401(k) · DOL Form 5500 · 2023

Rockingham Insurance Company 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
138
Participants Small participant base
71st
Percentile by assets National rank
$132,489
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rockingham Group Retirement Plan · Sponsored by Rockingham Insurance Company · Virginia · Finance & Insurance

$18M in assets, 138 participants

Rockingham Insurance Company's Rockingham Group Retirement Plan reported $18M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,063 in Finance & Insurance (8,869 peers)

Coverage in Virginia

Rockingham Group Retirement Plan covers 138 participants in Virginia, about 18% of the average Virginia filer (state average ~782 per filing). Assets: $18M.

#5,063
in Finance & Insurance (8,869 peers)
+10.9%
assets growth YoY

Rockingham Group Retirement Plan's outsized position by total assets

Rockingham Group Retirement Plan vs every filed plan by assets

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

$18,283,490 Top 29% higher than 71% 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

Rockingham Group Retirement 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. Rockingham Group Retirement Plan sits mid-pack in the medium band (138 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rockingham Group Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Rockingham Group Retirement Plan reported participants rose from 120 in the plan year 2022 filing to 138 in the plan year 2023 filing.
  • Rockingham Group Retirement Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 540837857 · Rockingham Insurance Company PY 2023 · 401(k)

Rockingham Group Retirement Plan · $18M · 138 · 71st

  • PHOTO $18M
  • IND 138
  • EOY 71st
  • 5500 401(k)
  • ASSETS near United Masters Inc 401(k) Plan
  • PCT ind #5063

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 Finance & Insurance retirement plans → · Plans in Virginia →

Rockingham Group Retirement Plan in the asset neighbourhood

Rockingham Group Retirement PlanRockingham Group Retirement …$18MUnited Masters Inc 401(k) PlanUnited Masters Inc 401(k) Pl…$18MTech USA, LLC 401 K Plan$18MDavis-Moore Automotive, Inc. Salary Deferral 401(k) Profit Sharing PlanDavis-Moore Automotive, Inc.…$18MArion Blue Retirement Plan$18M
End-of-year total assets ($M) among Rockingham Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN540837857
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rockingham Insurance Company)

Sponsor-wide plan assets over time

All Rockingham Insurance Company plans reported in each filing year

Latest sponsor-wide plan assets
$18M 11.020412596296678% vs 2022
2024 filing year
$16M$17M$18M$19M 202220232024 $16.5M $18.3M ▲ +11.0%
Year Plans Participants Total Assets
2022 1 120 $16M
2023 1 138 $18M
2024 1 109 $18M

Nearby 401(k) Plans in Virginia

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

Rockingham Group Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Rockingham Group Retirement Plan, Total assets ($B): 0.01828349 · Participants: 138Rockingham Group Retirement PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Rockingham Group Retirement Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Rockingham Group Retirement Plan side-by-side with 3 peers →

Rockingham Group Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is United Masters Inc 401(k) Plan in NY ($18M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Similar participant headcount

Nearest other-state filings by covered participants (138 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 Rockingham Group Retirement Plan assets move in 2023? ▼
Rockingham Group Retirement Plan grew at a solid clip - up 10.9% during 2023, from $16M to $18M. Reported net income was $2M.
How have Rockingham Insurance Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rockingham Insurance Company's sponsor-wide assets grew 11.0%, from $16M to $18M.
Which 401(k) plans are similar in size to Rockingham Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is United Masters Inc 401(k) Plan in NY ($18M, 331 participants).
Which 401(k) plans cover a similar participant headcount to Rockingham Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants, $28M 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 540837857.

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.