401(k) · DOL Form 5500 · 2023

Roi Healthcare Solutions 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
157
Participants Small participant base
41st
Percentile by assets National rank
$26,301
Avg per participant Low balance/head
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Official DOL plan name: Roihs 401(k) Profit Sharing Plan and Trust · Sponsored by Roi Healthcare Solutions · Georgia · Professional & Technical Services

$4M in assets, 157 participants

Roi Healthcare Solutions's Roihs 401(k) Profit Sharing Plan and Trust reported $4M in total assets and 157 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,776 in Professional & Technical Services (20,321 peers)

Coverage in Georgia

Roihs 401(k) Profit Sharing Plan and Trust covers 157 participants in Georgia, about 14% of the average Georgia filer (state average ~1,096 per filing). Assets: $4M.

#7,776
in Professional & Technical Services (20,321 peers)
+37.0%
assets growth YoY

Roihs 401(k) Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers

Roihs 401(k) Profit Sharing Plan and Trust vs every filed plan by assets

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

$4,129,269 41st percentile higher than 41% 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

Roihs 401(k) Profit Sharing Plan and Trust 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. Roihs 401(k) Profit Sharing Plan and Trust sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roihs 401(k) Profit Sharing Plan and Trust reported net income rose from -$25K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Roihs 401(k) Profit Sharing Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Roihs 401(k) Profit Sharing Plan and Trust reported participants rose from 153 in the plan year 2022 filing to 157 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 582519597 · Roi Healthcare Solutions PY 2023 · 401(k)

Roihs 401(k) Profit Sharing Plan and Trust · $4M · 157 · 41st

  • RANK $4M
  • RANK 157
  • RANK 41st
  • RANK 401(k)
  • RANK near Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan
  • RANK ind #7776

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 Georgia →

Roihs 401(k) Profit Sharing Plan and Trust in the asset neighbourhood

Roihs 401(k) Profit Sharing Plan and TrustRoihs 401(k) Profit Sharing …$4MCraig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing PlanCraig, Terrill, Hale & Grant…$4MGlobal Gaming Lsp, LLC 401(k) PlanGlobal Gaming Lsp, LLC 401(k…$4MPcc Capital Management LLC 401(k) PlanPcc Capital Management LLC 4…$4MBoston Proper, LLC 401(k) PlanBoston Proper, LLC 401(k) Pl…$4M
End-of-year total assets ($M) among Roihs 401(k) Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$1M
Employer EIN582519597
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roi Healthcare Solutions)

Sponsor-wide plan assets over time

All Roi Healthcare Solutions plans reported in each filing year

Latest sponsor-wide plan assets
$5M 64.25736296557794% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.01M $4.95M ▲ +64.5%
Year Plans Participants Total Assets
2022 1 153 $3M
2023 1 157 $4M
2024 1 123 $5M

Nearby 401(k) Plans in Georgia

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

Roihs 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Roihs 401(k) Profit Sharing Plan and Trust, Total assets ($B): 0.004129269 · Participants: 157Roihs 401(k) Profit Sharing Plan and TrustThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Roihs 401(k) Profit Sharing Plan and Trust vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Roihs 401(k) Profit Sharing Plan and Trust side-by-side with 3 peers →

Roihs 401(k) Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan in TX ($4M); by covered participants it is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Roihs 401(k) Profit Sharing Plan and Trust assets move in 2023? ▼
Roihs 401(k) Profit Sharing Plan and Trust surged - up 37.0% during 2023, from $3M to $4M. Reported net income was $1M.
How have Roi Healthcare Solutions plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roi Healthcare Solutions's sponsor-wide assets grew 64.3%, from $3M to $5M.
Which 401(k) plans are similar in size to Roihs 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Craig, Terrill, Hale & Grantham, L.L.P. 401(k) Profit Sharing Plan in TX ($4M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Roihs 401(k) Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Atticus Bakery, LLC 401(k) Profit Sharing Plan in CT (157 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 582519597.

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.