401(k) · DOL Form 5500 · 2023
Roofing Wholesale Co., Inc. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 260
- Participants Below avg headcount
- 50th
- Percentile by assets National rank
- $26,100
- Avg per participant Low balance/head
Official DOL plan name: Roofing Wholesale Co., Inc. 401(k) Plan · Sponsored by Roofing Wholesale Co., Inc. · Arizona · Wholesale Trade
$7M in assets, 260 participants
Roofing Wholesale Co., Inc.'s Roofing Wholesale Co., Inc. 401(k) Plan reported $7M in total assets and 260 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.
- #2,523 in Wholesale Trade (6,309 peers)
Coverage in Arizona
Roofing Wholesale Co., Inc. 401(k) Plan covers 260 participants in Arizona, about 46% of the average Arizona filer (state average ~564 per filing). Assets: $7M.
- #2,523
- in Wholesale Trade (6,309 peers)
- +16.2%
- assets growth YoY
Roofing Wholesale Co., Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers
Roofing Wholesale Co., Inc. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,786,115 Top 50% higher than 50% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Roofing Wholesale Co., Inc. 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roofing Wholesale Co., Inc. 401(k) Plan sits mid-pack in the medium band (260 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Roofing Wholesale Co., Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $975K in the plan year 2023 filing.
- Roofing Wholesale Co., Inc. 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Roofing Wholesale Co., Inc. 401(k) Plan reported participants rose from 239 in the plan year 2022 filing to 260 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 860141918 · Roofing Wholesale Co., Inc. PY 2023 · 401(k)
Roofing Wholesale Co., Inc. 401(k) Plan · $7M · 260 · 50th
- 5500 $7M
- 5500 260
- 5500 50th
- 5500 401(k)
- 5500 near Recurrent Ventures Inc. 401(k) Plan
- 5500 ind #2523
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 Wholesale Trade retirement plans → · Plans in Arizona →
Roofing Wholesale Co., Inc. 401(k) Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $975K |
| Employer EIN | 860141918 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roofing Wholesale Co., Inc.)
Sponsor-wide plan assets over time
All Roofing Wholesale Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 27.167121509429826% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 239 | $6M |
| 2023 | 1 | 260 | $7M |
| 2024 | 1 | 286 | $7M |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
Roofing Wholesale Co., Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Recurrent Ventures Inc. 401(k) Plan in FL ($7M); by covered participants it is Esp, Inc. 401(k) Plan in FL (260 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Recurrent Ventures Inc. 401(k) Plan (FL) $7M · 291
- Golden Retirement Plan (PA) $7M · 2,444
- Community Newspapers, Inc. Retirement Plan for Employees (GA) $7M · 274
- Stone Bank 401(k) Plan (AR) $7M · 116
Similar participant headcount
Nearest other-state filings by covered participants (260 participants); asset peers above are excluded.
- Esp, Inc. 401(k) Plan (FL) 260 · 0 off
- Athenex Inc 401(k) Profit Sharing Plan and Trust (NY) 260 · 0 off
- Assets, Inc. 401(k) Plan (AK) 260 · 0 off
- Dania Entertainment Center,LLC 401(k) Plan (FL) 260 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.