401(k) · DOL Form 5500 · 2023

Roush Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
327
Participants Below avg headcount
73rd
Percentile by assets National rank
$61,655
Avg per participant Low balance/head
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Official DOL plan name: Roush Holdings, Inc. 401(k) Plan · Sponsored by Roush Holdings, Inc. · Ohio · Retail Trade

$20M in assets, 327 participants

Roush Holdings, Inc.'s Roush Holdings, Inc. 401(k) Plan reported $20M in total assets and 327 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,969 in Retail Trade (8,414 peers)

Coverage in Ohio

Roush Holdings, Inc. 401(k) Plan covers 327 participants in Ohio, about 43% of the average Ohio filer (state average ~765 per filing). Assets: $20M.

#6,969
in Retail Trade (8,414 peers)
+24.8%
assets growth YoY

Roush Holdings, Inc. 401(k) Plan's outsized position by total assets

Roush Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$20,161,041 Top 27% higher than 73% 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

Roush Holdings, 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. Roush Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (327 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roush Holdings, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Roush Holdings, Inc. 401(k) Plan end-of-year assets rose from $16M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • Roush Holdings, Inc. 401(k) Plan reported participants fell from 352 in the plan year 2022 filing to 327 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 814228008 · Roush Holdings, Inc. PY 2023 · 401(k)

Roush Holdings, Inc. 401(k) Plan · $20M · 327 · 73rd

  • PCT $20M
  • PCT 327
  • PCT 73rd
  • PCT 401(k)
  • PCT near Blue Compass Rv, LLC 401(k) Plan
  • PCT ind #6969

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 Retail Trade retirement plans → · Plans in Ohio →

Roush Holdings, Inc. 401(k) Plan in the asset neighbourhood

Roush Holdings, Inc. 401(k) PlanRoush Holdings, Inc. 401(k) …$20MBlue Compass Rv, LLC 401(k) PlanBlue Compass Rv, LLC 401(k) …$20MBoisset Family Estates, Inc. Retirement Savings PlanBoisset Family Estates, Inc.…$20MMeglobal Americas Inc. Pension PlanMeglobal Americas Inc. Pensi…$20MAutomated Health System 401(k) Retirment PlanAutomated Health System 401(…$20M
End-of-year total assets ($M) among Roush Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN814228008
Plan Effective Date2005-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roush Holdings, Inc.)

Sponsor-wide plan assets over time

All Roush Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$196M 48.508686883221685% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $132M $196M ▲ +48.5%
Year Plans Participants Total Assets
2022 2 702 $132M
2023 2 717 $165M
2024 2 838 $196M

Nearby 401(k) Plans in Ohio

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

Roush Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Roush Holdings, Inc. 401(k) Plan, Total assets ($B): 0.020161041 · Participants: 327Roush Holdings, Inc. 401(k) PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Roush Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Roush Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

Roush Holdings, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Blue Compass Rv, LLC 401(k) Plan in FL ($20M); by covered participants it is Simpson University 403b Plan in CA (327 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (327 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 Roush Holdings, Inc. 401(k) Plan assets move in 2023? ▼
Roush Holdings, Inc. 401(k) Plan grew sharply - up 24.8% during 2023, from $16M to $20M. Reported net income was $4M.
How have Roush Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roush Holdings, Inc.'s sponsor-wide assets grew 48.5%, from $132M to $196M.
Which 401(k) plans are similar in size to Roush Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Blue Compass Rv, LLC 401(k) Plan in FL ($20M, 3,497 participants).
Which 401(k) plans cover a similar participant headcount to Roush Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Simpson University 403b Plan in CA (327 participants, $5M 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 814228008.

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.