401(k) · DOL Form 5500 · 2023

Rotary Corporation 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
512
Participants Below avg headcount
78th
Percentile by assets National rank
$53,239
Avg per participant Low balance/head
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Official DOL plan name: Rotary Corporation 401(k) Profit Sharing Plan · Sponsored by Rotary Corporation · Georgia · Wholesale Trade

$27M in assets, 512 participants

Rotary Corporation's Rotary Corporation 401(k) Profit Sharing Plan reported $27M in total assets and 512 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,833 in Wholesale Trade (6,309 peers)

Coverage in Georgia

Rotary Corporation 401(k) Profit Sharing Plan covers 512 participants in Georgia, about 47% of the average Georgia filer (state average ~1,096 per filing). Assets: $27M.

#4,833
in Wholesale Trade (6,309 peers)
+13.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rotary Corporation 401(k) Profit Sharing Plan's outsized position by total assets

Rotary Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$27,258,534 Top 22% higher than 78% 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

Rotary Corporation 401(k) Profit Sharing 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. Rotary Corporation 401(k) Profit Sharing Plan sits mid-pack in the medium band (512 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rotary Corporation 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Rotary Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 580959394 · Rotary Corporation PY 2023 · 401(k)

Rotary Corporation 401(k) Profit Sharing Plan · $27M · 512 · 78th

  • IND $27M
  • IND 512
  • IND 78th
  • IND 401(k)
  • IND near Three-Z Printing Co. Retirement Savings Plan
  • IND ind #4833

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 Wholesale Trade retirement plans → · Plans in Georgia →

Rotary Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Rotary Corporation 401(k) Profit Sharing PlanRotary Corporation 401(k) Pr…$27MThree-Z Printing Co. Retirement Savings PlanThree-Z Printing Co. Retirem…$27MMullins Cheese, Inc. Profit Sharing PlanMullins Cheese, Inc. Profit …$27MTeacher Created Materials, Inc. 401(k) Profit Sharing PlanTeacher Created Materials, I…$27MProretire Savings Plan$27M
End-of-year total assets ($M) among Rotary Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN580959394
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rotary Corporation)

Sponsor-wide plan assets over time

All Rotary Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$28M 16.885842268777843% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $24M $28.1M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 512 $24M
2023 1 512 $27M
2024 1 491 $28M

Nearby 401(k) Plans in Georgia

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

Rotary Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Rotary Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.027258534 · Participants: 512Rotary Corporation 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Rotary Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Rotary Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Georgia, the nearest 401(k) by assets is Three-Z Printing Co. Retirement Savings Plan in IL ($27M); by covered participants it is Hitchiner Manufacturing Co., Inc. 401(k) Retirement Savings Plan in NH (512 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 Rotary Corporation 401(k) Profit Sharing Plan assets move in 2023? ▼
Rotary Corporation 401(k) Profit Sharing Plan grew at a solid clip - up 13.5% during 2023, from $24M to $27M. Reported net income was $3M.
How have Rotary Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rotary Corporation's sponsor-wide assets grew 16.9%, from $24M to $28M.
Where does Rotary Corporation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Rotary Corporation 401(k) Profit Sharing Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Rotary Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Three-Z Printing Co. Retirement Savings Plan in IL ($27M, 275 participants).
Which 401(k) plans cover a similar participant headcount to Rotary Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hitchiner Manufacturing Co., Inc. 401(k) Retirement Savings Plan in NH (512 participants, $52M 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 580959394.

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.