401(k) · DOL Form 5500 · 2023

Rooney Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$130M
Total assets Near avg plan size
1,403
Participants Near avg headcount
93rd
Percentile by assets National rank
$92,658
Avg per participant Below avg balance/head
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Official DOL plan name: Rooney Holdings, Inc. 401(k) Savings Plan · Sponsored by Rooney Holdings, Inc. · Oklahoma · Construction

$130M in assets, 1,403 participants

Rooney Holdings, Inc.'s Rooney Holdings, Inc. 401(k) Savings Plan reported $130M in total assets and 1,403 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #8,249 in Construction (9,030 peers)

Where Rooney Holdings, Inc. 401(k) Savings Plan sits by assets

Rooney Holdings, Inc. 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $130M for 1,403 participants (~$92,658/participant), up 19.3% in 2023.

#8,249
in Construction (9,030 peers)
+19.3%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Rooney Holdings, Inc. 401(k) Savings Plan's outsized position by total assets

Rooney Holdings, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$129,998,790 Top 7% higher than 93% 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

Rooney Holdings, Inc. 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rooney Holdings, Inc. 401(k) Savings Plan lands in the large band (1,403 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rooney Holdings, Inc. 401(k) Savings Plan reported net income rose from -$21M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Rooney Holdings, Inc. 401(k) Savings Plan end-of-year assets rose from $109M in the plan year 2022 filing to $130M in the plan year 2023 filing.
  • Rooney Holdings, Inc. 401(k) Savings Plan reported participants rose from 1,361 in the plan year 2022 filing to 1,403 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 731237809 · Rooney Holdings, Inc. PY 2023 · 401(k)

Rooney Holdings, Inc. 401(k) Savings Plan · $130M · 1,403 · 93rd

  • EIN $130M
  • EIN 1,403
  • EIN 93rd
  • EIN 401(k)
  • EIN near Delicato Vineyards Employee Retirement Plan
  • EIN ind #8249

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 Oklahoma →

Rooney Holdings, Inc. 401(k) Savings Plan in the asset neighbourhood

Voluntary Investment Pretax Plan for the Vgna Union EmployeesVoluntary Investment Pretax …$130MKennedy/Jenks Consultants, Inc. Profit Sharing Retirement PlanKennedy/Jenks Consultants, I…$130MRooney Holdings, Inc. 401(k) Savings PlanRooney Holdings, Inc. 401(k)…$130MDelicato Vineyards Employee Retirement PlanDelicato Vineyards Employee …$130MManning & Napier Advisors, LLC 401(k) and Profit Sharing PlanManning & Napier Advisors, L…$130M
End-of-year total assets ($M) among Rooney Holdings, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$130M
Net Income$21M
Employer EIN731237809
Plan Effective Date1978-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rooney Holdings, Inc.)

Sponsor-wide plan assets over time

All Rooney Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$151M 38.356324055513284% vs 2022
2024 filing year
$100M$120M$140M$160M 202220232024 $109M $151M ▲ +38.4%
Year Plans Participants Total Assets
2022 1 1,361 $109M
2023 1 1,403 $130M
2024 1 1,658 $151M

Nearby 401(k) Plans in Oklahoma

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

Rooney Holdings, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. 050001000015000 -1012345 Total assets ($B) Participants Rooney Holdings, Inc. 401(k) Savings Plan, Total assets ($B): 0.12999879 · Participants: 1403Rooney Holdings, Inc. 401(k) Savings PlanQuiktrip Corporation Retirement Plan, Total assets ($B): 4.212452319 · Participants: 11746Quiktrip Corporation Retirement PlanThe Williams Investment Plus Plan, Total assets ($B): 1.681202476 · Participants: 5041The Williams Investment Plus PlanOneok, Inc. 401(k) Plan, Total assets ($B): 1.156591 · Participants: 2965Oneok, Inc. 401(k) PlanBok Financial 401(k) Plan, Total assets ($B): 1.048169756 · Participants: 4766Bok Financial 401(k) PlanDevon Energy Corporation Incentive Savings Plan, Total assets ($B): 0.932957189 · Participants: 1858Devon Energy Corporation Incentive Savings Plan
Rooney Holdings, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Oklahoma, assets vs. participants
Compare Rooney Holdings, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Rooney Holdings, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Oklahoma, the nearest 401(k) by assets is Delicato Vineyards Employee Retirement Plan in CA ($130M); by covered participants it is Vgm Group Inc 401(k) Profit Sharing Plan in IA (1,403 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,403 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 Rooney Holdings, Inc. 401(k) Savings Plan assets move in 2023? ▼
Rooney Holdings, Inc. 401(k) Savings Plan grew sharply - up 19.3% during 2023, from $109M to $130M. Reported net income was $21M.
How have Rooney Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rooney Holdings, Inc.'s sponsor-wide assets grew 38.4%, from $109M to $151M.
Where does Rooney Holdings, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Rooney Holdings, Inc. 401(k) Savings Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Rooney Holdings, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Delicato Vineyards Employee Retirement Plan in CA ($130M, 1,138 participants).
Which 401(k) plans cover a similar participant headcount to Rooney Holdings, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vgm Group Inc 401(k) Profit Sharing Plan in IA (1,403 participants, $116M 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 731237809.

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.