401(k) · DOL Form 5500 · 2023

Bosse Rollman PC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
7
Participants Small participant base
64th
Percentile by assets National rank
$1.9M
Avg per participant High balance/head
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Official DOL plan name: Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement · Sponsored by Bosse Rollman PC · Arizona · Professional & Technical Services

$13M in assets, 7 participants

Bosse Rollman PC's Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement reported $13M in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,958 in Professional & Technical Services (20,321 peers)

Bosse Rollman PC multi-year trail

Bosse Rollman PC's plans moved +15.8% in assets from 2022 to 2024; this filing shows Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement at $13M / 7 participants.

#12,958
in Professional & Technical Services (20,321 peers)
+6.7%
assets growth YoY

Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement's mid-pack asset rank among Professional & Technical Services and all filers

Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,184,475 Top 36% higher than 64% of 127,068 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 2023

Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement reported net income rose from -$5M in the plan year 2022 filing to $830K in the plan year 2023 filing.
  • Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement reported participants fell from 15 in the plan year 2022 filing to 7 in the plan year 2023 filing.
  • Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860651718 · Bosse Rollman PC PY 2023 · 401(k)

Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement · $13M · 7 · 64th

  • NET $13M
  • BOOK 7
  • VS-ST 64th
  • BOY 401(k)
  • SCH near Physicians Laboratory Profit Sharing 401(k) Retirement Plan
  • EBSA ind #12958

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement in the asset neighbourhood

Mccluskey Chevrolet, Inc. 401(k) Profit Sharing PlanMccluskey Chevrolet, Inc. 40…$13MBosse' Rollman PC 401(k) Profit Sharing Plan & Trust AgreementBosse' Rollman PC 401(k) Pro…$13MPhysicians Laboratory Profit Sharing 401(k) Retirement PlanPhysicians Laboratory Profit…$13MTaher, Inc. 401(k) Plan$13MDirect Source, Inc. Retirement PlanDirect Source, Inc. Retireme…$13M
End-of-year total assets ($M) among Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bosse Rollman PC multi-year asset trail

Sponsor-wide plan assets over time

All Bosse Rollman PC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 15.795784701951558% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.4M $14.3M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 15 $12M
2023 1 7 $13M
2024 1 7 $14M

Bosse Rollman PC filing trail (2023)

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$830K
Employer EIN860651718
Plan Effective Date1990-03-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement, Total assets ($B): 0.013184475 · Participants: 7Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust AgreementBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement side-by-side with 3 peers →

Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Physicians Laboratory Profit Sharing 401(k) Retirement Plan in NE ($13M); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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.

Frequently Asked Questions

How did Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement assets move in 2023? ▼
Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement grew at a solid clip - up 6.7% during 2023, from $12M to $13M. Reported net income was $830K.
How have Bosse Rollman PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bosse Rollman PC's sponsor-wide assets grew 15.8%, from $12M to $14M.
Which 401(k) plans are similar in size to Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement? ▼
Among 401(k) plans in other states, the closest by assets is Physicians Laboratory Profit Sharing 401(k) Retirement Plan in NE ($13M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860651718.

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.