401(k) · DOL Form 5500 · 2023

Roosevelt Paper Company 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
223
Participants Below avg headcount
85th
Percentile by assets National rank
$213,792
Avg per participant Above avg balance/head
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Official DOL plan name: Roosevelt Paper Company 401(k) Retirement Savings Plan · Sponsored by Roosevelt Paper Company · New Jersey · Wholesale Trade

$48M in assets, 223 participants

Roosevelt Paper Company's Roosevelt Paper Company 401(k) Retirement Savings Plan reported $48M in total assets and 223 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,433 in Wholesale Trade (6,309 peers)

Coverage in New Jersey

Roosevelt Paper Company 401(k) Retirement Savings Plan covers 223 participants in New Jersey, about 26% of the average New Jersey filer (state average ~844 per filing). Assets: $48M.

#5,433
in Wholesale Trade (6,309 peers)
-3.5%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roosevelt Paper Company 401(k) Retirement Savings Plan's outsized position by total assets

Roosevelt Paper Company 401(k) Retirement Savings Plan vs every filed plan by assets

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

$47,675,667 Top 15% higher than 85% 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

Roosevelt Paper Company 401(k) Retirement 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. Roosevelt Paper Company 401(k) Retirement Savings Plan sits mid-pack in the medium band (223 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roosevelt Paper Company 401(k) Retirement Savings Plan reported net income rose from -$12M in the plan year 2022 filing to -$2M in the plan year 2023 filing.
  • Roosevelt Paper Company 401(k) Retirement Savings Plan reported participants rose from 199 in the plan year 2022 filing to 223 in the plan year 2023 filing.
  • Roosevelt Paper Company 401(k) Retirement Savings Plan end-of-year assets fell from $49M in the plan year 2022 filing to $48M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 231514696 · Roosevelt Paper Company PY 2023 · 401(k)

Roosevelt Paper Company 401(k) Retirement Savings Plan · $48M · 223 · 85th

  • PHOTO $48M
  • PHOTO 223
  • PHOTO 85th
  • PHOTO 401(k)
  • PHOTO near Harvard Bioscience, Inc. 401(k) Plan
  • PHOTO ind #5433

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Roosevelt Paper Company 401(k) Retirement Savings Plan in the asset neighbourhood

Roosevelt Paper Company 401(k) Retirement Savings PlanRoosevelt Paper Company 401(…$48MHarvard Bioscience, Inc. 401(k) PlanHarvard Bioscience, Inc. 401…$48MSiguler Guff & Company Retirement PlanSiguler Guff & Company Retir…$48MAlpha Baking Co., Inc. & Subsidiaries 401(k)Profit Sharing PlanAlpha Baking Co., Inc. & Sub…$48MAti Restoration, LLC 401(k) Savings & Retirement PlanAti Restoration, LLC 401(k) …$48M
End-of-year total assets ($M) among Roosevelt Paper Company 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$48M
Net Income-$2M
Employer EIN231514696
Plan Effective Date1981-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roosevelt Paper Company)

Sponsor-wide plan assets over time

All Roosevelt Paper Company plans reported in each filing year

Latest sponsor-wide plan assets
$52M 4.968773717258024% vs 2022
2024 filing year
$46M$48M$50M$52M$54M 202220232024 $49.4M $51.9M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 199 $49M
2023 1 223 $48M
2024 1 235 $52M

Nearby 401(k) Plans in New Jersey

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

Roosevelt Paper Company 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Roosevelt Paper Company 401(k) Retirement Savings Plan, Total assets ($B): 0.047675667 · Participants: 223Roosevelt Paper Company 401(k) Retirement Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Roosevelt Paper Company 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Roosevelt Paper Company 401(k) Retirement Savings Plan side-by-side with 3 peers →

Roosevelt Paper Company 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Harvard Bioscience, Inc. 401(k) Plan in MA ($48M); by covered participants it is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (223 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 Roosevelt Paper Company 401(k) Retirement Savings Plan assets move in 2023? ▼
Roosevelt Paper Company 401(k) Retirement Savings Plan edged down modestly - down 3.5% during 2023, from $49M to $48M. Reported net income was -$2M.
How have Roosevelt Paper Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roosevelt Paper Company's sponsor-wide assets grew 5.0%, from $49M to $52M.
Where does Roosevelt Paper Company 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Roosevelt Paper Company 401(k) Retirement Savings Plan ranks in the 85th 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 Roosevelt Paper Company 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Harvard Bioscience, Inc. 401(k) Plan in MA ($48M, 282 participants).
Which 401(k) plans cover a similar participant headcount to Roosevelt Paper Company 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pizza Wholesale of Lexington, Inc. 401(k)Retirement Savings Plan in KY (223 participants, $13M 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 231514696.

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.