401(k) · DOL Form 5500 · 2023

Roamforth Incorporated 401(k) Plan

Data updated 2026-08-25

$384K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$192,162
Avg per participant Above avg balance/head
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Official DOL plan name: Roamforth Incorporated 401(k) Profit Sharing Plan · Sponsored by Roamforth Incorporated · North Carolina · Other Services

$384K in assets, 2 participants

Roamforth Incorporated's Roamforth Incorporated 401(k) Profit Sharing Plan reported $384K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,689 in Other Services (7,857 peers)

Roamforth Incorporated multi-year trail

Roamforth Incorporated's plans moved -43.1% in assets from 2022 to 2024; this filing shows Roamforth Incorporated 401(k) Profit Sharing Plan at $384K / 2 participants.

#2,689
in Other Services (7,857 peers)
-6.5%
assets change YoY

The plan reported a net loss of $27K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roamforth Incorporated 401(k) Profit Sharing Plan among the smaller filed plans by assets

Roamforth Incorporated 401(k) Profit Sharing Plan vs every filed plan by assets

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

$384,324 16th percentile higher than 16% 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

Roamforth Incorporated 401(k) Profit Sharing 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. Roamforth Incorporated 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roamforth Incorporated 401(k) Profit Sharing Plan reported net income rose from -$116K in the plan year 2022 filing to -$27K in the plan year 2023 filing.
  • Roamforth Incorporated 401(k) Profit Sharing Plan end-of-year assets fell from $411K in the plan year 2022 filing to $384K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 853705881 · Roamforth Incorporated PY 2023 · 401(k)

Roamforth Incorporated 401(k) Profit Sharing Plan · $384K · 2 · 16th

  • PART $384K
  • PART 2
  • PART 16th
  • PART 401(k)
  • PART near J&m Gann, Inc. Retirement Plan
  • PART ind #2689

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 North Carolina →

Roamforth Incorporated 401(k) Profit Sharing Plan in the asset neighbourhood

Roamforth Incorporated 401(k) Profit Sharing PlanRoamforth Incorporated 401(k…$384KJ&m Gann, Inc. Retirement PlanJ&m Gann, Inc. Retirement Pl…$384KPeyton-Wright Gallery, Inc. 401(k) Profit Sharing PlanPeyton-Wright Gallery, Inc. …$384KVerodana Inc Employees Profit Sharing PlanVerodana Inc Employees Profi…$384KFlores Acquisitions, Inc. 401(k) PlanFlores Acquisitions, Inc. 40…$384K
End-of-year total assets ($M) among Roamforth Incorporated 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Roamforth Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Roamforth Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$234K 43.060119124346066% vs 2022
2024 filing year
$0.2M$0.3M$0.4M$0.5M 202220232024 $0.41M $0.23M ▼ -43.9%
Year Plans Participants Total Assets
2022 1 2 $411K
2023 1 2 $384K
2024 1 2 $234K

Roamforth Incorporated filing trail (2023)

Total Assets (Beginning of Year)$411K
Net Assets (End of Year)$384K
Net Income-$27K
Employer EIN853705881
Plan Effective Date2020-11-13
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Roamforth Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Roamforth Incorporated 401(k) Profit Sharing Plan, Total assets ($B): 0.000384324 · Participants: 2Roamforth Incorporated 401(k) Profit Sharing 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
Roamforth Incorporated 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Roamforth Incorporated 401(k) Profit Sharing Plan side-by-side with 3 peers →

Roamforth Incorporated 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is J&m Gann, Inc. Retirement Plan in FL ($384K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

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 Roamforth Incorporated 401(k) Profit Sharing Plan assets move in 2023? ▼
Roamforth Incorporated 401(k) Profit Sharing Plan pulled back noticeably - down 6.5% during 2023, from $411K to $384K. Reported net income was -$27K.
How have Roamforth Incorporated plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roamforth Incorporated's sponsor-wide assets declined 43.1%, from $411K to $234K.
Where does Roamforth Incorporated 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Roamforth Incorporated 401(k) Profit Sharing Plan ranks in the 16th 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 Roamforth Incorporated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is J&m Gann, Inc. Retirement Plan in FL ($384K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Roamforth Incorporated 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (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 853705881.

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.