401(k) · DOL Form 5500 · 2022

Roman Health Ventures, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
658
Participants Below avg headcount
78th
Percentile by assets National rank
$31,233
Avg per participant Low balance/head
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Official DOL plan name: Roman 401(k) Plan · Sponsored by Roman Health Ventures, Inc. · New York · Retail Trade

$21M in assets, 658 participants

Roman Health Ventures, Inc.'s Roman 401(k) Plan reported $21M in total assets and 658 participants in its 2022 DOL Form 5500 filing, ranking in the 78th 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.

  • #8,260 in Retail Trade (9,519 peers)

Where Roman 401(k) Plan sits by assets

Roman 401(k) Plan sits in the top quartile of all filed plans by assets, $21M for 658 participants (~$31,233/participant), up 54.3% in 2022.

#8,260
in Retail Trade (9,519 peers)
+54.3%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Roman 401(k) Plan's outsized position by total assets

Roman 401(k) Plan vs every filed plan by assets

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

$20,551,212 Top 22% higher than 78% 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

Roman 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. Roman 401(k) Plan sits mid-pack in the medium band (658 participants).

Plan-year Form 5500 strip

Filing strip 821285516 · Roman Health Ventures, Inc. PY 2022 · 401(k)

Roman 401(k) Plan · $21M · 658 · 78th

  • PHOTO $21M
  • PHOTO 658
  • PHOTO 78th
  • PHOTO 401(k)
  • PHOTO near Wilmington Gastroenterology Associates, P.a. 401(k) Plan
  • PHOTO ind #8260

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 Retail Trade retirement plans → · Plans in New York →

Roman 401(k) Plan in the asset neighbourhood

Rpx Corporation Retirement Savings PlanRpx Corporation Retirement S…$21MRoman 401(k) Plan$21MWilmington Gastroenterology Associates, P.a. 401(k) PlanWilmington Gastroenterology …$21MBasa Resources, Inc. 401(k) PlanBasa Resources, Inc. 401(k) …$21MWisler Pearlstine, LLP 401(k) Profit Sharing PlanWisler Pearlstine, LLP 401(k…$21M
End-of-year total assets ($M) among Roman 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$21M
Net Income$7M
Employer EIN821285516
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roman Health Ventures, Inc.)

Sponsor-wide plan assets over time

All Roman Health Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 94.38432146970213% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $20.6M $40M ▲ +94.4%
Year Plans Participants Total Assets
2022 1 658 $21M
2023 1 561 $31M
2024 1 461 $40M

Nearby 401(k) Plans in New York

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

Roman 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Roman 401(k) Plan, Total assets ($B): 0.020551212 · Participants: 658Roman 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Roman 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Roman 401(k) Plan side-by-side with 3 peers →

Roman 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Wilmington Gastroenterology Associates, P.a. 401(k) Plan in NC ($21M); by covered participants it is El Dorado Furniture 401(k) Plan in FL (658 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (658 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 Roman 401(k) Plan assets move in 2022? ▼
Roman 401(k) Plan surged - up 54.3% during 2022, from $13M to $21M. Reported net income was $7M.
How have Roman Health Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roman Health Ventures, Inc.'s sponsor-wide assets grew 94.4%, from $21M to $40M.
Where does Roman 401(k) Plan rank by assets among Form 5500 filers? ▼
Roman 401(k) Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Roman 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wilmington Gastroenterology Associates, P.a. 401(k) Plan in NC ($21M, 63 participants).
Which 401(k) plans cover a similar participant headcount to Roman 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is El Dorado Furniture 401(k) Plan in FL (658 participants, $20M 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 821285516.

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.