401(k) · DOL Form 5500 · 2023

Roy Jorgensen Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$32M
Total assets Below avg plan size
950
Participants Near avg headcount
80th
Percentile by assets National rank
$33,560
Avg per participant Low balance/head
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Official DOL plan name: Roy Jorgensen Associates, Inc. Retirement Plan · Sponsored by Roy Jorgensen Associates, Inc. · Maryland · Construction

$32M in assets, 950 participants

Roy Jorgensen Associates, Inc.'s Roy Jorgensen Associates, Inc. Retirement Plan reported $32M in total assets and 950 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.

  • #7,086 in Construction (9,030 peers)

Where Roy Jorgensen Associates, Inc. Retirement Plan sits by assets

Roy Jorgensen Associates, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $32M for 950 participants (~$33,560/participant), up 18.7% in 2023.

#7,086
in Construction (9,030 peers)
+18.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Roy Jorgensen Associates, Inc. Retirement Plan's outsized position by total assets

Roy Jorgensen Associates, Inc. Retirement Plan vs every filed plan by assets

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

$31,882,289 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

Roy Jorgensen Associates, Inc. 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. Roy Jorgensen Associates, Inc. Retirement Plan sits mid-pack in the medium band (950 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roy Jorgensen Associates, Inc. Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Roy Jorgensen Associates, Inc. Retirement Plan end-of-year assets rose from $27M in the plan year 2022 filing to $32M in the plan year 2023 filing.
  • Roy Jorgensen Associates, Inc. Retirement Plan reported participants rose from 840 in the plan year 2022 filing to 950 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 520850711 · Roy Jorgensen Associates, Inc. PY 2023 · 401(k)

Roy Jorgensen Associates, Inc. Retirement Plan · $32M · 950 · 80th

  • EBSA $32M
  • EBSA 950
  • EBSA 80th
  • EBSA 401(k)
  • EBSA near Strata G Profit Sharing Plan
  • EBSA ind #7086

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 Maryland →

Roy Jorgensen Associates, Inc. Retirement Plan in the asset neighbourhood

Lift, Inc. Employee 401(k) Incentive Savings & PspLift, Inc. Employee 401(k) I…$32MRoy Jorgensen Associates, Inc. Retirement PlanRoy Jorgensen Associates, In…$32MStrata G Profit Sharing Plan$32MC & K Market, Inc. 401(k) PlanC & K Market, Inc. 401(k) Pl…$32MGeorge E. Warren Employees Profit Sharing PlanGeorge E. Warren Employees P…$32M
End-of-year total assets ($M) among Roy Jorgensen Associates, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$32M
Net Income$5M
Employer EIN520850711
Plan Effective Date1979-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roy Jorgensen Associates, Inc.)

Sponsor-wide plan assets over time

All Roy Jorgensen Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 31.644881480533655% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.9M $35.4M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 840 $27M
2023 1 950 $32M
2024 1 1,007 $35M

Nearby 401(k) Plans in Maryland

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

Roy Jorgensen Associates, Inc. Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Roy Jorgensen Associates, Inc. Retirement Plan, Total assets ($B): 0.031882289 · Participants: 950Roy Jorgensen Associates, Inc. Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Roy Jorgensen Associates, Inc. Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Roy Jorgensen Associates, Inc. Retirement Plan side-by-side with 3 peers →

Roy Jorgensen Associates, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Strata G Profit Sharing Plan in TN ($32M); by covered participants it is Avi Foodsystems, Inc. 401(k) Plan a in OH (950 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($32M here).

Similar participant headcount

Nearest other-state filings by covered participants (950 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 Roy Jorgensen Associates, Inc. Retirement Plan assets move in 2023? ▼
Roy Jorgensen Associates, Inc. Retirement Plan grew sharply - up 18.7% during 2023, from $27M to $32M. Reported net income was $5M.
How have Roy Jorgensen Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roy Jorgensen Associates, Inc.'s sponsor-wide assets grew 31.6%, from $27M to $35M.
Where does Roy Jorgensen Associates, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Roy Jorgensen Associates, Inc. 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 Roy Jorgensen Associates, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Strata G Profit Sharing Plan in TN ($32M, 251 participants).
Which 401(k) plans cover a similar participant headcount to Roy Jorgensen Associates, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Avi Foodsystems, Inc. 401(k) Plan a in OH (950 participants, $5M 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 520850711.

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.