401(k) · DOL Form 5500 · 2023
Rook 5 Enterprise, Inc. 401(k) Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 67
- Participants Small participant base
Official DOL plan name: Rook 5 Enterprise, Inc. 401(k) Profit Sharing Plan · Sponsored by Rook 5 Enterprise, Inc. · New Jersey · Healthcare & Social Assistance
N/A in assets, 67 participants
Rook 5 Enterprise, Inc.'s Rook 5 Enterprise, Inc. 401(k) Profit Sharing Plan reported N/A in total assets and 67 participants in its 2023 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2023 filing shows
Rook 5 Enterprise, Inc. 401(k) Profit Sharing Plan holds N/A for 67 participants.
- -$2M
- reported net income
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rook 5 Enterprise, Inc. 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rook 5 Enterprise, Inc. 401(k) Profit Sharing Plan is a small filing (67 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rook 5 Enterprise, Inc. 401(k) Profit Sharing Plan reported net income fell from $1M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Rook 5 Enterprise, Inc. 401(k) Profit Sharing Plan reported participants rose from 47 in the plan year 2022 filing to 67 in the plan year 2023 filing.
DOL schedule card
Filing strip 471257617 · Rook 5 Enterprise, Inc. PY 2023 · 401(k)
Rook 5 Enterprise, Inc. 401(k) Profit Sharing Plan · N/A · 67
- VS-ST N/A
- BOY 67
- SCH PY 2023
- EBSA 401(k)
- PART near School Innovations & Achievement 401(k) Profit Sharing Plan
- TYPE -$2M
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 Healthcare & Social Assistance retirement plans → · Plans in New Jersey →
Filing particulars (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$2M |
| Employer EIN | 471257617 |
| Plan Effective Date | 2014-07-03 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rook 5 Enterprise, Inc.)
Sponsor-wide plan assets over time
All Rook 5 Enterprise, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 47 | $2M |
| 2023 | 1 | 67 | N/A |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $44.6B · 176,610
- Verizon Savings Plan for Management Employees $27.8B · 78,072
- Johnson and Johnson Savings Plan $22.2B · 41,291
- Ernst & Young Retirement Savings Plan $15.5B · 59,346
- Merck US Savings Plan $13.4B · 26,850
Rook 5 Enterprise, Inc. 401(k) Profit Sharing Plan's closest out-of-state 401(k) peers by headcount
Outside New Jersey, the nearest 401(k) by covered participants is School Innovations & Achievement 401(k) Profit Sharing Plan in CA (67 participants; this filing: 67 participants).
Similar participant headcount
Nearest other-state filings by covered participants (67 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.