401(k) · DOL Form 5500 · 2023
Rountree Transport & Rigging, Inc. 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 53
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $89,537
- Avg per participant Below avg balance/head
Official DOL plan name: Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust · Sponsored by Rountree Transport & Rigging, Inc. · Florida · Transportation & Warehousing
$5M in assets, 53 participants
Rountree Transport & Rigging, Inc.'s Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust reported $5M in total assets and 53 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #1,447 in Transportation & Warehousing (3,362 peers)
Rountree Transport & Rigging, Inc. multi-year trail
Rountree Transport & Rigging, Inc.'s plans moved +19.8% in assets from 2022 to 2024; this filing shows Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust at $5M / 53 participants.
- #1,447
- in Transportation & Warehousing (3,362 peers)
- +15.7%
- assets growth YoY
Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust's mid-pack asset rank among Transportation & Warehousing and all filers
Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,745,471 43rd percentile higher than 43% 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
Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust is a small filing (53 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust reported net income rose from -$571K in the plan year 2022 filing to $643K in the plan year 2023 filing.
- Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
DOL schedule card
Filing strip 650029736 · Rountree Transport & Rigging, Inc. PY 2023 · 401(k)
Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust · $5M · 53 · 43rd
- VS-ST $5M
- VS-ST 53
- VS-ST 43rd
- VS-ST 401(k)
- VS-ST near American Dream Home Improvemen 401(k) Profit Sharing Plan & Trust
- VS-ST ind #1447
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 Transportation & Warehousing retirement plans → · Plans in Florida →
Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust in the asset neighbourhood
Rountree Transport & Rigging, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Rountree Transport & Rigging, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 19.825545071098563% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 53 | $4M |
| 2023 | 1 | 53 | $5M |
| 2024 | 1 | 48 | $5M |
Rountree Transport & Rigging, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $643K |
| Employer EIN | 650029736 |
| Plan Effective Date | 1997-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is American Dream Home Improvemen 401(k) Profit Sharing Plan & Trust in IL ($5M); by covered participants it is Stuart Hose & Pipe Company, Ltd. 401(k) Profit Sharing Plan in TX (53 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (53 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.