN $348M · 3,080
- NORTHWESTERN OHIO PLUMBERS AND PIPEFITTERS RETIREMENT AND TRUST $343M · 2,443
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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 341112516.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.