401(k) · DOL Form 5500 · 2023

Roco Management 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
146
Participants Small participant base
33rd
Percentile by assets National rank
$16,661
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Roco Management 401(k) Plan · Sponsored by Roco Management · Michigan · Construction

$2M in assets, 146 participants

Roco Management's Roco Management 401(k) Plan reported $2M in total assets and 146 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #2,768 in Construction (9,030 peers)

Coverage in Michigan

Roco Management 401(k) Plan covers 146 participants in Michigan, about 23% of the average Michigan filer (state average ~638 per filing). Assets: $2M.

#2,768
in Construction (9,030 peers)
+9.0%
assets growth YoY

Roco Management 401(k) Plan among the smaller filed plans by assets

Roco Management 401(k) Plan vs every filed plan by assets

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

$2,432,490 33rd percentile higher than 33% 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

Roco Management 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. Roco Management 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

  • Roco Management 401(k) Plan reported net income rose from -$642K in the plan year 2022 filing to $202K in the plan year 2023 filing.
  • Roco Management 401(k) Plan reported participants fell from 162 in the plan year 2022 filing to 146 in the plan year 2023 filing.
  • Roco Management 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 475571246 · Roco Management PY 2023 · 401(k)

Roco Management 401(k) Plan · $2M · 146 · 33rd

  • NET $2M
  • NET 146
  • NET 33rd
  • NET 401(k)
  • NET near Bright Eyes Employees 401(k) Profit Sharing Plan and Trust
  • NET ind #2768

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 Construction retirement plans → · Plans in Michigan →

Roco Management 401(k) Plan in the asset neighbourhood

Roco Management 401(k) Plan$2MBright Eyes Employees 401(k) Profit Sharing Plan and TrustBright Eyes Employees 401(k)…$2MTt of Lake Norman, LLC Dba Lake Norman Chrysler Jeep Dodge 401(k) PlanTt of Lake Norman, LLC Dba L…$2MRosen's Diversified Union Employees 401(k) Retirement PlanRosen's Diversified Union Em…$2MBrotschul Potts, LLC 401(k) Profit Sharing Plan & TrustBrotschul Potts, LLC 401(k) …$2M
End-of-year total assets ($M) among Roco Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$202K
Employer EIN475571246
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roco Management)

Sponsor-wide plan assets over time

All Roco Management plans reported in each filing year

Latest sponsor-wide plan assets
$3M 22.05860731645656% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.23M $2.72M ▲ +22.0%
Year Plans Participants Total Assets
2022 1 162 $2M
2023 1 146 $2M
2024 1 124 $3M

Nearby 401(k) Plans in Michigan

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

Roco Management 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Roco Management 401(k) Plan, Total assets ($B): 0.00243249 · Participants: 146Roco Management 401(k) 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
Roco Management 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Roco Management 401(k) Plan side-by-side with 3 peers →

Roco Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Bright Eyes Employees 401(k) Profit Sharing Plan and Trust in MD ($2M); 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.

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.

Frequently Asked Questions

How did Roco Management 401(k) Plan assets move in 2023? ▼
Roco Management 401(k) Plan grew at a solid clip - up 9.0% during 2023, from $2M to $2M. Reported net income was $202K.
How have Roco Management plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roco Management's sponsor-wide assets grew 22.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Roco Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bright Eyes Employees 401(k) Profit Sharing Plan and Trust in MD ($2M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Roco Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is All City Management Services, Inc. 401(k) Plan in CA (146 participants, $1M 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 475571246.

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.