401(k) · DOL Form 5500 · 2023

Rocket Industrial, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
140
Participants Small participant base
65th
Percentile by assets National rank
$94,355
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rocket Industrial Employee's 401(k) Retirement Plan · Sponsored by Rocket Industrial, Inc. · Wisconsin · Wholesale Trade

$13M in assets, 140 participants

Rocket Industrial, Inc.'s Rocket Industrial Employee's 401(k) Retirement Plan reported $13M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,661 in Wholesale Trade (6,309 peers)

Coverage in Wisconsin

Rocket Industrial Employee's 401(k) Retirement Plan covers 140 participants in Wisconsin, about 25% of the average Wisconsin filer (state average ~563 per filing). Assets: $13M.

#3,661
in Wholesale Trade (6,309 peers)
+17.2%
assets growth YoY

Rocket Industrial Employee's 401(k) Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Rocket Industrial Employee's 401(k) Retirement Plan vs every filed plan by assets

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

$13,209,702 Top 35% higher than 65% 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

Rocket Industrial Employee's 401(k) Retirement 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. Rocket Industrial Employee's 401(k) Retirement Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rocket Industrial Employee's 401(k) Retirement Plan reported net income rose from -$908K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Rocket Industrial Employee's 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Rocket Industrial Employee's 401(k) Retirement Plan reported participants rose from 138 in the plan year 2022 filing to 140 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 396059764 · Rocket Industrial, Inc. PY 2023 · 401(k)

Rocket Industrial Employee's 401(k) Retirement Plan · $13M · 140 · 65th

  • 5500 $13M
  • ASSETS 140
  • PCT 65th
  • EIN 401(k)
  • RANK near O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust
  • PHOTO ind #3661

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Rocket Industrial Employee's 401(k) Retirement Plan in the asset neighbourhood

Rocket Industrial Employee's 401(k) Retirement PlanRocket Industrial Employee's…$13MO. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and TrustO. C. Cluss Lumber Company E…$13MHereford Insurance Company 401(k) Profit Sharing Plan and TrustHereford Insurance Company 4…$13MDelaney Auto Group 401(k) PlanDelaney Auto Group 401(k) Pl…$13MAtlas Construction Supply, Inc. Retirement Savings PlanAtlas Construction Supply, I…$13M
End-of-year total assets ($M) among Rocket Industrial Employee's 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN396059764
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rocket Industrial, Inc.)

Sponsor-wide plan assets over time

All Rocket Industrial, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 41.990700762097305% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.3M $16M ▲ +42.0%
Year Plans Participants Total Assets
2022 1 138 $11M
2023 1 140 $13M
2024 1 160 $16M

Nearby 401(k) Plans in Wisconsin

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

Rocket Industrial Employee's 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Rocket Industrial Employee's 401(k) Retirement Plan, Total assets ($B): 0.013209702 · Participants: 140Rocket Industrial Employee's 401(k) Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Rocket Industrial Employee's 401(k) Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Rocket Industrial Employee's 401(k) Retirement Plan side-by-side with 3 peers →

Rocket Industrial Employee's 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust in PA ($13M); by covered participants it is Pds 401(k) Plan for Corporate Staff Employees in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Rocket Industrial Employee's 401(k) Retirement Plan assets move in 2023? ▼
Rocket Industrial Employee's 401(k) Retirement Plan grew sharply - up 17.2% during 2023, from $11M to $13M. Reported net income was $2M.
How have Rocket Industrial, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rocket Industrial, Inc.'s sponsor-wide assets grew 42.0%, from $11M to $16M.
Which 401(k) plans are similar in size to Rocket Industrial Employee's 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is O. C. Cluss Lumber Company Employees 401(k) Profit Sharing Plan and Trust in PA ($13M, 121 participants).
Which 401(k) plans cover a similar participant headcount to Rocket Industrial Employee's 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pds 401(k) Plan for Corporate Staff Employees in TX (140 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 396059764.

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.