401(k) · DOL Form 5500 · 2023

Rooney Holdings, Inc. 401(k) Plan

Data updated 2026-08-11

$130M
Total assets: 1,403
Participants: 93rd
Percentile by assets: $92,658
Avg per participant

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.

93rd percentile by assets (of 127,072 plans)
#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.

$130M
total plan assets (2023 EOY): 1,403
covered participants: 93rd
percentile by assets (of 127,072 plans): $92,658
avg assets per participant

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 →

State

Oklahoma

Industry

Construction

Rooney Holdings, Inc. 401(k) Savings Plan vs the 2023 asset distribution

By assets, Rooney Holdings, Inc. 401(k) Savings Plan outranks 93% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$109M
Net Assets (End of Year)	$130M
Net Income	$21M
Employer EIN	731237809
Plan Effective Date	1978-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Rooney Holdings, Inc.)

Total plan assets by year, all Rooney Holdings, Inc. plans on file

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

Quiktrip Corporation Retirement Plan $4.2B · 11,746
The Williams Investment Plus Plan $1.7B · 5,041
Oneok, Inc. 401(k) Plan $1.2B · 2,965
Bok Financial 401(k) Plan $1.0B · 4,766
Devon Energy Corporation Incentive Savings Plan $933M · 1,858

Compare Rooney Holdings, Inc. 401(k) Savings Pla… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Rooney Holdings, Inc. 401(k) Savings Plan by total assets, not by location.

Delicato Vineyards Employee Retirement Plan (CA) $130M · 1,138
Kennedy/Jenks Consultants, Inc. Profit Sharing Retirement Plan (CA) $130M · 433
Voluntary Investment Pretax Plan for the Vgna Union Employees (NC) $130M · 3,187
Manning & Napier Advisors, LLC 401(k) and Profit Sharing Plan (NY) $130M · 267

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).

Next read for Rooney Holdings, Inc. 401(k) Savings Pla…

Scale reading

Ways to act on Rooney Holdings, Inc. 401(k) Savings Plan's numbers.

By total assets, Rooney Holdings, Inc. 401(k) Savings 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 Oklahoma. Compare plans
Rooney Holdings, Inc.'s sponsor-wide assets have grown 38.4% since 2022 across 3 plan years on file. More Construction plans

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.