401(k) · DOL Form 5500 · 2023

Roundstone Management, Ltd. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets: 102
Participants Small participant base: 55th
Percentile by assets National rank: $84,532
Avg per participant Below avg balance/head

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Official DOL plan name: Roundstone Management, Ltd. 401(k) Plan · Sponsored by Roundstone Management, Ltd. · Ohio · Finance & Insurance

$9M in assets, 102 participants

Roundstone Management, Ltd.'s Roundstone Management, Ltd. 401(k) Plan reported $9M in total assets and 102 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

#3,563 in Finance & Insurance (8,869 peers)

Coverage in Ohio

Roundstone Management, Ltd. 401(k) Plan covers 102 participants in Ohio, about 13% of the average Ohio filer (state average ~765 per filing). Assets: $9M.

#3,563
in Finance & Insurance (8,869 peers): +36.1%
assets growth YoY

Roundstone Management, Ltd. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Roundstone Management, Ltd. 401(k) Plan vs every filed plan by assets

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

$8,622,275 Top 45% higher than 55% 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

Roundstone Management, Ltd. 401(k) 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. Roundstone Management, Ltd. 401(k) Plan sits mid-pack in the medium band (102 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 270371422 · Roundstone Management, Ltd. PY 2023 · 401(k)

Roundstone Management, Ltd. 401(k) Plan · $9M · 102 · 55th

RANK $9M
PHOTO 102
IND 55th
EOY 401(k)
5500 near Revolution Marketing, LLC 401(k) Plan
ASSETS ind #3563

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 Finance & Insurance retirement plans → · Plans in Ohio →

End-of-year total assets ($M) among Roundstone Management, Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$9M
Net Income	$2M
Employer EIN	270371422
Plan Effective Date	2011-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Roundstone Management, Ltd.)

Latest sponsor-wide plan assets: $11M 30.410025196366387% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	102	$9M
2024	1	149	$11M

Nearby 401(k) Plans in Ohio

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

Roundstone Management, Ltd. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare Roundstone Management, Ltd. 401(k) Plan side-by-side with 3 peers →

Roundstone Management, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Revolution Marketing, LLC 401(k) Plan in IL ($9M); by covered participants it is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Revolution Marketing, LLC 401(k) Plan (IL) $9M · 122
Buitoni Food Company 401(k) Plan (CT) $9M · 600
Chiaramonte Construction Company 401(k) Plan (DC) $9M · 100
Churchill Linen Service, Inc. 401(k) Profit Sharing Plan (MA) $9M · 83

Similar participant headcount

Nearest other-state filings by covered participants (102 participants); asset peers above are excluded.

Air-Land Transport Service, Inc. 401(k) Plan (IL) 102 · 0 off
Anchor Subaru, LLC 401(k) Plan (RI) 102 · 0 off
Competitive Engineering, Inc. 401(k) Profit Sharing Plan (AZ) 102 · 0 off
Zevia Pbc 401(k) and Profit Sharing Plan (CA) 102 · 0 off

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 Roundstone Management, Ltd. 401(k) Plan assets move in 2023? ▼

Roundstone Management, Ltd. 401(k) Plan surged - up 36.1% during 2023, from $6M to $9M. Reported net income was $2M.

How have Roundstone Management, Ltd. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Roundstone Management, Ltd.'s sponsor-wide assets grew 30.4%, from $9M to $11M.

Which 401(k) plans are similar in size to Roundstone Management, Ltd. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Revolution Marketing, LLC 401(k) Plan in IL ($9M, 122 participants).

Which 401(k) plans cover a similar participant headcount to Roundstone Management, Ltd. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Air-Land Transport Service, Inc. 401(k) Plan in IL (102 participants, $5M 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 270371422.