401(k) · DOL Form 5500 · 2023

Roma of Florence, Inc. 401(k) Plan

Data updated 2026-08-25

$118K
Total assets Small plan by assets: 2
Participants Small participant base: 7th
Percentile by assets National rank: $58,978
Avg per participant Low balance/head

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Official DOL plan name: Roma of Florence, Inc. 401(k) Plan · Sponsored by Roma of Florence, Inc. · Kentucky · Construction

$118K in assets, 2 participants

Roma of Florence, Inc.'s Roma of Florence, Inc. 401(k) Plan reported $118K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 7th 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.

#614 in Construction (9,030 peers)

What the 2023 filing shows

Roma of Florence, Inc. 401(k) Plan holds $118K for 2 participants - about $58,978 per participant, among the smaller plans by assets on file.

#614
in Construction (9,030 peers): +2.9%
assets growth YoY

Roma of Florence, Inc. 401(k) Plan among the smaller filed plans by assets

Roma of Florence, Inc. 401(k) Plan vs every filed plan by assets

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

$117,956 7th percentile higher than 7% 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

Roma of Florence, Inc. 401(k) 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. Roma of Florence, Inc. 401(k) Plan is a micro filing (2 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%)

Roma of Florence, Inc. 401(k) Plan reported net income rose from -$12K in the plan year 2022 filing to $3K in the plan year 2023 filing.
Roma of Florence, Inc. 401(k) Plan end-of-year assets rose from $115K in the plan year 2022 filing to $118K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 853388470 · Roma of Florence, Inc. PY 2023 · 401(k)

Roma of Florence, Inc. 401(k) Plan · $118K · 2 · 7th

5500 $118K
ASSETS 2
PCT 7th
EIN 401(k)
RANK near Badger Nation LLC Eqrp 401(k) Walter Larisey, IV - Trustee EIN 92-2066195
PHOTO ind #614

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 Construction retirement plans → · Plans in Kentucky →

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

Filing particulars (2023)

Total Assets (Beginning of Year)	$115K
Net Assets (End of Year)	$118K
Net Income	$3K
Employer EIN	853388470
Plan Effective Date	2020-10-09
Filing Status	FILING RECEIVED

Sponsor Plan History (Roma of Florence, Inc.)

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$115K
2023	1	2	$118K
2024	1	4	N/A

Nearby 401(k) Plans in Kentucky

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

Roma of Florence, Inc. 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
Humana Retirement Savings Plan $7.4B · 45,938
UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
Scionhealth 401(k) Plan $1.2B · 33,226
Lexmark Savings Plan $1.2B · 1,968

Compare Roma of Florence, Inc. 401(k) Plan side-by-side with 3 peers →

Roma of Florence, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Badger Nation LLC Eqrp 401(k) Walter Larisey, IV - Trustee EIN 92-2066195 in WY ($118K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($118K here).

Badger Nation LLC Eqrp 401(k) Walter Larisey, IV - Trustee EIN 92-2066195 (WY) $118K · 14
Pcf 401(k) Plan (NJ) $118K · 327
National Allied Workers Union Local 831 Savings an (IL) $118K · 62
Stone Cottage Veterinary Hospital 401(k) Profit Sharing Plan (NY) $118K · 9

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Gillian Corporation 401(k) Plan (CO) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 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 Roma of Florence, Inc. 401(k) Plan assets move in 2023? ▼

Roma of Florence, Inc. 401(k) Plan edged up modestly - up 2.9% during 2023, from $115K to $118K. Reported net income was $3K.

Where does Roma of Florence, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼

Roma of Florence, Inc. 401(k) Plan ranks in the 7th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).

Which 401(k) plans are similar in size to Roma of Florence, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Badger Nation LLC Eqrp 401(k) Walter Larisey, IV - Trustee EIN 92-2066195 in WY ($118K, 14 participants).

Which 401(k) plans cover a similar participant headcount to Roma of Florence, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 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 853388470.