401(k) · DOL Form 5500 · 2024
Roundstone Management, Ltd. 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 149
- Participants Small participant base
- 58th
- Percentile by assets National rank
- $75,465
- Avg per participant Below avg balance/head
Official DOL plan name: Roundstone Management, Ltd. 401(k) Plan · Sponsored by Roundstone Management, Ltd. · Ohio · Finance & Insurance
$11M in assets, 149 participants
Roundstone Management, Ltd.'s Roundstone Management, Ltd. 401(k) Plan reported $11M in total assets and 149 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.
- #3,601 in Finance & Insurance (8,549 peers)
Coverage in Ohio
Roundstone Management, Ltd. 401(k) Plan covers 149 participants in Ohio, about 19% of the average Ohio filer (state average ~765 per filing). Assets: $11M.
- #3,601
- in Finance & Insurance (8,549 peers)
- +30.4%
- assets growth YoY
Roundstone Management, Ltd. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Roundstone Management, Ltd. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,244,311 Top 42% higher than 58% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Roundstone Management, Ltd. 401(k) Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roundstone Management, Ltd. 401(k) Plan sits mid-pack in the medium band (149 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Roundstone Management, Ltd. 401(k) Plan reported participants rose from 102 in the plan year 2023 filing to 149 in the plan year 2024 filing.
- Roundstone Management, Ltd. 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
- Roundstone Management, Ltd. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 270371422 · Roundstone Management, Ltd. PY 2024 · 401(k)
Roundstone Management, Ltd. 401(k) Plan · $11M · 149 · 58th
- BOOK $11M
- VS-ST 149
- BOY 58th
- SCH 401(k)
- EBSA near Precision Dose, Inc. Employee Savings and Retirement Plan
- PART ind #3601
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 Finance & Insurance retirement plans → · Plans in Ohio →
Roundstone Management, Ltd. 401(k) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $3M |
| Employer EIN | 270371422 |
| Plan Effective Date | 2011-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roundstone Management, Ltd.)
Sponsor-wide plan assets over time
All Roundstone Management, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 30.410025196366387% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 102 | $9M |
| 2024 | 1 | 149 | $11M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
Roundstone Management, Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Precision Dose, Inc. Employee Savings and Retirement Plan in IL ($11M); by covered participants it is Tier1 Integrity, LLC 401(k) Plan in TX (149 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Precision Dose, Inc. Employee Savings and Retirement Plan (IL) $11M · 103
- R.W. Mercer Co. 401(k) Profit Sharing Plan (MI) $11M · 156
- Bentkey Services 401(k) Plan (TN) $11M · 264
- Valley Forge Fabrics, Inc 401(k) Plan (FL) $11M · 220
Similar participant headcount
Nearest other-state filings by covered participants (149 participants); asset peers above are excluded.
- Tier1 Integrity, LLC 401(k) Plan (TX) 149 · 0 off
- Venus Construction Company 401(k) Plan (TX) 149 · 0 off
- H.E.P. Materials Corp. 401(k) Profit Sharing Plan (NY) 149 · 0 off
- E.K.G. Security, Inc. Retirement Plan (GA) 149 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.