401(k) · DOL Form 5500 · 2023

Rothfelder & Falick, L.L.P. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 4
Participants Small participant base: 33rd
Percentile by assets National rank: $632,093
Avg per participant High balance/head

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Official DOL plan name: Rothfelder & Falick, L.L.P. 401(k) Profit Sharing Plan · Sponsored by Rothfelder & Falick, L.L.P. · Texas · Professional & Technical Services

$3M in assets, 4 participants

Rothfelder & Falick, L.L.P.'s Rothfelder & Falick, L.L.P. 401(k) Profit Sharing Plan reported $3M in total assets and 4 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.

#6,063 in Professional & Technical Services (20,321 peers)

Rothfelder & Falick, L.L.P. multi-year trail

Rothfelder & Falick, L.L.P.'s plans moved +18.5% in assets from 2023 to 2024; this filing shows Rothfelder & Falick, L.L.P. 401(k) Profit Sharing Plan at $3M / 4 participants.

#6,063
in Professional & Technical Services (20,321 peers): +18.5%
assets growth YoY

Rothfelder & Falick, L.L.P. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Rothfelder & Falick, L.L.P. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,528,373 33rd percentile higher than 33% 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

Rothfelder & Falick, L.L.P. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rothfelder & Falick, L.L.P. 401(k) Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Form 5500 schedule snapshot

Filing strip 760514060 · Rothfelder & Falick, L.L.P. PY 2023 · 401(k)

Rothfelder & Falick, L.L.P. 401(k) Profit Sharing Plan · $3M · 4 · 33rd

ASSETS $3M
PCT 4
EIN 33rd
RANK 401(k)
PHOTO near Kassis Investment Company Retirement Plan
IND ind #6063

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 Texas →

End-of-year total assets ($M) among Rothfelder & Falick, L.L.P. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rothfelder & Falick, L.L.P. multi-year asset trail

Latest sponsor-wide plan assets: $3M 18.452894410753476% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	4	$3M
2024	1	4	$3M

Rothfelder & Falick, L.L.P. filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$395K
Employer EIN	760514060
Plan Effective Date	2004-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Texas

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

Rothfelder & Falick, L.L.P. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants

AT&T Retirement Savings Plan $40.0B · 119,854
Exxonmobil Savings Plan $21.9B · 23,477
Caterpillar 401(k) Savings Plan $16.5B · 41,679
American Airlines, Inc. 401(k) Plan $14.7B · 88,792
Dell Inc. 401(k) Plan $13.5B · 45,686

Compare Rothfelder & Falick, L.L.P. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Rothfelder & Falick, L.L.P. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Kassis Investment Company Retirement Plan in CA ($3M); by covered participants it is Makingchg, Inc. Retirement Plan in TN (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Kassis Investment Company Retirement Plan (CA) $3M · 2
Art Works, Inc. 401(k) Profit Sharing Plan & Trust (NY) $3M · 14
Signpost, Inc. Retirement Savings Plan (NY) $3M · 186
Luxe Sunset LLC 401(k) Plan (CA) $3M · 104

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

Makingchg, Inc. Retirement Plan (TN) 4 · 0 off
Dolan Law Offices, P.C. Profit Sharing Plan & Trust (IL) 4 · 0 off
Cromie Bros. 3 Inc. Retirement Plan (NH) 4 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 4 · 0 off

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 Rothfelder & Falick, L.L.P. 401(k) Profit Sharing Plan assets move in 2023? ▼

Rothfelder & Falick, L.L.P. 401(k) Profit Sharing Plan grew sharply - up 18.5% during 2023, from $2M to $3M. Reported net income was $395K.

How have Rothfelder & Falick, L.L.P. plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Rothfelder & Falick, L.L.P.'s sponsor-wide assets grew 18.5%, from $3M to $3M.

Which 401(k) plans are similar in size to Rothfelder & Falick, L.L.P. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Kassis Investment Company Retirement Plan in CA ($3M, 2 participants).

Which 401(k) plans cover a similar participant headcount to Rothfelder & Falick, L.L.P. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Makingchg, Inc. Retirement Plan in TN (4 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 760514060.