401(k) · DOL Form 5500 · 2023
Dennis a. Roach, a Professional Corporation 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 4
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $1.5M
- Avg per participant High balance/head
Official DOL plan name: Dennis a. Roach, a Professional Corporation Profit Sharing Plan and Trust · Sponsored by Dennis a. Roach, a Professional Corporation · California · Professional & Technical Services
$6M in assets, 4 participants
Dennis a. Roach, a Professional Corporation's Dennis a. Roach, a Professional Corporation Profit Sharing Plan and Trust reported $6M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #9,394 in Professional & Technical Services (20,321 peers)
Dennis a. Roach, a Professional Corporation multi-year trail
Dennis a. Roach, a Professional Corporation's plans moved +28.3% in assets from 2022 to 2024; this filing shows Dennis a. Roach, a Professional Corporation Profit Sharing Plan and Trust at $6M / 4 participants.
- #9,394
- in Professional & Technical Services (20,321 peers)
- +20.4%
- assets growth YoY
Dennis a. Roach, a Professional Corporation Profit Sharing Plan and Trust's mid-pack asset rank among Professional & Technical Services and all filers
Dennis a. Roach, a Professional Corporation Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,039,835 48th percentile higher than 48% 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
Dennis a. Roach, a Professional Corporation Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dennis a. Roach, a Professional Corporation Profit Sharing Plan and Trust is a micro filing (4 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dennis a. Roach, a Professional Corporation Profit Sharing Plan and Trust reported net income rose from $121K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Dennis a. Roach, a Professional Corporation Profit Sharing Plan and Trust reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
- Dennis a. Roach, a Professional Corporation Profit Sharing Plan and Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 953510430 · Dennis a. Roach, a Professional Corporation PY 2023 · 401(k)
Dennis a. Roach, a Professional Corporation Profit Sharing Plan and Trust · $6M · 4 · 48th
- TYPE $6M
- NET 4
- BOOK 48th
- VS-ST 401(k)
- BOY near Data Directions, Inc. 401 (K) Profit Sharing Plan
- SCH ind #9394
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 California →
Dennis a. Roach, a Professional Corporation Profit Sharing Plan and Trust in the asset neighbourhood
Dennis a. Roach, a Professional Corporation multi-year asset trail
Sponsor-wide plan assets over time
All Dennis a. Roach, a Professional Corporation plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 28.295494519607132% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $5M |
| 2023 | 1 | 4 | $6M |
| 2024 | 1 | 4 | $6M |
Dennis a. Roach, a Professional Corporation filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 953510430 |
| Plan Effective Date | 2014-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Dennis a. Roach, a Professional Corporation Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Data Directions, Inc. 401 (K) Profit Sharing Plan in VA ($6M); 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 ($6M here).
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.