401(k) · DOL Form 5500 · 2023
Rosenboom Machine & Tool Inc 401(k) Plan
Data updated 2026-08-25
- $34M
- Total assets Below avg plan size
- 741
- Participants Near avg headcount
- 81st
- Percentile by assets National rank
- $45,368
- Avg per participant Low balance/head
Official DOL plan name: Rosenboom Machine & Tool Inc Retirement Plan & Trust · Sponsored by Rosenboom Machine & Tool Inc · Iowa · Manufacturing
$34M in assets, 741 participants
Rosenboom Machine & Tool Inc's Rosenboom Machine & Tool Inc Retirement Plan & Trust reported $34M in total assets and 741 participants in its 2023 DOL Form 5500 filing, ranking in the 81st 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.
- #13,664 in Manufacturing (18,722 peers)
Where Rosenboom Machine & Tool Inc Retirement Plan & Trust sits by assets
Rosenboom Machine & Tool Inc Retirement Plan & Trust sits in the top quartile of all filed plans by assets, $34M for 741 participants (~$45,368/participant), up 18.0% in 2023.
- #13,664
- in Manufacturing (18,722 peers)
- +18.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Rosenboom Machine & Tool Inc Retirement Plan & Trust's outsized position by total assets
Rosenboom Machine & Tool Inc Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$33,617,403 Top 19% higher than 81% 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
Rosenboom Machine & Tool Inc Retirement Plan & Trust 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. Rosenboom Machine & Tool Inc Retirement Plan & Trust sits mid-pack in the medium band (741 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rosenboom Machine & Tool Inc Retirement Plan & Trust reported net income rose from -$6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Rosenboom Machine & Tool Inc Retirement Plan & Trust end-of-year assets rose from $29M in the plan year 2022 filing to $34M in the plan year 2023 filing.
- Rosenboom Machine & Tool Inc Retirement Plan & Trust reported participants rose from 684 in the plan year 2022 filing to 741 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 421258906 · Rosenboom Machine & Tool Inc PY 2023 · 401(k)
Rosenboom Machine & Tool Inc Retirement Plan & Trust · $34M · 741 · 81st
- PHOTO $34M
- IND 741
- EOY 81st
- 5500 401(k)
- ASSETS near Piggly Wiggly Alabama Distributing Co., Inc. 401(k) Savings Plan
- PCT ind #13664
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 Iowa →
Rosenboom Machine & Tool Inc Retirement Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $34M |
| Net Income | $5M |
| Employer EIN | 421258906 |
| Plan Effective Date | 1990-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rosenboom Machine & Tool Inc)
Sponsor-wide plan assets over time
All Rosenboom Machine & Tool Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $38M 33.63160713541362% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 684 | $29M |
| 2023 | 1 | 741 | $34M |
| 2024 | 1 | 756 | $38M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Rosenboom Machine & Tool Inc Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Piggly Wiggly Alabama Distributing Co., Inc. 401(k) Savings Plan in AL ($34M); by covered participants it is The Weston Group, Inc. 401(k) Profit Sharing Plan in PA (741 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($34M here).
Similar participant headcount
Nearest other-state filings by covered participants (741 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.