401(k) · DOL Form 5500 · 2023
Roetzel & Andress, L.P.a. 401(k) Plan
Data updated 2026-08-25
- $107M
- Total assets Near avg plan size
- 289
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $370,010
- Avg per participant High balance/head
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.
- #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.
- #18,862
- in Professional & Technical Services (20,321 peers)
- +16.7%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
The Roetzel & Andress 401(k) Plan's outsized position 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
The Roetzel & Andress 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. The Roetzel & Andress 401(k) Plan sits mid-pack in the medium band (289 participants).
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.
DOL schedule card
Filing strip 341245415 · Roetzel & Andress, L.P.a. PY 2023 · 401(k)
The Roetzel & Andress 401(k) Plan · $107M · 289 · 92nd
- PART $107M
- TYPE 289
- NET 92nd
- BOOK 401(k)
- VS-ST near Northgate Gonzalez Markets, Inc. 401(k) Retirement Savings Plan
- BOY ind #18862
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 Ohio →
The Roetzel & Andress 401(k) Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Roetzel & Andress, L.P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $139M 51.64052577720859% vs 2022
- 2024 filing year
| 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
The Roetzel & Andress 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Northgate Gonzalez Markets, Inc. 401(k) Retirement Savings Plan in CA ($107M); by covered participants it is Frost Management Company 401(k) Profit Sharing Plan in FL (289 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($107M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (289 participants); asset peers above are excluded.
- Frost Management Company 401(k) Profit Sharing Plan (FL) 289 · 0 off
- Validity Inc. 401(k) Plan (MA) 289 · 0 off
- Peak Achievement Athletics 401(k) Retirement Plan (NH) 289 · 0 off
- General Pet 401(k) Plan (CA) 289 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.