401(k) · DOL Form 5500 · 2023

Room & Board, Inc. 401(k) Plan

Data updated 2026-08-25

$140M
Total assets Near avg plan size
1,126
Participants Near avg headcount
93rd
Percentile by assets National rank
$124,248
Avg per participant Near avg balance/head
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Official DOL plan name: Room & Board 401(k) Plan · Sponsored by Room & Board, Inc. · Minnesota · Retail Trade

$140M in assets, 1,126 participants

Room & Board, Inc.'s Room & Board 401(k) Plan reported $140M in total assets and 1,126 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.

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

Where Room & Board 401(k) Plan sits by assets

Room & Board 401(k) Plan sits in the top 10% of all filed plans by assets, $140M for 1,126 participants (~$124,248/participant), up 20.0% in 2023.

#8,089
in Retail Trade (8,414 peers)
+20.0%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Room & Board 401(k) Plan's outsized position by total assets

Room & Board 401(k) Plan vs every filed plan by assets

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

$139,903,589 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

Room & Board 401(k) 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. Room & Board 401(k) Plan lands in the large band (1,126 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Room & Board 401(k) Plan reported net income rose from -$12M in the plan year 2022 filing to $23M in the plan year 2023 filing.
  • Room & Board 401(k) Plan end-of-year assets rose from $117M in the plan year 2022 filing to $140M in the plan year 2023 filing.
  • Room & Board 401(k) Plan reported participants rose from 1,032 in the plan year 2022 filing to 1,126 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411384146 · Room & Board, Inc. PY 2023 · 401(k)

Room & Board 401(k) Plan · $140M · 1,126 · 93rd

  • RANK $140M
  • PHOTO 1,126
  • IND 93rd
  • EOY 401(k)
  • 5500 near Investcloud, Inc 401(k) Plan
  • ASSETS ind #8089

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 Minnesota →

Room & Board 401(k) Plan in the asset neighbourhood

Enerpac Tool Group 401(k) PlanEnerpac Tool Group 401(k) Pl…$140MPlaskolite, LLC. & Subsidiaries Amended and Restated Profit Sharing PlanPlaskolite, LLC. & Subsidiar…$140MRain Bird Corporation Employee Savings & Investment PlanRain Bird Corporation Employ…$140MRoom & Board 401(k) Plan$140MInvestcloud, Inc 401(k) Plan$140M
End-of-year total assets ($M) among Room & Board 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$117M
Net Assets (End of Year)$140M
Net Income$23M
Employer EIN411384146
Plan Effective Date1987-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Room & Board, Inc.)

Sponsor-wide plan assets over time

All Room & Board, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$168M 44.02509123295692% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $117M $168M ▲ +44.0%
Year Plans Participants Total Assets
2022 1 1,032 $117M
2023 1 1,126 $140M
2024 2 2,122 $168M

Nearby 401(k) Plans in Minnesota

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

Room & Board 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Room & Board 401(k) Plan, Total assets ($B): 0.139903589 · Participants: 1126Room & Board 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Room & Board 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Room & Board 401(k) Plan side-by-side with 3 peers →

Room & Board 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Investcloud, Inc 401(k) Plan in CA ($140M); by covered participants it is Scientific Games, LLC 401(k) Plan in GA (1,126 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,126 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 Room & Board 401(k) Plan assets move in 2023? ▼
Room & Board 401(k) Plan grew sharply - up 20.0% during 2023, from $117M to $140M. Reported net income was $23M.
How have Room & Board, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Room & Board, Inc.'s sponsor-wide assets grew 44.0%, from $117M to $168M.
Where does Room & Board 401(k) Plan rank by assets among Form 5500 filers? ▼
Room & Board 401(k) 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 Room & Board 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Investcloud, Inc 401(k) Plan in CA ($140M, 838 participants).
Which 401(k) plans cover a similar participant headcount to Room & Board 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Scientific Games, LLC 401(k) Plan in GA (1,126 participants, $215M 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 411384146.

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.