401(k) · DOL Form 5500 · 2023
Advanced Roofing, Inc. 401(k) Plan
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 436
- Participants Below avg headcount
- 68th
- Percentile by assets National rank
- $35,635
- Avg per participant Low balance/head
Official DOL plan name: Advanced Roofing Retirement and Profit Sharing Plan · Sponsored by Advanced Roofing, Inc. · Florida · Construction
$16M in assets, 436 participants
Advanced Roofing, Inc.'s Advanced Roofing Retirement and Profit Sharing Plan reported $16M in total assets and 436 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.
- #6,007 in Construction (9,030 peers)
Advanced Roofing, Inc. multi-year trail
Advanced Roofing, Inc.'s plans moved +38.9% in assets from 2022 to 2024; this filing shows Advanced Roofing Retirement and Profit Sharing Plan at $16M / 436 participants.
- #6,007
- in Construction (9,030 peers)
- +15.6%
- assets growth YoY
Advanced Roofing Retirement and Profit Sharing Plan's outsized position by total assets
Advanced Roofing Retirement and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$15,536,856 Top 32% higher than 68% 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
Advanced Roofing Retirement and Profit Sharing 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. Advanced Roofing Retirement and Profit Sharing Plan sits mid-pack in the medium band (436 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Advanced Roofing Retirement and Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Advanced Roofing Retirement and Profit Sharing Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 592360591 · Advanced Roofing, Inc. PY 2023 · 401(k)
Advanced Roofing Retirement and Profit Sharing Plan · $16M · 436 · 68th
- NET $16M
- NET 436
- NET 68th
- NET 401(k)
- NET near Ko-Kwel Enterprises 401(k) Plan
- NET ind #6007
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 Florida →
Advanced Roofing Retirement and Profit Sharing Plan in the asset neighbourhood
Advanced Roofing, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Advanced Roofing, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 38.90579353682476% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 433 | $13M |
| 2023 | 1 | 436 | $16M |
| 2024 | 1 | 538 | $19M |
Advanced Roofing, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $2M |
| Employer EIN | 592360591 |
| Plan Effective Date | 1994-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Advanced Roofing Retirement and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Ko-Kwel Enterprises 401(k) Plan in OR ($16M); by covered participants it is Employ Source Inc. 401(k) Plan in IL (436 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
- Ko-Kwel Enterprises 401(k) Plan (OR) $16M · 372
- Cvt Surgical Center Amc 401(k) Plan (LA) $16M · 59
- Prisma Graphic Corporation Retirement Savings Plan (AZ) $16M · 368
- R.J. Grondin & Sons 401(k) Retirement Plan (ME) $16M · 140
Similar participant headcount
Nearest other-state filings by covered participants (436 participants); asset peers above are excluded.
- Employ Source Inc. 401(k) Plan (IL) 436 · 0 off
- Spada Properties, Inc. 401(k) Plan (OR) 436 · 0 off
- 401(k) Retirementsavings Plan for Employees of Perry's Ice Cream Company, Inc. (NY) 436 · 0 off
- So Others Might Eat 401(k) Retirement Plan (DC) 436 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.