Profit Sharing · DOL Form 5500 · 2023

Rolls Anderson & Rolls Profit Sharing Plan

Data updated 2026-08-11

$10M
Total assets
13
Participants
58th
Percentile by assets
$760,327
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Rolls Anderson & Rolls Profit Sharing Plan · Sponsored by Rolls Anderson & Rolls · California · Professional & Technical Services

$10M in assets, 13 participants

Rolls Anderson & Rolls's Rolls Anderson & Rolls Profit Sharing Plan reported $10M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • 58th percentile by assets (of 127,072 plans)
  • #11,561 in Professional & Technical Services (20,321 peers)

Rolls Anderson & Rolls multi-year trail

Rolls Anderson & Rolls's plans moved +28.7% in assets from 2022 to 2024; this filing shows Rolls Anderson & Rolls Profit Sharing Plan at $10M / 13 participants.

$10M
total plan assets (2023 EOY)
13
covered participants
58th
percentile by assets (of 127,072 plans)
$760,327
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rolls Anderson & Rolls Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Rolls Anderson & Rolls Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Rolls Anderson & Rolls across 3 plan years on file

Across the 3 plan years Rolls Anderson & Rolls has on file (2022-2024), sponsor-wide plan assets have moved from $9M to $11M, a gain of 28.7%, while reported participants moved from 13 to 13 (+0.0%). Peak year by sponsor assets: 2024 ($11M); trough: 2022 ($9M).

Rolls Anderson & Rolls multi-year asset trail

$8M$9M$10M$11M$12M 202220232024 $8.75M $11.3M ▲ +28.7%
Total plan assets by year, all Rolls Anderson & Rolls plans on file
Year Plans Participants Total Assets
2022 1 13 $9M
2023 1 13 $10M
2024 1 13 $11M

Rolls Anderson & Rolls filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN942197121
Plan Effective Date1975-04-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Rolls Anderson & Rolls Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Rolls Anderson & Rolls 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 Rolls Anderson & Rol…Intel Retirement Con…Scpmg Keogh PlanMotion Picture Indus…Memorialcare Retirem…Disney Retirement Sa…
Rolls Anderson & Rolls Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Rolls Anderson & Rolls Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Rolls Anderson & Rolls Profit Sharing Plan assets move in 2023?
Rolls Anderson & Rolls Profit Sharing Plan grew at a solid clip - up 12.9% during 2023, from $9M to $10M. Reported net income was $1M.
How have Rolls Anderson & Rolls plan assets changed over time?
Across 3 plan years on file (2022-2024), Rolls Anderson & Rolls's sponsor-wide assets grew 28.7%, from $9M to $11M.
Which Profit Sharing plans are similar in size to Rolls Anderson & Rolls Profit Sharing Plan?
Among Profit Sharing plans in other states, the closest by assets is Pioneer Wholesale Meat Company Profit Sharing Plan & Trust in IL ($10M, 10 participants).

Next read for Rolls Anderson & Rolls Profit Sharing Pl…

Multi-year trail

Ways to act on Rolls Anderson & Rolls Profit Sharing Plan's numbers.