401(k) · DOL Form 5500 · 2023
Roeslein & Associates, Inc. 401(k) Plan
Data updated 2026-08-25
- $153M
- Total assets Near avg plan size
- 819
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $186,414
- Avg per participant Above avg balance/head
Official DOL plan name: Roeslein & Associates, Inc. Retirement Savings Plan · Sponsored by Roeslein & Associates, Inc. · Missouri · Professional & Technical Services
$153M in assets, 819 participants
Roeslein & Associates, Inc.'s Roeslein & Associates, Inc. Retirement Savings Plan reported $153M in total assets and 819 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #19,266 in Professional & Technical Services (20,321 peers)
Where Roeslein & Associates, Inc. Retirement Savings Plan sits by assets
Roeslein & Associates, Inc. Retirement Savings Plan sits in the top 10% of all filed plans by assets, $153M for 819 participants (~$186,414/participant), up 28.1% in 2023.
- #19,266
- in Professional & Technical Services (20,321 peers)
- +28.1%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Roeslein & Associates, Inc. Retirement Savings Plan's outsized position by total assets
Roeslein & Associates, Inc. Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$152,672,795 Top 6% higher than 94% 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
Roeslein & Associates, Inc. Retirement Savings 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. Roeslein & Associates, Inc. Retirement Savings Plan sits mid-pack in the medium band (819 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Roeslein & Associates, Inc. Retirement Savings Plan reported net income rose from $5M in the plan year 2022 filing to $30M in the plan year 2023 filing.
- Roeslein & Associates, Inc. Retirement Savings Plan end-of-year assets rose from $119M in the plan year 2022 filing to $153M in the plan year 2023 filing.
- Roeslein & Associates, Inc. Retirement Savings Plan reported participants rose from 701 in the plan year 2022 filing to 819 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 431539282 · Roeslein & Associates, Inc. PY 2023 · 401(k)
Roeslein & Associates, Inc. Retirement Savings Plan · $153M · 819 · 94th
- EOY $153M
- 5500 819
- ASSETS 94th
- PCT 401(k)
- EIN near Eyesouth Partners 401(k) Plan
- RANK ind #19266
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 Missouri →
Roeslein & Associates, Inc. Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $119M |
|---|---|
| Net Assets (End of Year) | $151M |
| Net Income | $30M |
| Employer EIN | 431539282 |
| Plan Effective Date | 1990-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roeslein & Associates, Inc.)
Sponsor-wide plan assets over time
All Roeslein & Associates, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $158M 32.51417259136907% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 701 | $119M |
| 2023 | 1 | 819 | $153M |
| 2024 | 1 | 819 | $158M |
Nearby 401(k) Plans in Missouri
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Edward D. Jones & Co. Profit Sharing and 401(k) Plan $10.6B · 49,944
- Bayer Corporation Savings and Retirement Plan $10.3B · 19,273
- Enterprise Holdings Retirement Savings Plan $5.6B · 66,210
- Centene Management Corporation Retirement Plan $4.0B · 53,822
- Emerson Electric Company Employee Savings Investment Plan $3.6B · 10,316
Roeslein & Associates, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Missouri, the nearest 401(k) by assets is Eyesouth Partners 401(k) Plan in GA ($153M); by covered participants it is Johnson Controls Federal Systems, Inc. Retirement Savings Plan in WI (819 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($153M here).
- Eyesouth Partners 401(k) Plan (GA) $153M · 2,386
- Clearesult 401(k) Plan (TX) $153M · 2,166
- Trex Company, Inc. 401(k) Profit Sharing Plan (VA) $153M · 1,629
- Uf Health-Central Florida 401(k) Plan (FL) $153M · 3,198
Similar participant headcount
Nearest other-state filings by covered participants (819 participants); asset peers above are excluded.
- Johnson Controls Federal Systems, Inc. Retirement Savings Plan (WI) 819 · 0 off
- Fairbanks Morse Retirement Savings Plan (WI) 819 · 0 off
- Arjo Inc. 401(k) Plan (IL) 819 · 0 off
- Dime Community Bank 401(k) Plan (NY) 819 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.