401(k) · DOL Form 5500 · 2023

Roi Revolution, Inc 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
116
Participants Small participant base
59th
Percentile by assets National rank
$88,225
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Roi Revolution, Inc 401(k) Plan · Sponsored by Roi Revolution, Inc · North Carolina · Professional & Technical Services

$10M in assets, 116 participants

Roi Revolution, Inc's Roi Revolution, Inc 401(k) Plan reported $10M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,753 in Professional & Technical Services (20,321 peers)

Coverage in North Carolina

Roi Revolution, Inc 401(k) Plan covers 116 participants in North Carolina, about 14% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.

#11,753
in Professional & Technical Services (20,321 peers)
+33.4%
assets growth YoY

Roi Revolution, Inc 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Roi Revolution, Inc 401(k) Plan vs every filed plan by assets

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

$10,234,093 Top 41% higher than 59% 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

Roi Revolution, 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. Roi Revolution, Inc 401(k) Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roi Revolution, Inc 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Roi Revolution, Inc 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Roi Revolution, Inc 401(k) Plan reported participants fell from 121 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 261645011 · Roi Revolution, Inc PY 2023 · 401(k)

Roi Revolution, Inc 401(k) Plan · $10M · 116 · 59th

  • ASSETS $10M
  • ASSETS 116
  • ASSETS 59th
  • ASSETS 401(k)
  • ASSETS near Kobelco Construction Machinery USA, Inc. 401(k) Plan
  • ASSETS ind #11753

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 North Carolina →

Roi Revolution, Inc 401(k) Plan in the asset neighbourhood

Roi Revolution, Inc 401(k) PlanRoi Revolution, Inc 401(k) P…$10MKobelco Construction Machinery USA, Inc. 401(k) PlanKobelco Construction Machine…$10MFabricated Metals, LLC 401(k) Profit Sharing PlanFabricated Metals, LLC 401(k…$10MTech USA Government Solutions LLC 401(k) PlanTech USA Government Solution…$10MAsb Property Management, Inc. 401(k) PlanAsb Property Management, Inc…$10M
End-of-year total assets ($M) among Roi Revolution, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN261645011
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roi Revolution, Inc)

Sponsor-wide plan assets over time

All Roi Revolution, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 44.40698819410978% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.67M $11.1M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 121 $8M
2023 1 116 $10M
2024 1 109 $11M

Nearby 401(k) Plans in North Carolina

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

Roi Revolution, Inc 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Roi Revolution, Inc 401(k) Plan, Total assets ($B): 0.010234093 · Participants: 116Roi Revolution, Inc 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Roi Revolution, Inc 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Roi Revolution, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Kobelco Construction Machinery USA, Inc. 401(k) Plan in TX ($10M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.

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 Roi Revolution, Inc 401(k) Plan assets move in 2023?
Roi Revolution, Inc 401(k) Plan surged - up 33.4% during 2023, from $8M to $10M. Reported net income was $3M.
How have Roi Revolution, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Roi Revolution, Inc's sponsor-wide assets grew 44.4%, from $8M to $11M.
Which 401(k) plans are similar in size to Roi Revolution, Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Kobelco Construction Machinery USA, Inc. 401(k) Plan in TX ($10M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Roi Revolution, Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants, N/A in assets).