401(k) · DOL Form 5500 · 2023

Romo, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets: 117
Participants Small participant base: 55th
Percentile by assets National rank: $70,888
Avg per participant Below avg balance/head

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Official DOL plan name: Romo, Inc. 401(k) Plan · Sponsored by Romo, Inc. · Wisconsin · Manufacturing

$8M in assets, 117 participants

Romo, Inc.'s Romo, Inc. 401(k) Plan reported $8M in total assets and 117 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.

#7,464 in Manufacturing (18,722 peers)

Coverage in Wisconsin

Romo, Inc. 401(k) Plan covers 117 participants in Wisconsin, about 21% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#7,464
in Manufacturing (18,722 peers): +20.3%
assets growth YoY

Romo, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

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

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

$8,293,853 Top 45% higher than 55% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Romo, 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. Romo, Inc. 401(k) Plan sits mid-pack in the medium band (117 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Romo, Inc. 401(k) Plan reported net income rose from -$925K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Romo, Inc. 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Romo, Inc. 401(k) Plan reported participants rose from 105 in the plan year 2022 filing to 117 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390915013 · Romo, Inc. PY 2023 · 401(k)

Romo, Inc. 401(k) Plan · $8M · 117 · 55th

EBSA $8M
PART 117
TYPE 55th
NET 401(k)
BOOK near Pasadena Center Operating Company 401(k) Plan
VS-ST ind #7464

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 Manufacturing retirement plans → · Plans in Wisconsin →

End-of-year total assets ($M) among Romo, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)	$7M
Net Assets (End of Year)	$8M
Net Income	$1M
Employer EIN	390915013
Plan Effective Date	1987-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Romo, Inc.)

Latest sponsor-wide plan assets: $8M 21.071701647201767% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	105	$7M
2023	1	117	$8M
2024	1	107	$8M

Nearby 401(k) Plans in Wisconsin

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

Romo, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Advocate Aurora Health 401(k) Plan $9.1B · 76,956
Johnson Controls Retirement Savings and Investment Plan $6.2B · 28,904
Fiserv 401(k) Savings Plan $4.8B · 25,280
Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $4.6B · 11,236
Rockwell Automation Retirement Savings Plan $3.6B · 8,877

Compare Romo, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Pasadena Center Operating Company 401(k) Plan in CA ($8M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (117 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Pasadena Center Operating Company 401(k) Plan (CA) $8M · 86
Wilson Partners II, LLC Profit Sharing & 401(k) Plan (MI) $8M · 127
Whitestone Reit Retirement Savings Plan (TX) $8M · 76
Morningstar Senior Living 401(k) Plan (PA) $8M · 343

Similar participant headcount

Nearest other-state filings by covered participants (117 participants); asset peers above are excluded.

Carteret Management Corporation 401(k) Plan (FL) 117 · 0 off
Mid America Pipe 401(k) Plan (KS) 117 · 0 off
Cronin Auto, Inc. 401(k) Plan (OH) 117 · 0 off
The Chilcote Company 401(k) Profit Sharing Plan (OH) 117 · 0 off

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 Romo, Inc. 401(k) Plan assets move in 2023? ▼

Romo, Inc. 401(k) Plan grew sharply - up 20.3% during 2023, from $7M to $8M. Reported net income was $1M.

How have Romo, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Romo, Inc.'s sponsor-wide assets grew 21.1%, from $7M to $8M.

Which 401(k) plans are similar in size to Romo, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Pasadena Center Operating Company 401(k) Plan in CA ($8M, 86 participants).

Which 401(k) plans cover a similar participant headcount to Romo, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (117 participants, $673K 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 390915013.