401(k) · DOL Form 5500 · 2023

R & O Construction 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
174
Participants Small participant base
75th
Percentile by assets National rank
$132,898
Avg per participant Near avg balance/head
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Official DOL plan name: R & O Construction Profit Sharing 401(k) Plan · Sponsored by R & O Construction · Utah · Construction

$23M in assets, 174 participants

R & O Construction's R & O Construction Profit Sharing 401(k) Plan reported $23M in total assets and 174 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #6,664 in Construction (9,030 peers)

Coverage in Utah

R & O Construction Profit Sharing 401(k) Plan covers 174 participants in Utah, about 29% of the average Utah filer (state average ~592 per filing). Assets: $23M.

#6,664
in Construction (9,030 peers)
+12.8%
assets growth YoY
0.2×
vs typical plan assets (national mean)

R & O Construction Profit Sharing 401(k) Plan's outsized position by total assets

R & O Construction Profit Sharing 401(k) Plan vs every filed plan by assets

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

$23,124,251 Top 25% higher than 75% 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

R & O Construction Profit Sharing 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. R & O Construction Profit Sharing 401(k) Plan sits mid-pack in the medium band (174 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • R & O Construction Profit Sharing 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • R & O Construction Profit Sharing 401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • R & O Construction Profit Sharing 401(k) Plan reported participants rose from 172 in the plan year 2022 filing to 174 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 870357889 · R & O Construction PY 2023 · 401(k)

R & O Construction Profit Sharing 401(k) Plan · $23M · 174 · 75th

  • ASSETS $23M
  • ASSETS 174
  • ASSETS 75th
  • ASSETS 401(k)
  • ASSETS near Gunvor USA, LLC 401(k) Plan
  • ASSETS ind #6664

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 Construction retirement plans → · Plans in Utah →

R & O Construction Profit Sharing 401(k) Plan in the asset neighbourhood

Union Telephone Company 401(k) PlanUnion Telephone Company 401(…$23MRigidply Rafters, Inc. Employee Savings & Retirement PlanRigidply Rafters, Inc. Emplo…$23MSchimenti Construction Company, LLC 401(k) PlanSchimenti Construction Compa…$23MR & O Construction Profit Sharing 401(k) PlanR & O Construction Profit Sh…$23MGunvor USA, LLC 401(k) Plan$23M
End-of-year total assets ($M) among R & O Construction Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$23M
Net Income$3M
Employer EIN870357889
Plan Effective Date1994-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (R & O Construction)

Sponsor-wide plan assets over time

All R & O Construction plans reported in each filing year

Latest sponsor-wide plan assets
$26M 28.700027979574667% vs 2022
2024 filing year
$18M$20M$22M$24M$26M$28M 202220232024 $20.5M $26.4M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 172 $20M
2023 1 174 $23M
2024 1 166 $26M

Nearby 401(k) Plans in Utah

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

R & O Construction Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants R & O Construction Profit Sharing 401(k) Plan, Total assets ($B): 0.023124251 · Participants: 174R & O Construction Profit Sharing 401(k) PlanIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
R & O Construction Profit Sharing 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare R & O Construction Profit Sharing 401(k) Plan side-by-side with 3 peers →

R & O Construction Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Gunvor USA, LLC 401(k) Plan in TX ($23M); by covered participants it is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (174 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 R & O Construction Profit Sharing 401(k) Plan assets move in 2023? ▼
R & O Construction Profit Sharing 401(k) Plan grew at a solid clip - up 12.8% during 2023, from $20M to $23M. Reported net income was $3M.
How have R & O Construction plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), R & O Construction's sponsor-wide assets grew 28.7%, from $20M to $26M.
Where does R & O Construction Profit Sharing 401(k) Plan rank by assets among Form 5500 filers? ▼
R & O Construction Profit Sharing 401(k) Plan ranks in the 75th 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 R & O Construction Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gunvor USA, LLC 401(k) Plan in TX ($23M, 133 participants).
Which 401(k) plans cover a similar participant headcount to R & O Construction Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Mourier Construction Inc Profit Sharing Plan in CA (174 participants, $24M 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 870357889.

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.