401(k) · DOL Form 5500 · 2023
Rockler Companies, Inc. 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 711
- Participants Below avg headcount
- 80th
- Percentile by assets National rank
- $43,715
- Avg per participant Low balance/head
Official DOL plan name: Rockler Companies, Inc. 401(k) and Profit Sharing Plan · Sponsored by Rockler Companies, Inc. · Minnesota · Retail Trade
$31M in assets, 711 participants
Rockler Companies, Inc.'s Rockler Companies, Inc. 401(k) and Profit Sharing Plan reported $31M in total assets and 711 participants in its 2023 DOL Form 5500 filing, ranking in the 80th 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.
- #7,410 in Retail Trade (8,414 peers)
Where Rockler Companies, Inc. 401(k) and Profit Sharing Plan sits by assets
Rockler Companies, Inc. 401(k) and Profit Sharing Plan sits in the top quartile of all filed plans by assets, $31M for 711 participants (~$43,715/participant), up 5.1% in 2023.
- #7,410
- in Retail Trade (8,414 peers)
- +5.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Rockler Companies, Inc. 401(k) and Profit Sharing Plan's outsized position by total assets
Rockler Companies, Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$31,081,161 Top 20% higher than 80% 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
Rockler Companies, Inc. 401(k) and Profit Sharing 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. Rockler Companies, Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (711 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rockler Companies, Inc. 401(k) and Profit Sharing Plan reported net income rose from -$7M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Rockler Companies, Inc. 401(k) and Profit Sharing Plan reported participants rose from 671 in the plan year 2022 filing to 711 in the plan year 2023 filing.
- Rockler Companies, Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $30M in the plan year 2022 filing to $31M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 410758047 · Rockler Companies, Inc. PY 2023 · 401(k)
Rockler Companies, Inc. 401(k) and Profit Sharing Plan · $31M · 711 · 80th
- ASSETS $31M
- ASSETS 711
- ASSETS 80th
- ASSETS 401(k)
- ASSETS near Adams Bank & Trust 401(k) Plan
- ASSETS ind #7410
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 Retail Trade retirement plans → · Plans in Minnesota →
Rockler Companies, Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $2M |
| Employer EIN | 410758047 |
| Plan Effective Date | 1980-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rockler Companies, Inc.)
Sponsor-wide plan assets over time
All Rockler Companies, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $32M 8.05704123214354% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 671 | $30M |
| 2023 | 1 | 711 | $31M |
| 2024 | 1 | 717 | $32M |
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
Rockler Companies, Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Adams Bank & Trust 401(k) Plan in NE ($31M); by covered participants it is Frontline Education 401(k) Plan in PA (711 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Adams Bank & Trust 401(k) Plan (NE) $31M · 202
- Frontier Electronic Systems Corp. 401(k) Plan (OK) $31M · 129
- M. Shanken Communications, Inc & Subsidiaries 401(k) Plan (NY) $31M · 112
- Nutrisystem 401(k) Plan (PA) $31M · 570
Similar participant headcount
Nearest other-state filings by covered participants (711 participants); asset peers above are excluded.
- Frontline Education 401(k) Plan (PA) 711 · 0 off
- Sports Basement Retirement Plan (CA) 711 · 0 off
- Boxer Property 401(k) Plan (TX) 711 · 0 off
- Versicare Group 401(k) Plan (MI) 711 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.