401(k) · DOL Form 5500 · 2023

Round Room Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
1,355
Participants Near avg headcount
83rd
Percentile by assets National rank
$30,742
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Round Room Holdings, Inc. 401(k) Profit Sharing Plan · Sponsored by Round Room Holdings, Inc. · Indiana · Information & Media

$42M in assets, 1,355 participants

Round Room Holdings, Inc.'s Round Room Holdings, Inc. 401(k) Profit Sharing Plan reported $42M in total assets and 1,355 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #2,173 in Information & Media (2,818 peers)

Coverage in Indiana

Round Room Holdings, Inc. 401(k) Profit Sharing Plan covers 1,355 participants in Indiana, 2.5x the typical Indiana plan (state average ~541 per filing). Assets: $42M.

#2,173
in Information & Media (2,818 peers)
+35.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Round Room Holdings, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Round Room Holdings, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$41,656,033 Top 17% higher than 83% 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

Round Room Holdings, Inc. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Round Room Holdings, Inc. 401(k) Profit Sharing Plan lands in the large band (1,355 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Round Room Holdings, Inc. 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Round Room Holdings, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $31M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Round Room Holdings, Inc. 401(k) Profit Sharing Plan reported participants rose from 1,335 in the plan year 2022 filing to 1,355 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 474670699 · Round Room Holdings, Inc. PY 2023 · 401(k)

Round Room Holdings, Inc. 401(k) Profit Sharing Plan · $42M · 1,355 · 83rd

  • EOY $42M
  • EOY 1,355
  • EOY 83rd
  • EOY 401(k)
  • EOY near Rcp Legal Services LLC 401(k) Plan
  • EOY ind #2173

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 Information & Media retirement plans → · Plans in Indiana →

Round Room Holdings, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Round Room Holdings, Inc. 401(k) Profit Sharing PlanRound Room Holdings, Inc. 40…$42MRcp Legal Services LLC 401(k) PlanRcp Legal Services LLC 401(k…$42MDority and Manning 401(k) Profit Sharing Plan and TrustDority and Manning 401(k) Pr…$42MDcg One, LLC Retirement Savings PlanDcg One, LLC Retirement Savi…$42MAtrenne Integrated Solutions 401(k) Retirement Savings PlanAtrenne Integrated Solutions…$42M
End-of-year total assets ($M) among Round Room Holdings, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$42M
Net Income$11M
Employer EIN474670699
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Round Room Holdings, Inc.)

Sponsor-wide plan assets over time

All Round Room Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 66.28665050420666% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $30.9M $51.3M ▲ +66.3%
Year Plans Participants Total Assets
2022 1 1,335 $31M
2023 1 1,355 $42M
2024 1 1,428 $51M

Nearby 401(k) Plans in Indiana

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

Round Room Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Round Room Holdings, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.041656033 · Participants: 1355Round Room Holdings, Inc. 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Round Room Holdings, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Round Room Holdings, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Round Room Holdings, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Rcp Legal Services LLC 401(k) Plan in FL ($42M); by covered participants it is Export Packaging Co., Inc. Retirement Savings Plan in IL (1,355 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,355 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 Round Room Holdings, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Round Room Holdings, Inc. 401(k) Profit Sharing Plan surged - up 35.0% during 2023, from $31M to $42M. Reported net income was $11M.
How have Round Room Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Round Room Holdings, Inc.'s sponsor-wide assets grew 66.3%, from $31M to $51M.
Where does Round Room Holdings, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Round Room Holdings, Inc. 401(k) Profit Sharing Plan ranks in the 83rd 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 Round Room Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rcp Legal Services LLC 401(k) Plan in FL ($42M, 224 participants).
Which 401(k) plans cover a similar participant headcount to Round Room Holdings, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Export Packaging Co., Inc. Retirement Savings Plan in IL (1,355 participants, $33M 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 474670699.

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.