401(k) · DOL Form 5500 · 2023

Jerome H. Rhoads, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets: 168
Participants Small participant base: 51st
Percentile by assets National rank: $41,943
Avg per participant Low balance/head

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Official DOL plan name: Rhoads Energy 401(k) Plan · Sponsored by Jerome H. Rhoads, Inc. · Pennsylvania · Wholesale Trade

$7M in assets, 168 participants

Jerome H. Rhoads, Inc.'s Rhoads Energy 401(k) Plan reported $7M in total assets and 168 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

#2,592 in Wholesale Trade (6,309 peers)

Coverage in Pennsylvania

Rhoads Energy 401(k) Plan covers 168 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $7M.

#2,592
in Wholesale Trade (6,309 peers): +20.4%
assets growth YoY

Rhoads Energy 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Rhoads Energy 401(k) Plan vs every filed plan by assets

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

$7,046,423 Top 49% higher than 51% 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

Rhoads Energy 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. Rhoads Energy 401(k) Plan sits mid-pack in the medium band (168 participants).

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%)

Rhoads Energy 401(k) Plan reported net income rose from -$690K in the plan year 2022 filing to $1M in the plan year 2023 filing.
Rhoads Energy 401(k) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Rhoads Energy 401(k) Plan reported participants rose from 158 in the plan year 2022 filing to 168 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 231521282 · Jerome H. Rhoads, Inc. PY 2023 · 401(k)

Rhoads Energy 401(k) Plan · $7M · 168 · 51st

SCH $7M
EBSA 168
PART 51st
TYPE 401(k)
NET near Neocis 401(k) Plan
BOOK ind #2592

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 Pennsylvania →

End-of-year total assets ($M) among Rhoads Energy 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)	$6M
Net Assets (End of Year)	$7M
Net Income	$1M
Employer EIN	231521282
Plan Effective Date	1986-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Jerome H. Rhoads, Inc.)

Latest sponsor-wide plan assets: $12M 22.341782662520004% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	2	314	$10M
2023	2	340	$11M
2024	2	329	$12M

Nearby 401(k) Plans in Pennsylvania

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

Rhoads Energy 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
Cigna 401(k) Plan $13.0B · 66,760
The Vanguard Retirement and Savings Plan $9.8B · 18,200
The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184

Compare Rhoads Energy 401(k) Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Neocis 401(k) Plan in FL ($7M); by covered participants it is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Neocis 401(k) Plan (FL) $7M · 160
Edco Health Information Solutions 401(k) Retirement Plan (MO) $7M · 394
Michael Nicholas, Inc. 401(k) Profit Sharing Plan (AZ) $7M · 206
Team One Contract Services 401(k) Plan (GA) $7M · 737

Similar participant headcount

Nearest other-state filings by covered participants (168 participants); asset peers above are excluded.

Jenkins Linc-Merc, Inc. 401(k) Plan (FL) 168 · 0 off
Serving Children and Adults in Need, Inc. 401(k) Plan (TX) 168 · 0 off
Circle Y Saddles, Inc. 401(k) Profit Sharing Plan (TX) 168 · 0 off
Deseret-Blue Mountain 401(k) Plan (UT) 168 · 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 Rhoads Energy 401(k) Plan assets move in 2023? ▼

Rhoads Energy 401(k) Plan grew sharply - up 20.4% during 2023, from $6M to $7M. Reported net income was $1M.

How have Jerome H. Rhoads, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Jerome H. Rhoads, Inc.'s sponsor-wide assets grew 22.3%, from $10M to $12M.

Which 401(k) plans are similar in size to Rhoads Energy 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Neocis 401(k) Plan in FL ($7M, 160 participants).

Which 401(k) plans cover a similar participant headcount to Rhoads Energy 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Jenkins Linc-Merc, Inc. 401(k) Plan in FL (168 participants, $3M 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 231521282.