401(k) · DOL Form 5500 · 2023
Roers Companies 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 151
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $39,642
- Avg per participant Low balance/head
Official DOL plan name: Roers Companies 401(k) Plan · Sponsored by Roers Companies · Minnesota · Real Estate
$6M in assets, 151 participants
Roers Companies's Roers Companies 401(k) Plan reported $6M in total assets and 151 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #3,183 in Real Estate (4,727 peers)
Coverage in Minnesota
Roers Companies 401(k) Plan covers 151 participants in Minnesota, about 13% of the average Minnesota filer (state average ~1,126 per filing). Assets: $6M.
- #3,183
- in Real Estate (4,727 peers)
- +128.2%
- assets growth YoY
Roers Companies 401(k) Plan's mid-pack asset rank among Real Estate and all filers
Roers Companies 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,985,973 48th percentile higher than 48% 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
Roers Companies 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. Roers Companies 401(k) Plan sits mid-pack in the medium band (151 participants).
Published 5500 schedule card
Filing strip 814415650 · Roers Companies PY 2023 · 401(k)
Roers Companies 401(k) Plan · $6M · 151 · 48th
- EIN $6M
- RANK 151
- PHOTO 48th
- IND 401(k)
- EOY near Eravant 401(k) Plan
- 5500 ind #3183
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 Real Estate retirement plans → · Plans in Minnesota →
Roers Companies 401(k) Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $3M |
| Employer EIN | 814415650 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roers Companies)
Sponsor-wide plan assets over time
All Roers Companies plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 49.45451641696346% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 151 | $6M |
| 2024 | 1 | 262 | $9M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
- Target Corporation 401(k) Plan $13.0B · 432,617
- Medtronic Savings and Investment Plan $12.9B · 44,342
- 3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
- U.S. Bank 401(k) Savings Plan $10.3B · 75,272
Roers Companies 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Eravant 401(k) Plan in CA ($6M); by covered participants it is Air Conditioning Innovative Solutions 401(k) Plan in TX (151 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (151 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.