401(k) · DOL Form 5500 · 2023
Roetzel & Andress, L.P.a. 401(k) Plan
Data updated 2026-08-11
- $107M
- Total assets
- 289
- Participants
- 92nd
- Percentile by assets
- $370,010
- Avg per participant
Official DOL plan name: The Roetzel & Andress 401(k) Plan · Sponsored by Roetzel & Andress, L.P.a. · Ohio · Professional & Technical Services
$107M in assets, 289 participants
Roetzel & Andress, L.P.a.'s The Roetzel & Andress 401(k) Plan reported $107M in total assets and 289 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- 92nd percentile by assets (of 127,072 plans)
- #18,862 in Professional & Technical Services (20,321 peers)
Coverage in Ohio
The Roetzel & Andress 401(k) Plan covers 289 participants in Ohio, about 38% of the average Ohio filer (state average ~765 per filing). Assets: $107M.
- $107M
- total plan assets (2023 EOY)
- 289
- covered participants
- 92nd
- percentile by assets (of 127,072 plans)
- $370,010
- avg assets per participant
Where The Roetzel & Andress 401(k) Plan sits by total assets
The Roetzel & Andress 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$106,932,757 Top 8% higher than 92% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Roetzel & Andress 401(k) Plan reported net income rose from -$23M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- The Roetzel & Andress 401(k) Plan end-of-year assets rose from $92M in the plan year 2022 filing to $107M in the plan year 2023 filing.
Participants vs Ohio filers
In Ohio, the average filing covers about 765 participants across 5,089 plans. The Roetzel & Andress 401(k) Plan reports 289 participants - about 38% of that state average ($107M EOY assets).
Ohio filing particulars
| Total Assets (Beginning of Year) | $92M |
|---|---|
| Net Assets (End of Year) | $107M |
| Net Income | $15M |
| Employer EIN | 341245415 |
| Plan Effective Date | 1986-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roetzel & Andress, L.P.a.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 288 | $92M |
| 2023 | 1 | 289 | $107M |
| 2024 | 1 | 304 | $139M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Retirement Savings Plan $19.5B · 59,766
- The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
- The Progressive 401(k) Plan $9.2B · 56,176
- The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
- Nationwide Savings Plan $7.6B · 24,715
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Roetzel & Andress 401(k) Plan by total assets, not by location.
- Northgate Gonzalez Markets, Inc. 401(k) Retirement Savings Plan (CA) $107M · 5,446
- Icc Employees 401(k) Profit Sharing Plan (IL) $107M · 688
- Keker, Van Nest & Peters LLP Retirement Plan (CA) $107M · 127
- Costco Puerto Rico Retirement Plan (WA) $107M · 1,548
Frequently Asked Questions
How did The Roetzel & Andress 401(k) Plan assets move in 2023? ▼
How have Roetzel & Andress, L.P.a. plan assets changed over time? ▼
Where does The Roetzel & Andress 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Roetzel & Andress 401(k) Plan? ▼
Next read for The Roetzel & Andress 401(k) Plan
Filing takeaways
Ways to act on The Roetzel & Andress 401(k) Plan's numbers.
- By total assets, The Roetzel & Andress 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Ohio. Compare plans
- Roetzel & Andress, L.P.a.'s sponsor-wide assets have grown 51.6% since 2022 across 3 plan years on file. More Professional & Technical Services plans