401(k) · DOL Form 5500 · 2023

The Danville Group Dba Rootstock Software 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
72
Participants Small participant base
50th
Percentile by assets National rank
$93,749
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rootstock Software 401(k) Retirement Plan · Sponsored by The Danville Group Dba Rootstock Software · California · Retail Trade

$7M in assets, 72 participants

The Danville Group Dba Rootstock Software's Rootstock Software 401(k) Retirement Plan reported $7M in total assets and 72 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,089 in Retail Trade (8,414 peers)

The Danville Group Dba Rootstock Software multi-year trail

The Danville Group Dba Rootstock Software's plans moved +36.0% in assets from 2022 to 2024; this filing shows Rootstock Software 401(k) Retirement Plan at $7M / 72 participants.

#5,089
in Retail Trade (8,414 peers)
+13.0%
assets growth YoY

Rootstock Software 401(k) Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Rootstock Software 401(k) Retirement Plan vs every filed plan by assets

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

$6,749,925 Top 50% higher than 50% 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

Rootstock Software 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rootstock Software 401(k) Retirement Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rootstock Software 401(k) Retirement Plan reported net income rose from -$801K in the plan year 2022 filing to $779K in the plan year 2023 filing.
  • Rootstock Software 401(k) Retirement Plan reported participants rose from 58 in the plan year 2022 filing to 72 in the plan year 2023 filing.
  • Rootstock Software 401(k) Retirement Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 562583904 · The Danville Group Dba Rootstock Software PY 2023 · 401(k)

Rootstock Software 401(k) Retirement Plan · $7M · 72 · 50th

  • VS-ST $7M
  • BOY 72
  • SCH 50th
  • EBSA 401(k)
  • PART near Creekside Nursery 401(k) Retirement Savings Plan
  • TYPE ind #5089

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 Retail Trade retirement plans → · Plans in California →

Rootstock Software 401(k) Retirement Plan in the asset neighbourhood

Rootstock Software 401(k) Retirement PlanRootstock Software 401(k) Re…$7MCreekside Nursery 401(k) Retirement Savings PlanCreekside Nursery 401(k) Ret…$7MTitus Brueckner Spitler & Shelts PLC Profit Sharing PlanTitus Brueckner Spitler & Sh…$7MShort Mountain Silica Employee Benefit Plan and TrustShort Mountain Silica Employ…$7MMike Erdman Motors 401(k) Savings PlanMike Erdman Motors 401(k) Sa…$7M
End-of-year total assets ($M) among Rootstock Software 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Danville Group Dba Rootstock Software multi-year asset trail

Sponsor-wide plan assets over time

All The Danville Group Dba Rootstock Software plans reported in each filing year

Latest sponsor-wide plan assets
$8M 36.02803126301132% vs 2022
2024 filing year
$5M$6M$7M$8M$9M 202220232024 $5.97M $8.12M ▲ +36.0%
Year Plans Participants Total Assets
2022 1 58 $6M
2023 1 72 $7M
2024 1 86 $8M

The Danville Group Dba Rootstock Software filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$779K
Employer EIN562583904
Plan Effective Date2013-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Rootstock Software 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Rootstock Software 401(k) Retirement Plan, Total assets ($B): 0.006749925 · Participants: 72Rootstock Software 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Rootstock Software 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Rootstock Software 401(k) Retirement Plan side-by-side with 3 peers →

Rootstock Software 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Creekside Nursery 401(k) Retirement Savings Plan in TX ($7M); by covered participants it is Gryphon Healthcare 401(k) Plan in TX (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Rootstock Software 401(k) Retirement Plan assets move in 2023? ▼
Rootstock Software 401(k) Retirement Plan grew at a solid clip - up 13.0% during 2023, from $6M to $7M. Reported net income was $779K.
How have The Danville Group Dba Rootstock Software plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Danville Group Dba Rootstock Software's sponsor-wide assets grew 36.0%, from $6M to $8M.
Which 401(k) plans are similar in size to Rootstock Software 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Creekside Nursery 401(k) Retirement Savings Plan in TX ($7M, 382 participants).
Which 401(k) plans cover a similar participant headcount to Rootstock Software 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gryphon Healthcare 401(k) Plan in TX (72 participants, N/A 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 562583904.

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.