401(k) · DOL Form 5500 · 2023

Rood, Riddle & Partners, P.S.C. 401(k) Plan

Data updated 2026-08-25

$31M
Total assets Below avg plan size
284
Participants Below avg headcount
80th
Percentile by assets National rank
$109,159
Avg per participant Below avg balance/head
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Official DOL plan name: Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan · Sponsored by Rood, Riddle & Partners, P.S.C. · Kentucky · Professional & Technical Services

$31M in assets, 284 participants

Rood, Riddle & Partners, P.S.C.'s Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan reported $31M in total assets and 284 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.

  • #16,307 in Professional & Technical Services (20,321 peers)

Coverage in Kentucky

Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan covers 284 participants in Kentucky, about 44% of the average Kentucky filer (state average ~647 per filing). Assets: $31M.

#16,307
in Professional & Technical Services (20,321 peers)
+14.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan's outsized position by total assets

Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan vs every filed plan by assets

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

$31,001,090 Top 20% higher than 80% 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

Rood, Riddle & Partners, P.S.C. Savings and Retirement 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. Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan sits mid-pack in the medium band (284 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $31M in the plan year 2023 filing.
  • Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan reported participants rose from 257 in the plan year 2022 filing to 284 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 610993798 · Rood, Riddle & Partners, P.S.C. PY 2023 · 401(k)

Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan · $31M · 284 · 80th

  • EBSA $31M
  • PART 284
  • TYPE 80th
  • NET 401(k)
  • BOOK near Ecco Safety Group 401(k) Plan
  • VS-ST ind #16307

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 Professional & Technical Services retirement plans → · Plans in Kentucky →

Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan in the asset neighbourhood

Rood, Riddle & Partners, P.S.C. Savings and Retirement PlanRood, Riddle & Partners, P.S…$31MEcco Safety Group 401(k) Plan$31MEmsl Analytical, Inc. 401(k) Retirement PlanEmsl Analytical, Inc. 401(k)…$31M1 Source Business Solutions 401(k) Plan1 Source Business Solutions …$31MCapitol Federal 401(k) Plan$31M
End-of-year total assets ($M) among Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$31M
Net Income$4M
Employer EIN610993798
Plan Effective Date1981-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rood, Riddle & Partners, P.S.C.)

Sponsor-wide plan assets over time

All Rood, Riddle & Partners, P.S.C. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 41.15585347581165% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $27M $38.1M ▲ +41.2%
Year Plans Participants Total Assets
2022 1 257 $27M
2023 1 284 $31M
2024 1 328 $38M

Nearby 401(k) Plans in Kentucky

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

Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan, Total assets ($B): 0.03100109 · Participants: 284Rood, Riddle & Partners, P.S.C. Savings and Retirement PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan side-by-side with 3 peers →

Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Ecco Safety Group 401(k) Plan in ID ($31M); by covered participants it is W D Partners Profit Sharing Plan in OH (284 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($31M here).

Similar participant headcount

Nearest other-state filings by covered participants (284 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 Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan assets move in 2023? ▼
Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan grew at a solid clip - up 14.7% during 2023, from $27M to $31M. Reported net income was $4M.
How have Rood, Riddle & Partners, P.S.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rood, Riddle & Partners, P.S.C.'s sponsor-wide assets grew 41.2%, from $27M to $38M.
Where does Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan rank by assets among Form 5500 filers? ▼
Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan ranks in the 80th 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 Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ecco Safety Group 401(k) Plan in ID ($31M, 221 participants).
Which 401(k) plans cover a similar participant headcount to Rood, Riddle & Partners, P.S.C. Savings and Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is W D Partners Profit Sharing Plan in OH (284 participants, $34M 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 610993798.

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.