401(k) · DOL Form 5500 · 2023

Rockwell Collective, Inc. 401(k) Plan

Data updated 2026-08-25

$78K
Total assets Small plan by assets
6
Participants Small participant base
5th
Percentile by assets National rank
$13,068
Avg per participant Low balance/head
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Official DOL plan name: Rockwell Collective, Inc. 401(k) Plan · Sponsored by Rockwell Collective, Inc. · Colorado · Educational Services

$78K in assets, 6 participants

Rockwell Collective, Inc.'s Rockwell Collective, Inc. 401(k) Plan reported $78K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • #162 in Educational Services (3,735 peers)

2023 asset change

Rockwell Collective, Inc. 401(k) Plan surged 148.6% in 2023 ($32K → $78K) for 6 participants.

#162
in Educational Services (3,735 peers)
+148.6%
assets growth YoY

Rockwell Collective, Inc. 401(k) Plan among the smaller filed plans by assets

Rockwell Collective, Inc. 401(k) Plan vs every filed plan by assets

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

$78,406 5th percentile higher than 5% 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

Rockwell Collective, 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. Rockwell Collective, Inc. 401(k) Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rockwell Collective, Inc. 401(k) Plan reported net income rose from $3K in the plan year 2022 filing to $47K in the plan year 2023 filing.
  • Rockwell Collective, Inc. 401(k) Plan end-of-year assets rose from $32K in the plan year 2022 filing to $78K in the plan year 2023 filing.
  • Rockwell Collective, Inc. 401(k) Plan reported participants rose from 5 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 842906284 · Rockwell Collective, Inc. PY 2023 · 401(k)

Rockwell Collective, Inc. 401(k) Plan · $78K · 6 · 5th

  • IND $78K
  • EOY 6
  • 5500 5th
  • ASSETS 401(k)
  • PCT near Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan
  • EIN ind #162

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 Educational Services retirement plans → · Plans in Colorado →

Rockwell Collective, Inc. 401(k) Plan in the asset neighbourhood

Rockwell Collective, Inc. 401(k) PlanRockwell Collective, Inc. 40…$78KDonsandyschoenherr, Inc. 401(k) Profit Sharing PlanDonsandyschoenherr, Inc. 401…$78KSaber Fitness/Planet Fitness-401 K PlanSaber Fitness/Planet Fitness…$78KMathfriends Inc. 401(k) Plan$78KTracey Transformation Corp. 401(k) PlanTracey Transformation Corp. …$78K
End-of-year total assets ($M) among Rockwell Collective, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Rockwell Collective, Inc. years around the 2023 move

Sponsor-wide plan assets over time

All Rockwell Collective, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29K 8.588820899781236% vs 2022
2024 filing year
$0.02M$0.04M$0.06M$0.08M$0.1M 202220232024 $0.03M $0.03M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 5 $32K
2023 1 6 $78K
2024 1 8 $29K

2023 asset-move particulars

Total Assets (Beginning of Year)$32K
Net Assets (End of Year)$78K
Net Income$47K
Employer EIN842906284
Plan Effective Date2019-08-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Rockwell Collective, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -101234 Total assets ($B) Participants Rockwell Collective, Inc. 401(k) Plan, Total assets ($B): 0.000078406 · Participants: 6Rockwell Collective, Inc. 401(k) PlanDavita Retirement Savings Plan, Total assets ($B): 3.326219779 · Participants: 57711Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.806549522 · Participants: 10349Ball Corporation 401(k) and Employee Stock Ownership PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 1.852270164 · Participants: 10036Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.765770435 · Participants: 5847Woodward Retirement Savings PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 1.686655183 · Participants: 5491Arcadis U.S., Inc. Retirement Savings Plan
Rockwell Collective, Inc. 401(k) Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Rockwell Collective, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Colorado, the nearest 401(k) by assets is Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan in WI ($78K); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Rockwell Collective, Inc. 401(k) Plan assets move in 2023? ▼
Rockwell Collective, Inc. 401(k) Plan surged - up 148.6% during 2023, from $32K to $78K. Reported net income was $47K.
How have Rockwell Collective, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rockwell Collective, Inc.'s sponsor-wide assets declined 8.6%, from $32K to $29K.
Where does Rockwell Collective, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Rockwell Collective, Inc. 401(k) Plan ranks in the 5th 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 Rockwell Collective, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Donsandyschoenherr, Inc. 401(k) Profit Sharing Plan in WI ($78K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Rockwell Collective, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 842906284.

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.