401(k) · DOL Form 5500 · 2023

Roncalli Institute, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
46
Participants Small participant base
29th
Percentile by assets National rank
$38,525
Avg per participant Low balance/head
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Official DOL plan name: Roncalli Institute Master 401(k) Plan · Sponsored by Roncalli Institute, Inc. · Connecticut · Administrative & Support Services

$2M in assets, 46 participants

Roncalli Institute, Inc.'s Roncalli Institute Master 401(k) Plan reported $2M in total assets and 46 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,310 in Administrative & Support Services (4,372 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Roncalli Institute Master 401(k) Plan ranks #2,310 of 4,372 2023 filers by assets (1628% of the sector average)-$2M for 46 participants.

#2,310
in Administrative & Support Services (4,372 peers)
+31.5%
assets growth YoY

Roncalli Institute Master 401(k) Plan among the smaller filed plans by assets

Roncalli Institute Master 401(k) Plan vs every filed plan by assets

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

$1,772,161 29th percentile higher than 29% 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

Roncalli Institute Master 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roncalli Institute Master 401(k) Plan is a small filing (46 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roncalli Institute Master 401(k) Plan reported net income rose from $245K in the plan year 2022 filing to $425K in the plan year 2023 filing.
  • Roncalli Institute Master 401(k) Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Roncalli Institute Master 401(k) Plan reported participants rose from 44 in the plan year 2022 filing to 46 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 060972317 · Roncalli Institute, Inc. PY 2023 · 401(k)

Roncalli Institute Master 401(k) Plan · $2M · 46 · 29th

  • BOY $2M
  • SCH 46
  • EBSA 29th
  • PART 401(k)
  • TYPE near Mithril Capital Management LLC 401(k) Profit Sharing Plan & Trust
  • NET ind #2310

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 Administrative & Support Services retirement plans → · Plans in Connecticut →

Roncalli Institute Master 401(k) Plan in the asset neighbourhood

Roncalli Institute Master 401(k) PlanRoncalli Institute Master 40…$2MMithril Capital Management LLC 401(k) Profit Sharing Plan & TrustMithril Capital Management L…$2MFlock Tex, Inc. 401 (K) Plan$2MTeach Me Personnel, LLC 401(k) Profit Sharing Plan and TrustTeach Me Personnel, LLC 401(…$2MMoyers Martin, LLP 401(k) Retirement PlanMoyers Martin, LLP 401(k) Re…$2M
End-of-year total assets ($M) among Roncalli Institute Master 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$425K
Employer EIN060972317
Plan Effective Date2003-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roncalli Institute, Inc.)

Sponsor-wide plan assets over time

All Roncalli Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 41.387188672326744% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.35M $1.9M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 44 $1M
2023 1 46 $2M
2024 1 51 $2M

Nearby 401(k) Plans in Connecticut

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

Roncalli Institute Master 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Roncalli Institute Master 401(k) Plan, Total assets ($B): 0.001772161 · Participants: 46Roncalli Institute Master 401(k) PlanRtx Savings Plan, Total assets ($B): 52.759784 · Participants: 123037Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 20.653030659 · Participants: 77865Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 6.478512 · Participants: 18377The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.948866 · Participants: 10291Xerox Corporation Savings PlanEversource 401(k) Plan, Total assets ($B): 3.751712453 · Participants: 9504Eversource 401(k) Plan
Roncalli Institute Master 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Roncalli Institute Master 401(k) Plan side-by-side with 3 peers →

Roncalli Institute Master 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Mithril Capital Management LLC 401(k) Profit Sharing Plan & Trust in TX ($2M); by covered participants it is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (46 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 Roncalli Institute Master 401(k) Plan assets move in 2023? ▼
Roncalli Institute Master 401(k) Plan surged - up 31.5% during 2023, from $1M to $2M. Reported net income was $425K.
How have Roncalli Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roncalli Institute, Inc.'s sponsor-wide assets grew 41.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Roncalli Institute Master 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mithril Capital Management LLC 401(k) Profit Sharing Plan & Trust in TX ($2M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Roncalli Institute Master 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carmel Mountain Preschool, Inc. Ct 401(k) Profit Sharing Plan in CA (46 participants, $3M 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 060972317.

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.