401(k) · DOL Form 5500 · 2023
Roig, Rosenberg, Martin & Bellido, P.a. 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 146
- Participants Small participant base
- 66th
- Percentile by assets National rank
- $97,507
- Avg per participant Below avg balance/head
Official DOL plan name: Roig Lawyers 401(k) Plan · Sponsored by Roig, Rosenberg, Martin & Bellido, P.a. · Florida · Professional & Technical Services
$14M in assets, 146 participants
Roig, Rosenberg, Martin & Bellido, P.a.'s Roig Lawyers 401(k) Plan reported $14M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.
- #13,294 in Professional & Technical Services (20,321 peers)
Coverage in Florida
Roig Lawyers 401(k) Plan covers 146 participants in Florida, about 23% of the average Florida filer (state average ~628 per filing). Assets: $14M.
- #13,294
- in Professional & Technical Services (20,321 peers)
- +19.8%
- assets growth YoY
Roig Lawyers 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers
Roig Lawyers 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,236,067 Top 34% higher than 66% 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
Roig Lawyers 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. Roig Lawyers 401(k) Plan sits mid-pack in the medium band (146 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Roig Lawyers 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Roig Lawyers 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- Roig Lawyers 401(k) Plan reported participants rose from 143 in the plan year 2022 filing to 146 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 651011119 · Roig, Rosenberg, Martin & Bellido, P.a. PY 2023 · 401(k)
Roig Lawyers 401(k) Plan · $14M · 146 · 66th
- BOY $14M
- SCH 146
- EBSA 66th
- PART 401(k)
- TYPE near Go Wireline LLC 401(k) Profit Sharing Plan
- NET ind #13294
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 Professional & Technical Services retirement plans → · Plans in Florida →
Roig Lawyers 401(k) Plan in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | $2M |
| Employer EIN | 651011119 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roig, Rosenberg, Martin & Bellido, P.a.)
Sponsor-wide plan assets over time
All Roig, Rosenberg, Martin & Bellido, P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 42.31234772057065% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 143 | $12M |
| 2023 | 1 | 146 | $14M |
| 2024 | 1 | 130 | $17M |
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
Roig Lawyers 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Go Wireline LLC 401(k) Profit Sharing Plan in ND ($14M); by covered participants it is All City Management Services, Inc. 401(k) Plan in CA (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Go Wireline LLC 401(k) Profit Sharing Plan (ND) $14M · 199
- Hermann Services, Inc. 401(k) Salary Savings Plan (NJ) $14M · 257
- Miratech Group, LLC 401(k) Plan (OK) $14M · 149
- Farmington Country Club Retirement Plan (VA) $14M · 127
Similar participant headcount
Nearest other-state filings by covered participants (146 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.