401(k) · DOL Form 5500 · 2023

Residential Opportunities, Incorporated 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
369
Participants Below avg headcount
46th
Percentile by assets National rank
$15,085
Avg per participant Low balance/head
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Official DOL plan name: Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan · Sponsored by Residential Opportunities, Incorporated · Michigan · Healthcare & Social Assistance

$6M in assets, 369 participants

Residential Opportunities, Incorporated's Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan reported $6M in total assets and 369 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.

  • #9,007 in Healthcare & Social Assistance (17,684 peers)

Residential Opportunities, Incorporated multi-year trail

Residential Opportunities, Incorporated's plans moved +56.8% in assets from 2022 to 2024; this filing shows Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan at $6M / 369 participants.

#9,007
in Healthcare & Social Assistance (17,684 peers)
+34.3%
assets growth YoY

Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan vs every filed plan by assets

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

$5,566,413 46th percentile higher than 46% 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

Residential Opportunities, Incorporated Tax Sheltered 403(b) 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. Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan sits mid-pack in the medium band (369 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan reported participants fell from 388 in the plan year 2022 filing to 369 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 382185735 · Residential Opportunities, Incorporated PY 2023 · 401(k)

Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan · $6M · 369 · 46th

  • TYPE $6M
  • TYPE 369
  • TYPE 46th
  • TYPE 401(k)
  • TYPE near Dave Wright Nissan Subaru, Inc. 401(k) Plan
  • TYPE ind #9007

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 Healthcare & Social Assistance retirement plans → · Plans in Michigan →

Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan in the asset neighbourhood

Residential Opportunities, Incorporated Tax Sheltered 403(b) PlanResidential Opportunities, I…$6MDave Wright Nissan Subaru, Inc. 401(k) PlanDave Wright Nissan Subaru, I…$6MUniversal Pure 401(k) Plan$6MShoun Bach 401(k) Plan$6MValley Eye Associates 401(k) Retirement Savings PlanValley Eye Associates 401(k)…$6M
End-of-year total assets ($M) among Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Residential Opportunities, Incorporated multi-year asset trail

Sponsor-wide plan assets over time

All Residential Opportunities, Incorporated plans reported in each filing year

Latest sponsor-wide plan assets
$6M 56.843697913825785% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $4.14M $6.5M ▲ +57.0%
Year Plans Participants Total Assets
2022 1 388 $4M
2023 1 369 $6M
2024 1 393 $6M

Residential Opportunities, Incorporated filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN382185735
Plan Effective Date1995-02-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan, Total assets ($B): 0.005566413 · Participants: 369Residential Opportunities, Incorporated Tax Sheltered 403(b) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants

Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Dave Wright Nissan Subaru, Inc. 401(k) Plan in IA ($6M); by covered participants it is Material Control, Inc. 401(k) Plan in IL (369 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (369 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 Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan assets move in 2023?
Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan surged - up 34.3% during 2023, from $4M to $6M. Reported net income was $1M.
How have Residential Opportunities, Incorporated plan assets changed over time?
Across 3 plan years on file (2022-2024), Residential Opportunities, Incorporated's sponsor-wide assets grew 56.8%, from $4M to $6M.
Which 401(k) plans are similar in size to Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan?
Among 401(k) plans in other states, the closest by assets is Dave Wright Nissan Subaru, Inc. 401(k) Plan in IA ($6M, 64 participants).
Which 401(k) plans cover a similar participant headcount to Residential Opportunities, Incorporated Tax Sheltered 403(b) Plan?
Among 401(k) plans in other states, the closest by covered participants is Material Control, Inc. 401(k) Plan in IL (369 participants, $23M in assets).