401(k) · DOL Form 5500 · 2023

Roto-Mix, LLC 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
46
Participants Small participant base
40th
Percentile by assets National rank
$84,116
Avg per participant Below avg balance/head
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Official DOL plan name: Roto-Mix, LLC Retirement Plan 2 · Sponsored by Roto-Mix, LLC · Kansas · Manufacturing

$4M in assets, 46 participants

Roto-Mix, LLC's Roto-Mix, LLC Retirement Plan 2 reported $4M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #4,289 in Manufacturing (18,722 peers)

Roto-Mix, LLC multi-year trail

Roto-Mix, LLC's plans moved +40.4% in assets from 2022 to 2024; this filing shows Roto-Mix, LLC Retirement Plan 2 at $4M / 46 participants.

#4,289
in Manufacturing (18,722 peers)
+18.5%
assets growth YoY

Roto-Mix, LLC Retirement Plan 2's mid-pack asset rank among Manufacturing and all filers

Roto-Mix, LLC Retirement Plan 2 vs every filed plan by assets

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

$3,869,329 40th percentile higher than 40% 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

Roto-Mix, LLC Retirement Plan 2 among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roto-Mix, LLC Retirement Plan 2 is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roto-Mix, LLC Retirement Plan 2 reported net income rose from -$1M in the plan year 2022 filing to $573K in the plan year 2023 filing.
  • Roto-Mix, LLC Retirement Plan 2 end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Roto-Mix, LLC Retirement Plan 2 reported participants rose from 39 in the plan year 2022 filing to 46 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 203977759 · Roto-Mix, LLC PY 2023 · 401(k)

Roto-Mix, LLC Retirement Plan 2 · $4M · 46 · 40th

  • TYPE $4M
  • NET 46
  • BOOK 40th
  • VS-ST 401(k)
  • BOY near Brookstone Capital Management LLC 401(k) Plan
  • SCH ind #4289

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 Kansas →

Roto-Mix, LLC Retirement Plan 2 in the asset neighbourhood

Roto-Mix, LLC Retirement Plan 2Roto-Mix, LLC Retirement Pla…$4MBrookstone Capital Management LLC 401(k) PlanBrookstone Capital Managemen…$4MSterling Bv, Inc. 401(k) Plan$4M403(b) Thrift Plan for Employees of Jewish Foundation for Group Homes, Inc.403(b) Thrift Plan for Emplo…$4MElray Manufacturing Company Profit Sharing PlanElray Manufacturing Company …$4M
End-of-year total assets ($M) among Roto-Mix, LLC Retirement Plan 2 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Roto-Mix, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Roto-Mix, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$9M 40.413861581528046% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.44M $9.04M ▲ +40.4%
Year Plans Participants Total Assets
2022 2 88 $6M
2023 2 104 $8M
2024 2 103 $9M

Roto-Mix, LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$573K
Employer EIN203977759
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kansas

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

Roto-Mix, LLC Retirement Plan 2 vs. nearby 401(k) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants Roto-Mix, LLC Retirement Plan 2, Total assets ($B): 0.003869329 · Participants: 46Roto-Mix, LLC Retirement Plan 2Koch Employees' Savings Plan, Total assets ($B): 3.870107696 · Participants: 11911Koch Employees' Savings PlanPerformance Contracting Group, Inc. ESOP/401(k) Plan, Total assets ($B): 2.90283952 · Participants: 1223Performance Contracting Group, Inc. ESOP/401(k) PlanBlack & Veatch Retirement Program, Total assets ($B): 2.732675203 · Participants: 6890Black & Veatch Retirement ProgramGarmin International, Inc. Retirement Plan, Total assets ($B): 1.784810901 · Participants: 6332Garmin International, Inc. Retirement PlanSpirit Aerosystems Holdings, Inc. Retirement & Savings Plan, Total assets ($B): 1.15584277 · Participants: 7704Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan
Roto-Mix, LLC Retirement Plan 2 vs. nearby 401(k) plans in Kansas, assets vs. participants
Compare Roto-Mix, LLC Retirement Plan 2 side-by-side with 3 peers →

Roto-Mix, LLC Retirement Plan 2's out-of-state 401(k) peers by assets and headcount

Outside Kansas, the nearest 401(k) by assets is Brookstone Capital Management LLC 401(k) Plan in IL ($4M); by covered participants it is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Roto-Mix, LLC Retirement Plan 2 assets move in 2023? ▼
Roto-Mix, LLC Retirement Plan 2 grew sharply - up 18.5% during 2023, from $3M to $4M. Reported net income was $573K.
How have Roto-Mix, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roto-Mix, LLC's sponsor-wide assets grew 40.4%, from $6M to $9M.
Which 401(k) plans are similar in size to Roto-Mix, LLC Retirement Plan 2? ▼
Among 401(k) plans in other states, the closest by assets is Brookstone Capital Management LLC 401(k) Plan in IL ($4M, 69 participants).
Which 401(k) plans cover a similar participant headcount to Roto-Mix, LLC Retirement Plan 2? ▼
Among 401(k) plans in other states, the closest by covered participants is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants, $3M 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 203977759.

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.