401(k) · DOL Form 5500 · 2022
Roache Insurance & Financial Services Alliance Inc 401(k) Plan
Data updated 2026-08-25
- $69K
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 4th
- Percentile by assets National rank
- $17,240
- Avg per participant Low balance/head
Official DOL plan name: Roache Insurance & Financial Services Alliance Inc 401(k) Plan · Sponsored by Roache Insurance & Financial Services Alliance Inc · Maryland · Finance & Insurance
$69K in assets, 4 participants
Roache Insurance & Financial Services Alliance Inc's Roache Insurance & Financial Services Alliance Inc 401(k) Plan reported $69K in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 4th 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.
- #262 in Finance & Insurance (9,261 peers)
Roache Insurance & Financial Services Alliance Inc multi-year trail
Roache Insurance & Financial Services Alliance Inc's plans moved -12.5% in assets from 2022 to 2024; this filing shows Roache Insurance & Financial Services Alliance Inc 401(k) Plan at $69K / 4 participants.
- #262
- in Finance & Insurance (9,261 peers)
- -12.9%
- assets change YoY
The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Roache Insurance & Financial Services Alliance Inc 401(k) Plan among the smaller filed plans by assets
Roache Insurance & Financial Services Alliance Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$68,960 4th percentile higher than 4% 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
Roache Insurance & Financial Services Alliance Inc 401(k) 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. Roache Insurance & Financial Services Alliance Inc 401(k) Plan is a micro filing (4 participants), the leftmost band.
Published 5500 schedule card
Filing strip 842502813 · Roache Insurance & Financial Services Alliance Inc PY 2022 · 401(k)
Roache Insurance & Financial Services Alliance Inc 401(k) Plan · $69K · 4 · 4th
- PART $69K
- PART 4
- PART 4th
- PART 401(k)
- PART near Bridgeman Remediation of the South Shore Corporation 401(k) Profit Sharing Plan
- PART ind #262
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 Maryland →
Roache Insurance & Financial Services Alliance Inc 401(k) Plan in the asset neighbourhood
Roache Insurance & Financial Services Alliance Inc multi-year asset trail
Sponsor-wide plan assets over time
All Roache Insurance & Financial Services Alliance Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $60K 12.544953596287703% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4 | $69K |
| 2023 | 1 | 1 | $64K |
| 2024 | 1 | 1 | $60K |
Roache Insurance & Financial Services Alliance Inc filing trail (2022)
| Total Assets (Beginning of Year) | $79K |
|---|---|
| Net Assets (End of Year) | $69K |
| Net Income | -$10K |
| Employer EIN | 842502813 |
| Plan Effective Date | 2019-07-17 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $43.6B · 87,666
- Marriott Retirement Savings Plan $8.3B · 82,576
- T. Rowe Price U.S. Retirement Program $3.7B · 6,107
- Nfl Player Second Career Savings Plan $3.3B · 2,819
- Sodexo 401 (K) Employees' Retirement Savings Plan and Trust $1.9B · 74,729
Roache Insurance & Financial Services Alliance Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Bridgeman Remediation of the South Shore Corporation 401(k) Profit Sharing Plan in MA ($69K); by covered participants it is Damon Productions, Inc. Employees Profit Sharing Plan in CA (4 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($69K here).
Similar participant headcount
Nearest other-state filings by covered participants (4 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.