401(k) · DOL Form 5500 · 2023

Roxul USA Inc. 401(k) Plan

Data updated 2026-08-25

$66M
Total assets Below avg plan size
659
Participants Below avg headcount
88th
Percentile by assets National rank
$100,573
Avg per participant Below avg balance/head
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Official DOL plan name: Roxul USA Retirement and Savings Plan · Sponsored by Roxul USA Inc. · Illinois · Manufacturing

$66M in assets, 659 participants

Roxul USA Inc.'s Roxul USA Retirement and Savings Plan reported $66M in total assets and 659 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #15,461 in Manufacturing (18,722 peers)

Where Roxul USA Retirement and Savings Plan sits by assets

Roxul USA Retirement and Savings Plan sits in the top quartile of all filed plans by assets, $66M for 659 participants (~$100,573/participant), up 19.9% in 2023.

#15,461
in Manufacturing (18,722 peers)
+19.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Roxul USA Retirement and Savings Plan's outsized position by total assets

Roxul USA Retirement and Savings Plan vs every filed plan by assets

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

$66,277,597 Top 12% higher than 88% 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

Roxul USA Retirement and Savings 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. Roxul USA Retirement and Savings Plan sits mid-pack in the medium band (659 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roxul USA Retirement and Savings Plan reported net income rose from -$10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Roxul USA Retirement and Savings Plan end-of-year assets rose from $55M in the plan year 2022 filing to $66M in the plan year 2023 filing.
  • Roxul USA Retirement and Savings Plan reported participants rose from 647 in the plan year 2022 filing to 659 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 990378111 · Roxul USA Inc. PY 2023 · 401(k)

Roxul USA Retirement and Savings Plan · $66M · 659 · 88th

  • BOY $66M
  • BOY 659
  • BOY 88th
  • BOY 401(k)
  • BOY near Stephen Gould Corporation Retirement Plan
  • BOY ind #15461

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 Manufacturing retirement plans → · Plans in Illinois →

Roxul USA Retirement and Savings Plan in the asset neighbourhood

Brooks Kushman P.C. Employees' 401(k) Profit Sharing Plan and TrustBrooks Kushman P.C. Employee…$66MC.J. Segerstrom & Sons 401(k) Savings & Investment PlanC.J. Segerstrom & Sons 401(k…$66MRoxul USA Retirement and Savings PlanRoxul USA Retirement and Sav…$66MStephen Gould Corporation Retirement PlanStephen Gould Corporation Re…$66MJsp International Group, Ltd. and Affiliates 401(k) Salary Savings PlanJsp International Group, Ltd…$66M
End-of-year total assets ($M) among Roxul USA Retirement and Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$66M
Net Income$11M
Employer EIN990378111
Plan Effective Date1959-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roxul USA Inc.)

Sponsor-wide plan assets over time

All Roxul USA Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$70M 27.10620993669946% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $55.3M $70.3M ▲ +27.1%
Year Plans Participants Total Assets
2022 1 647 $55M
2023 1 659 $66M
2024 1 675 $70M

Nearby 401(k) Plans in Illinois

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

Roxul USA Retirement and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Roxul USA Retirement and Savings Plan, Total assets ($B): 0.066277597 · Participants: 659Roxul USA Retirement and Savings PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Roxul USA Retirement and Savings Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Roxul USA Retirement and Savings Plan side-by-side with 3 peers →

Roxul USA Retirement and Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Stephen Gould Corporation Retirement Plan in NJ ($66M); by covered participants it is Ags LLC 401(k) Plan in NV (659 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (659 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 Roxul USA Retirement and Savings Plan assets move in 2023? ▼
Roxul USA Retirement and Savings Plan grew sharply - up 19.9% during 2023, from $55M to $66M. Reported net income was $11M.
How have Roxul USA Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roxul USA Inc.'s sponsor-wide assets grew 27.1%, from $55M to $70M.
Where does Roxul USA Retirement and Savings Plan rank by assets among Form 5500 filers? ▼
Roxul USA Retirement and Savings Plan ranks in the 88th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Roxul USA Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Stephen Gould Corporation Retirement Plan in NJ ($66M, 495 participants).
Which 401(k) plans cover a similar participant headcount to Roxul USA Retirement and Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ags LLC 401(k) Plan in NV (659 participants, $49M 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 990378111.

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.