401(k) · DOL Form 5500 · 2023

Root 2 LLC 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 519
Participants Below avg headcount: 26th
Percentile by assets National rank: $2,438
Avg per participant Low balance/head

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Official DOL plan name: Root 2 LLC 401(k) Plan · Sponsored by Root 2 LLC · New York · Food Services & Accommodation

$1M in assets, 519 participants

Root 2 LLC's Root 2 LLC 401(k) Plan reported $1M in total assets and 519 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

#2,363 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Root 2 LLC 401(k) Plan ranks #2,363 of 3,828 2023 filers by assets (1546% of the sector average)-$1M for 519 participants.

#2,363
in Food Services & Accommodation (3,828 peers): +22.0%
assets growth YoY

Root 2 LLC 401(k) Plan among the smaller filed plans by assets

Root 2 LLC 401(k) Plan vs every filed plan by assets

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

$1,265,288 26th percentile higher than 26% 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

Root 2 LLC 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. Root 2 LLC 401(k) Plan sits mid-pack in the medium band (519 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%)

Root 2 LLC 401(k) Plan reported net income rose from -$165K in the plan year 2022 filing to $245K in the plan year 2023 filing.
Root 2 LLC 401(k) Plan reported participants rose from 305 in the plan year 2022 filing to 519 in the plan year 2023 filing.
Root 2 LLC 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 260818196 · Root 2 LLC PY 2023 · 401(k)

Root 2 LLC 401(k) Plan · $1M · 519 · 26th

PART $1M
TYPE 519
NET 26th
BOOK 401(k)
VS-ST near Jfv Management Retirement Plan
BOY ind #2363

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 Food Services & Accommodation retirement plans → · Plans in New York →

End-of-year total assets ($M) among Root 2 LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$245K
Employer EIN	260818196
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Root 2 LLC)

Latest sponsor-wide plan assets: $1M 39.944642151047844% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	305	$1M
2023	1	519	$1M
2024	1	494	$1M

Nearby 401(k) Plans in New York

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

Root 2 LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Root 2 LLC 401(k) Plan side-by-side with 3 peers →

Root 2 LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Jfv Management Retirement Plan in NC ($1M); by covered participants it is On 24, Inc 401(k) Plan in CA (519 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Jfv Management Retirement Plan (NC) $1M · 11
Noema Software, Inc 401(k) Plan (MN) $1M · 13
Unisys Savings Plan for Puerto Rico Employees (PA) $1M · 9
Phoenix Packaging, Inc. 401(k) Plan (PA) $1M · 24

Similar participant headcount

Nearest other-state filings by covered participants (519 participants); asset peers above are excluded.

On 24, Inc 401(k) Plan (CA) 519 · 0 off
Outset Medical 401(k) Plan (CA) 519 · 0 off
Model N, Inc. 401(k) Plan (CA) 519 · 0 off
Turnberry Hospitality Retirement Savings Plan (FL) 519 · 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 Root 2 LLC 401(k) Plan assets move in 2023? ▼

Root 2 LLC 401(k) Plan grew sharply - up 22.0% during 2023, from $1M to $1M. Reported net income was $245K.

How have Root 2 LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Root 2 LLC's sponsor-wide assets grew 39.9%, from $1M to $1M.

Which 401(k) plans are similar in size to Root 2 LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Jfv Management Retirement Plan in NC ($1M, 11 participants).

Which 401(k) plans cover a similar participant headcount to Root 2 LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is On 24, Inc 401(k) Plan in CA (519 participants, $51M 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 260818196.