Profit Sharing · DOL Form 5500 · 2023
Nicholas Roman Enterprises Inc. Profit Sharing Plan
Data updated 2026-08-25
- $253K
- Total assets Small plan by assets
- 1
- Participants Small participant base
- 12th
- Percentile by assets National rank
- $252,582
- Avg per participant Above avg balance/head
Official DOL plan name: Nicholas Roman Enterprises Inc. Retirement Plan · Sponsored by Nicholas Roman Enterprises Inc. · Iowa · Other Services
$253K in assets, 1 participants
Nicholas Roman Enterprises Inc.'s Nicholas Roman Enterprises Inc. Retirement Plan reported $253K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 12th 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.
- #2,108 in Other Services (7,857 peers)
Nicholas Roman Enterprises Inc. multi-year trail
Nicholas Roman Enterprises Inc.'s plans moved +16735.6% in assets from 2022 to 2024; this filing shows Nicholas Roman Enterprises Inc. Retirement Plan at $253K / 1 participant.
- #2,108
- in Other Services (7,857 peers)
- +4456.0%
- assets growth YoY
Nicholas Roman Enterprises Inc. Retirement Plan among the smaller filed plans by assets
Nicholas Roman Enterprises Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$252,582 12th percentile higher than 12% 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
Nicholas Roman Enterprises Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nicholas Roman Enterprises Inc. Retirement Plan is a micro filing (1 participant), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Nicholas Roman Enterprises Inc. Retirement Plan end-of-year assets rose from $6K in the plan year 2022 filing to $253K in the plan year 2023 filing.
- Nicholas Roman Enterprises Inc. Retirement Plan reported net income rose from -$259K in the plan year 2022 filing to $247K in the plan year 2023 filing.
- Nicholas Roman Enterprises Inc. Retirement Plan reported participants fell from 15 in the plan year 2022 filing to 1 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 862848716 · Nicholas Roman Enterprises Inc. PY 2023 · Profit Sharing
Nicholas Roman Enterprises Inc. Retirement Plan · $253K · 1 · 12th
- NET $253K
- NET 1
- NET 12th
- NET Profit Sharing
- NET near Top Tier Training & Development Inc. Profit Sharing Plan
- NET ind #2108
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 Other Services retirement plans → · Plans in Iowa →
Nicholas Roman Enterprises Inc. Retirement Plan in the asset neighbourhood
Nicholas Roman Enterprises Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Nicholas Roman Enterprises Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $933K 16735.6240981241% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $6K |
| 2023 | 1 | 1 | $253K |
| 2024 | 1 | 5 | $933K |
Nicholas Roman Enterprises Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $6K |
|---|---|
| Net Assets (End of Year) | $253K |
| Net Income | $247K |
| Employer EIN | 862848716 |
| Plan Effective Date | 2021-03-31 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Iowa
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Medtec LLC 401(k) Retirement Plan $26M · 144
- Liberty Pattern Company Profit Sharing Plan $23M · 13
- Newton Clinic, P.C. Profit Sharing Plan $18M · 42
- Palmer Lutheran Health Center, Inc. 403(b) Plan $18M · 214
- Ts Banking Group Savings Plan $17M · 247
Nicholas Roman Enterprises Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Iowa, the nearest Profit Sharing by assets is Top Tier Training & Development Inc. Profit Sharing Plan in WA ($253K); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($253K here).
Similar participant headcount
Nearest other-state filings by covered participants (1 participant); 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.