Profit Sharing · DOL Form 5500 · 2024
Nicholas Roman Enterprises Inc. Profit Sharing Plan
Data updated 2026-08-25
- $933K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $186,673
- Avg per participant Above avg balance/head
Official DOL plan name: Nicholas Roman Enterprises Inc. Retirement Plan · Sponsored by Nicholas Roman Enterprises Inc. · Iowa · Other Services
$933K in assets, 5 participants
Nicholas Roman Enterprises Inc.'s Nicholas Roman Enterprises Inc. Retirement Plan reported $933K in total assets and 5 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.
- #3,550 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Nicholas Roman Enterprises Inc. Retirement Plan ranks #3,550 of 7,719 2024 filers by assets (2150% of the sector average)-$933K for 5 participants.
- #3,550
- in Other Services (7,719 peers)
- +269.5%
- assets growth YoY
Nicholas Roman Enterprises Inc. Retirement Plan among the smaller filed plans by assets
Nicholas Roman Enterprises Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$933,367 23rd percentile higher than 23% 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
Nicholas Roman Enterprises Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nicholas Roman Enterprises Inc. Retirement Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Nicholas Roman Enterprises Inc. Retirement Plan reported participants rose from 1 in the plan year 2023 filing to 5 in the plan year 2024 filing.
- Nicholas Roman Enterprises Inc. Retirement Plan end-of-year assets rose from $253K in the plan year 2023 filing to $933K in the plan year 2024 filing.
- Nicholas Roman Enterprises Inc. Retirement Plan reported net income rose from $247K in the plan year 2023 filing to $681K in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 862848716 · Nicholas Roman Enterprises Inc. PY 2024 · Profit Sharing
Nicholas Roman Enterprises Inc. Retirement Plan · $933K · 5 · 23rd
- EOY $933K
- EOY 5
- EOY 23rd
- EOY Profit Sharing
- EOY near Chos Retirement Plan
- EOY ind #3550
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 Other Services retirement plans → · Plans in Iowa →
Nicholas Roman Enterprises Inc. Retirement Plan in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $253K |
|---|---|
| Net Assets (End of Year) | $933K |
| Net Income | $681K |
| Employer EIN | 862848716 |
| Plan Effective Date | 2021-03-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Nicholas Roman Enterprises Inc.)
Sponsor-wide plan assets over time
All Nicholas Roman Enterprises Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $933K 16735.6240981241% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15 | $6K |
| 2023 | 1 | 1 | $253K |
| 2024 | 1 | 5 | $933K |
Nearby Profit Sharing Plans in Iowa
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Dordt University Defined Contribution Retirement Plan $61M · 322
- Medtec LLC 401(k) Retirement Plan $30M · 279
- Liberty Pattern Company Profit Sharing Plan $26M · 12
- Newton Clinic, P.C. Profit Sharing Plan $17M · 43
- Burgess Health Center 403(b) Plan $16M · 272
Nicholas Roman Enterprises Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Iowa, the nearest Profit Sharing by assets is Chos Retirement Plan in PR ($933K); by covered participants it is Rl Barron Holdings Inc. Retirement Plan in GA (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($933K here).
- Chos Retirement Plan (PR) $933K · 12
- Jabsatacake, Inc. Retirement Plan (WI) $934K · 10
- Occupational Fitness, Inc. Retirement Plan (GA) $933K · 18
- Sweets and Subs, Inc. Retirement Plan (MO) $934K · 16
Similar participant headcount
Nearest other-state filings by covered participants (5 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.