401(k) · DOL Form 5500 · 2023

Rho, Inc. 401(k) Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
427
Participants Below avg headcount
88th
Percentile by assets National rank
$153,118
Avg per participant Above avg balance/head
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Official DOL plan name: Rho, Inc. Employees Savings Trust · Sponsored by Rho, Inc. · North Carolina · Professional & Technical Services

$65M in assets, 427 participants

Rho, Inc.'s Rho, Inc. Employees Savings Trust reported $65M in total assets and 427 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #18,147 in Professional & Technical Services (20,321 peers)

Where Rho, Inc. Employees Savings Trust sits by assets

Rho, Inc. Employees Savings Trust sits in the top quartile of all filed plans by assets, $65M for 427 participants (~$153,118/participant), up 18.8% in 2023.

#18,147
in Professional & Technical Services (20,321 peers)
+18.8%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Rho, Inc. Employees Savings Trust's outsized position by total assets

Rho, Inc. Employees Savings Trust vs every filed plan by assets

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

$65,381,512 Top 12% higher than 88% 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

Rho, Inc. Employees Savings Trust 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. Rho, Inc. Employees Savings Trust sits mid-pack in the medium band (427 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rho, Inc. Employees Savings Trust reported net income rose from -$10M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Rho, Inc. Employees Savings Trust end-of-year assets rose from $55M in the plan year 2022 filing to $65M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 561442655 · Rho, Inc. PY 2023 · 401(k)

Rho, Inc. Employees Savings Trust · $65M · 427 · 88th

  • RANK $65M
  • PHOTO 427
  • IND 88th
  • EOY 401(k)
  • 5500 near Banco De Sabadell, S.a. 401(k) Plan
  • ASSETS ind #18147

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 North Carolina →

Rho, Inc. Employees Savings Trust in the asset neighbourhood

Southern Ionics Incorporated 401(k) Profit Sharing PlanSouthern Ionics Incorporated…$65MRho, Inc. Employees Savings TrustRho, Inc. Employees Savings …$65MBanco De Sabadell, S.a. 401(k) PlanBanco De Sabadell, S.a. 401(…$65MGlenwood Management Corporation 401(k) Savings PlanGlenwood Management Corporat…$65MWest Wichita Family Physicians, P.a. Profit Sharing Plan and 401(k)West Wichita Family Physicia…$65M
End-of-year total assets ($M) among Rho, Inc. Employees Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$65M
Net Income$10M
Employer EIN561442655
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rho, Inc.)

Sponsor-wide plan assets over time

All Rho, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$75M 36.93276978458712% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $55M $75.4M ▲ +36.9%
Year Plans Participants Total Assets
2022 1 424 $55M
2023 1 427 $65M
2024 1 402 $75M

Nearby 401(k) Plans in North Carolina

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

Rho, Inc. Employees Savings Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Rho, Inc. Employees Savings Trust, Total assets ($B): 0.065381512 · Participants: 427Rho, Inc. Employees Savings TrustThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
Rho, Inc. Employees Savings Trust vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Rho, Inc. Employees Savings Trust side-by-side with 3 peers →

Rho, Inc. Employees Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Banco De Sabadell, S.a. 401(k) Plan in FL ($65M); by covered participants it is Coachsource LLC 401(k) Profit Sharing Plan & Trust in NJ (427 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (427 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 Rho, Inc. Employees Savings Trust assets move in 2023? ▼
Rho, Inc. Employees Savings Trust grew sharply - up 18.8% during 2023, from $55M to $65M. Reported net income was $10M.
How have Rho, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rho, Inc.'s sponsor-wide assets grew 36.9%, from $55M to $75M.
Where does Rho, Inc. Employees Savings Trust rank by assets among Form 5500 filers? ▼
Rho, Inc. Employees Savings Trust ranks in the 88th 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 Rho, Inc. Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Banco De Sabadell, S.a. 401(k) Plan in FL ($65M, 240 participants).
Which 401(k) plans cover a similar participant headcount to Rho, Inc. Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Coachsource LLC 401(k) Profit Sharing Plan & Trust in NJ (427 participants, $2M 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 561442655.

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.