401(k) · DOL Form 5500 · 2023

Roan and Black, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
3
Participants Small participant base
24th
Percentile by assets National rank
$333,470
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Roan and Black, Inc. 401(k) Plan · Sponsored by Roan and Black, Inc. · Michigan · Retail Trade

$1M in assets, 3 participants

Roan and Black, Inc.'s Roan and Black, Inc. 401(k) Plan reported $1M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,037 in Retail Trade (8,414 peers)

Roan and Black, Inc. multi-year trail

Roan and Black, Inc.'s plans moved -38.7% in assets from 2022 to 2024; this filing shows Roan and Black, Inc. 401(k) Plan at $1M / 3 participants.

#3,037
in Retail Trade (8,414 peers)
+226.8%
assets growth YoY

Roan and Black, Inc. 401(k) Plan among the smaller filed plans by assets

Roan and Black, Inc. 401(k) Plan vs every filed plan by assets

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

$1,000,411 24th percentile higher than 24% 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

Roan and Black, 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. Roan and Black, Inc. 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roan and Black, Inc. 401(k) Plan reported net income rose from -$177K in the plan year 2022 filing to $694K in the plan year 2023 filing.
  • Roan and Black, Inc. 401(k) Plan end-of-year assets rose from $306K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Roan and Black, Inc. 401(k) Plan reported participants fell from 5 in the plan year 2022 filing to 3 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 461148106 · Roan and Black, Inc. PY 2023 · 401(k)

Roan and Black, Inc. 401(k) Plan · $1M · 3 · 24th

  • IND $1M
  • EOY 3
  • 5500 24th
  • ASSETS 401(k)
  • PCT near Global Exchange Connection LLC 401(k) Profit Sharing Plan & Trust
  • EIN ind #3037

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 Retail Trade retirement plans → · Plans in Michigan →

Roan and Black, Inc. 401(k) Plan in the asset neighbourhood

Roan and Black, Inc. 401(k) PlanRoan and Black, Inc. 401(k) …$1MGlobal Exchange Connection LLC 401(k) Profit Sharing Plan & TrustGlobal Exchange Connection L…$1MDjc Investment 401(k)$1MGlass House 401(k) Plan$1MVersant Supply Chain 401(k) PlanVersant Supply Chain 401(k) …$1M
End-of-year total assets ($M) among Roan and Black, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Roan and Black, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Roan and Black, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$188K 38.72828782092536% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.31M $0.19M ▼ -38.7%
Year Plans Participants Total Assets
2022 1 5 $306K
2023 1 3 $1M
2024 1 3 $188K

Roan and Black, Inc. filing trail (2023)

Total Assets (Beginning of Year)$306K
Net Assets (End of Year)$1M
Net Income$694K
Employer EIN461148106
Plan Effective Date2012-10-02
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Michigan

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

Roan and Black, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510152025 Total assets ($B) Participants Roan and Black, Inc. 401(k) Plan, Total assets ($B): 0.001000411 · Participants: 3Roan and Black, Inc. 401(k) PlanGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 20.378449285 · Participants: 47299General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 15.588575271 · Participants: 30516Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.084842211 · Participants: 18088The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 8.580684909 · Participants: 40393The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 7.617084451 · Participants: 59195Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Roan and Black, Inc. 401(k) Plan vs. nearby 401(k) plans in Michigan, assets vs. participants
Compare Roan and Black, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest 401(k) by assets is Global Exchange Connection LLC 401(k) Profit Sharing Plan & Trust in VA ($1M); by covered participants it is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Roan and Black, Inc. 401(k) Plan assets move in 2023? ▼
Roan and Black, Inc. 401(k) Plan surged - up 226.8% during 2023, from $306K to $1M. Reported net income was $694K.
How have Roan and Black, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roan and Black, Inc.'s sponsor-wide assets declined 38.7%, from $306K to $188K.
Where does Roan and Black, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Roan and Black, Inc. 401(k) Plan ranks in the 24th 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 Roan and Black, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Global Exchange Connection LLC 401(k) Profit Sharing Plan & Trust in VA ($1M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Roan and Black, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cookeville Urology PLC 401(k) Profit Sharing Plan in TN (3 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 461148106.

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.