401(k) · DOL Form 5500 · 2024

Paul E Roman PA 401(k) Plan

Data updated 2026-08-25

$978K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$488,753
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Paul E Roman PA 401(k) Profit Sharing Plan & Trust · Sponsored by Paul E Roman PA · Florida · Professional & Technical Services

$978K in assets, 2 participants

Paul E Roman PA's Paul E Roman PA 401(k) Profit Sharing Plan & Trust reported $978K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,627 in Professional & Technical Services (20,173 peers)

Paul E Roman PA multi-year trail

Paul E Roman PA's plans moved +27.3% in assets from 2022 to 2024; this filing shows Paul E Roman PA 401(k) Profit Sharing Plan & Trust at $978K / 2 participants.

#3,627
in Professional & Technical Services (20,173 peers)
+14.5%
assets growth YoY

Paul E Roman PA 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Paul E Roman PA 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$977,505 23rd percentile higher than 23% of 123,620 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 2024

Paul E Roman PA 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Paul E Roman PA 401(k) Profit Sharing Plan & Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Paul E Roman PA 401(k) Profit Sharing Plan & Trust reported net income rose from $86K in the plan year 2023 filing to $124K in the plan year 2024 filing.
  • Paul E Roman PA 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $854K in the plan year 2023 filing to $978K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 651090350 · Paul E Roman PA PY 2024 · 401(k)

Paul E Roman PA 401(k) Profit Sharing Plan & Trust · $978K · 2 · 23rd

  • IND $978K
  • IND 2
  • IND 23rd
  • IND 401(k)
  • IND near The Tuerk House, Inc. 401(k)
  • IND ind #3627

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 Florida →

Paul E Roman PA 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Paul E Roman PA 401(k) Profit Sharing Plan & TrustPaul E Roman PA 401(k) Profi…$978KThe Tuerk House, Inc. 401(k)$978KKayden Industries USA Inc. 401(k) Profit Sharing Plan & TruKayden Industries USA Inc. 4…$977KP3 Data Systems Retirement PlanP3 Data Systems Retirement P…$978KTpo 401(k) Plan$977K
End-of-year total assets ($M) among Paul E Roman PA 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Paul E Roman PA multi-year asset trail

Sponsor-wide plan assets over time

All Paul E Roman PA plans reported in each filing year

Latest sponsor-wide plan assets
$978K 27.31427514590597% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M 202220232024 $0.77M $0.98M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 2 $768K
2023 1 2 $854K
2024 1 2 $978K

Paul E Roman PA filing trail (2024)

Total Assets (Beginning of Year)$854K
Net Assets (End of Year)$978K
Net Income$124K
Employer EIN651090350
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Paul E Roman PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Paul E Roman PA 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000977505 · Participants: 2Paul E Roman PA 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Paul E Roman PA 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Paul E Roman PA 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Paul E Roman PA 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Tuerk House, Inc. 401(k) in MD ($978K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($978K here).

Similar participant headcount

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

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Paul E Roman PA 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Paul E Roman PA 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 14.5% during 2024, from $854K to $978K. Reported net income was $124K.
How have Paul E Roman PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Paul E Roman PA's sponsor-wide assets grew 27.3%, from $768K to $978K.
Where does Paul E Roman PA 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Paul E Roman PA 401(k) Profit Sharing Plan & Trust ranks in the 23rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Paul E Roman PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is The Tuerk House, Inc. 401(k) in MD ($978K, 152 participants).
Which 401(k) plans cover a similar participant headcount to Paul E Roman PA 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 651090350.

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.