401(k) · DOL Form 5500 · 2023

Rowe Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
188
Participants Below avg headcount
55th
Percentile by assets National rank
$46,111
Avg per participant Low balance/head
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Official DOL plan name: Rowe Enterprises, Inc. 401(k) Plan · Sponsored by Rowe Enterprises, Inc. · Arizona · Retail Trade

$9M in assets, 188 participants

Rowe Enterprises, Inc.'s Rowe Enterprises, Inc. 401(k) Plan reported $9M in total assets and 188 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,553 in Retail Trade (8,414 peers)

Coverage in Arizona

Rowe Enterprises, Inc. 401(k) Plan covers 188 participants in Arizona, about 33% of the average Arizona filer (state average ~564 per filing). Assets: $9M.

#5,553
in Retail Trade (8,414 peers)
+14.5%
assets growth YoY

Rowe Enterprises, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Rowe Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$8,668,960 Top 45% higher than 55% 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

Rowe Enterprises, 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. Rowe Enterprises, Inc. 401(k) Plan sits mid-pack in the medium band (188 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rowe Enterprises, Inc. 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Rowe Enterprises, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Rowe Enterprises, Inc. 401(k) Plan reported participants rose from 182 in the plan year 2022 filing to 188 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 860175332 · Rowe Enterprises, Inc. PY 2023 · 401(k)

Rowe Enterprises, Inc. 401(k) Plan · $9M · 188 · 55th

  • IND $9M
  • IND 188
  • IND 55th
  • IND 401(k)
  • IND near Astar Capital Management, Inc. 401(k) Profit Sharing Plan
  • IND ind #5553

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 Arizona →

Rowe Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Rowe Enterprises, Inc. 401(k) PlanRowe Enterprises, Inc. 401(k…$9MAstar Capital Management, Inc. 401(k) Profit Sharing PlanAstar Capital Management, In…$9MWeaver Street Market Retirement TrustWeaver Street Market Retirem…$9MCardenas Markets LLC 401(k) PlanCardenas Markets LLC 401(k) …$9MCmswillowbrook, Inc. 401(k) PlanCmswillowbrook, Inc. 401(k) …$9M
End-of-year total assets ($M) among Rowe Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN860175332
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rowe Enterprises, Inc.)

Sponsor-wide plan assets over time

All Rowe Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 26.83558442855056% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.57M $9.6M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 182 $8M
2023 1 188 $9M
2024 1 194 $10M

Nearby 401(k) Plans in Arizona

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

Rowe Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Rowe Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.00866896 · Participants: 188Rowe Enterprises, Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Rowe Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Rowe Enterprises, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Astar Capital Management, Inc. 401(k) Profit Sharing Plan in WI ($9M); by covered participants it is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (188 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 Rowe Enterprises, Inc. 401(k) Plan assets move in 2023? ▼
Rowe Enterprises, Inc. 401(k) Plan grew at a solid clip - up 14.5% during 2023, from $8M to $9M. Reported net income was $1M.
How have Rowe Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rowe Enterprises, Inc.'s sponsor-wide assets grew 26.8%, from $8M to $10M.
Which 401(k) plans are similar in size to Rowe Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Astar Capital Management, Inc. 401(k) Profit Sharing Plan in WI ($9M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Rowe Enterprises, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantmed 401(k) and Profit Sharing Plan in CA (188 participants, $844K 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 860175332.

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.