401(k) · DOL Form 5500 · 2023

Paul E Roman PA 401(k) Plan

Data updated 2026-08-25

$854K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$426,899
Avg per participant High balance/head
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Official DOL plan name: Paul E Roman PA 401(k) Profit Sharing Plan & Trust · Sponsored by Paul E Roman PA · Florida · Professional & Technical Services

$854K in assets, 2 participants

Paul E Roman PA's Paul E Roman PA 401(k) Profit Sharing Plan & Trust reported $854K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,531 in Professional & Technical Services (20,321 peers)

Paul E Roman PA multi-year trail

Paul E Roman PA's plans moved +27.3% in assets from 2022 to 2024; this filing shows Paul E Roman PA 401(k) Profit Sharing Plan & Trust at $854K / 2 participants.

#3,531
in Professional & Technical Services (20,321 peers)
+11.2%
assets growth YoY

Paul E Roman PA 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Paul E Roman PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$853,798 22nd percentile higher than 22% 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

Paul E Roman PA 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paul E Roman PA 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Paul E Roman PA 401(k) Profit Sharing Plan & Trust reported net income rose from -$17K in the plan year 2022 filing to $86K in the plan year 2023 filing.
  • Paul E Roman PA 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $768K in the plan year 2022 filing to $854K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 651090350 · Paul E Roman PA PY 2023 · 401(k)

Paul E Roman PA 401(k) Profit Sharing Plan & Trust · $854K · 2 · 22nd

  • SCH $854K
  • EBSA 2
  • PART 22nd
  • TYPE 401(k)
  • NET near Hocking & Schulenberg, LLC Profit Sharing Plan
  • BOOK ind #3531

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 Florida →

Paul E Roman PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Paul E Roman PA 401(k) Profit Sharing Plan & TrustPaul E Roman PA 401(k) Profi…$854KHocking & Schulenberg, LLC Profit Sharing PlanHocking & Schulenberg, LLC P…$854KSouthern Monument Corporation 401(k) PlanSouthern Monument Corporatio…$854KWheeling Investments, Inc. 401(k) PlanWheeling Investments, Inc. 4…$854KJ&m Marx, Inc. 401(k) Plan$853K
End-of-year total assets ($M) among Paul E Roman PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Paul E Roman PA multi-year asset trail

Sponsor-wide plan assets over time

All Paul E Roman PA plans reported in each filing year

Latest sponsor-wide plan assets
$978K 27.31427514590597% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.77M $0.98M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 2 $768K
2023 1 2 $854K
2024 1 2 $978K

Paul E Roman PA filing trail (2023)

Total Assets (Beginning of Year)$768K
Net Assets (End of Year)$854K
Net Income$86K
Employer EIN651090350
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Paul E Roman PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Paul E Roman PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000853798 · Participants: 2Paul E Roman PA 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Paul E Roman PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Paul E Roman PA 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Paul E Roman PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Hocking & Schulenberg, LLC Profit Sharing Plan in NE ($854K); by covered participants it is Gillian Corporation 401(k) Plan in CO (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($854K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Paul E Roman PA 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Paul E Roman PA 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 11.2% during 2023, from $768K to $854K. Reported net income was $86K.
How have Paul E Roman PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paul E Roman PA's sponsor-wide assets grew 27.3%, from $768K to $978K.
Where does Paul E Roman PA 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Paul E Roman PA 401(k) Profit Sharing Plan & Trust ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Paul E Roman PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Hocking & Schulenberg, LLC Profit Sharing Plan in NE ($854K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Paul E Roman PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gillian Corporation 401(k) Plan in CO (2 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 651090350.

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.