401(k)
2023 plan-year 401(k) DOL Form 5500

Roanoke Group Inc. Retirement Savings Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Roanoke Group Inc. · Illinois · Finance & Insurance

What the 2023 filing shows

Roanoke Group Inc. Retirement Savings Plan holds $48M for 257 participants — about $187,981 per participant, up 13.0% over the 2023 plan year.

$48M
total plan assets (2023 EOY)
257
covered participants
$187,981
avg assets per participant
+13.0%
assets growth YoY
Total Assets (2023)
$48M
Participants
257
State
Industry
Finance & Insurance

What the Filing Says About Roanoke Group Inc. Retirement Savings Plan

Roanoke Group Inc. Retirement Savings Plan is a 401(k) retirement plan sponsored by Roanoke Group Inc., headquartered in Illinois. As of the 2023 Form 5500 filing, the plan reports $48M in total end-of-year assets and covers 257 participants across the Finance & Insurance industry. The sponsor's EIN on file with the U.S. Department of Labor is 364108247, and the plan has been effective since 1996-10-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $43M at the beginning of 2023 to $48M at year-end — a gain of 13.0%. Net assets (after liabilities) closed the year at $48M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$43M
Total Assets (End of Year)$48M
Net Assets (End of Year)$48M
Net Income$6M
Plan Type401(k)
Employer EIN364108247
Plan Effective Date1996-10-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Roanoke Group Inc.)

Year Plans Participants Total Assets
2022 1 239 $43M
2023 1 257 $48M
2024 1 271 $51M

Nearby 401(k) Plans in Illinois

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Frequently Asked Questions

How much money is in the Roanoke Group Inc. Retirement Savings Plan?
As of the 2023 Form 5500 filing, Roanoke Group Inc. Retirement Savings Plan holds $48M in total assets with 257 participants. It is sponsored by Roanoke Group Inc..
What type of plan is Roanoke Group Inc. Retirement Savings Plan?
Roanoke Group Inc. Retirement Savings Plan is a 401(k) plan. It has been effective since 1996-10-31. The plan is filed with the U.S. Department of Labor under EIN 364108247.
Who sponsors the Roanoke Group Inc. Retirement Savings Plan?
Roanoke Group Inc. Retirement Savings Plan is sponsored by Roanoke Group Inc., located in Illinois. The sponsor's EIN is 364108247 and the plan operates in the Finance & Insurance industry.
How did Roanoke Group Inc. Retirement Savings Plan perform in 2023?
Roanoke Group Inc. Retirement Savings Plan grew by 13.0% during 2023, moving from $43M to $48M in total assets. Net income was $6M.
Where can I find official filings for Roanoke Group Inc. Retirement Savings Plan?
Official Form 5500 filings for Roanoke Group Inc. Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 364108247 or plan name at efast.dol.gov.
How does Roanoke Group Inc. Retirement Savings Plan compare to other plans?
You can compare Roanoke Group Inc. Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 364108247.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.