401(k) · DOL Form 5500 · 2023

Rocco Altobelli, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
119
Participants Small participant base
61st
Percentile by assets National rank
$93,040
Avg per participant Below avg balance/head
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Official DOL plan name: Rocco Altobelli, Inc. 401(k) Plan · Sponsored by Rocco Altobelli, Inc. · Minnesota · Other Services

$11M in assets, 119 participants

Rocco Altobelli, Inc.'s Rocco Altobelli, Inc. 401(k) Plan reported $11M in total assets and 119 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,108 in Other Services (7,857 peers)

Coverage in Minnesota

Rocco Altobelli, Inc. 401(k) Plan covers 119 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,126 per filing). Assets: $11M.

#6,108
in Other Services (7,857 peers)
+10.6%
assets growth YoY

Rocco Altobelli, Inc. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Rocco Altobelli, Inc. 401(k) Plan vs every filed plan by assets

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

$11,071,819 Top 39% higher than 61% 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

Rocco Altobelli, Inc. 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. Rocco Altobelli, Inc. 401(k) Plan sits mid-pack in the medium band (119 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rocco Altobelli, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Rocco Altobelli, Inc. 401(k) Plan reported participants fell from 140 in the plan year 2022 filing to 119 in the plan year 2023 filing.
  • Rocco Altobelli, Inc. 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 411226659 · Rocco Altobelli, Inc. PY 2023 · 401(k)

Rocco Altobelli, Inc. 401(k) Plan · $11M · 119 · 61st

  • EOY $11M
  • EOY 119
  • EOY 61st
  • EOY 401(k)
  • EOY near Buck Knives, Inc. Profit Sharing and Retirement Plan
  • EOY ind #6108

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 Other Services retirement plans → · Plans in Minnesota →

Rocco Altobelli, Inc. 401(k) Plan in the asset neighbourhood

Rocco Altobelli, Inc. 401(k) PlanRocco Altobelli, Inc. 401(k)…$11MBuck Knives, Inc. Profit Sharing and Retirement PlanBuck Knives, Inc. Profit Sha…$11MBozzuto's, Inc. Corporate Stores 401(k) PlanBozzuto's, Inc. Corporate St…$11MHecny America, Inc. 401(k) Retirement PlanHecny America, Inc. 401(k) R…$11MKksp Precision Machining 401(k) PlanKksp Precision Machining 401…$11M
End-of-year total assets ($M) among Rocco Altobelli, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN411226659
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rocco Altobelli, Inc.)

Sponsor-wide plan assets over time

All Rocco Altobelli, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 16.346794779217785% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $10M $8.38M ▼ -16.3%
Year Plans Participants Total Assets
2022 1 140 $10M
2023 1 119 $11M
2024 1 88 $8M

Nearby 401(k) Plans in Minnesota

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

Rocco Altobelli, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Rocco Altobelli, Inc. 401(k) Plan, Total assets ($B): 0.011071819 · Participants: 119Rocco Altobelli, Inc. 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Rocco Altobelli, Inc. 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Rocco Altobelli, Inc. 401(k) Plan side-by-side with 3 peers →

Rocco Altobelli, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Buck Knives, Inc. Profit Sharing and Retirement Plan in ID ($11M); by covered participants it is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (119 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 Rocco Altobelli, Inc. 401(k) Plan assets move in 2023? ▼
Rocco Altobelli, Inc. 401(k) Plan grew at a solid clip - up 10.6% during 2023, from $10M to $11M. Reported net income was $1M.
How have Rocco Altobelli, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rocco Altobelli, Inc.'s sponsor-wide assets declined 16.3%, from $10M to $8M.
Which 401(k) plans are similar in size to Rocco Altobelli, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Buck Knives, Inc. Profit Sharing and Retirement Plan in ID ($11M, 319 participants).
Which 401(k) plans cover a similar participant headcount to Rocco Altobelli, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shared Service Systems Defined Contribution Retirement Plan in NE (119 participants, N/A 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 411226659.

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.