401(k) · DOL Form 5500 · 2023

Roundabout Theatre Company, Inc 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
187
Participants Below avg headcount
61st
Percentile by assets National rank
$58,441
Avg per participant Low balance/head
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Official DOL plan name: Roundabout Theatre Company 401(k) Profit Sharing Plan · Sponsored by Roundabout Theatre Company, Inc · New York · Arts, Entertainment & Recreation

$11M in assets, 187 participants

Roundabout Theatre Company, Inc's Roundabout Theatre Company 401(k) Profit Sharing Plan reported $11M in total assets and 187 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #2,221 in Arts, Entertainment & Recreation (2,945 peers)

Coverage in New York

Roundabout Theatre Company 401(k) Profit Sharing Plan covers 187 participants in New York, about 23% of the average New York filer (state average ~798 per filing). Assets: $11M.

#2,221
in Arts, Entertainment & Recreation (2,945 peers)
+21.1%
assets growth YoY

Roundabout Theatre Company 401(k) Profit Sharing Plan's mid-pack asset rank among Arts, Entertainment & Recreation and all filers

Roundabout Theatre Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$10,928,521 Top 39% higher than 61% 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

Roundabout Theatre Company 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roundabout Theatre Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (187 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roundabout Theatre Company 401(k) Profit Sharing Plan reported net income rose from $690K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Roundabout Theatre Company 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Roundabout Theatre Company 401(k) Profit Sharing Plan reported participants rose from 175 in the plan year 2022 filing to 187 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 136192346 · Roundabout Theatre Company, Inc PY 2023 · 401(k)

Roundabout Theatre Company 401(k) Profit Sharing Plan · $11M · 187 · 61st

  • PART $11M
  • TYPE 187
  • NET 61st
  • BOOK 401(k)
  • VS-ST near Fromm Family Foods, LLC 401(k) Plan
  • BOY ind #2221

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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →

Roundabout Theatre Company 401(k) Profit Sharing Plan in the asset neighbourhood

Roundabout Theatre Company 401(k) Profit Sharing PlanRoundabout Theatre Company 4…$11MFromm Family Foods, LLC 401(k) PlanFromm Family Foods, LLC 401(…$11MSierra Forest Products, Inc 401(k) PlanSierra Forest Products, Inc …$11MLasseter Tractor Co., Inc. 401(k) PlanLasseter Tractor Co., Inc. 4…$11MInfosync Services, LLC 401(k) PlanInfosync Services, LLC 401(k…$11M
End-of-year total assets ($M) among Roundabout Theatre Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN136192346
Plan Effective Date1998-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roundabout Theatre Company, Inc)

Sponsor-wide plan assets over time

All Roundabout Theatre Company, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$13M 46.881741157285546% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.03M $13.3M ▲ +46.8%
Year Plans Participants Total Assets
2022 1 175 $9M
2023 1 187 $11M
2024 1 150 $13M

Nearby 401(k) Plans in New York

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

Roundabout Theatre Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Roundabout Theatre Company 401(k) Profit Sharing Plan, Total assets ($B): 0.010928521 · Participants: 187Roundabout Theatre Company 401(k) Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Roundabout Theatre Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Roundabout Theatre Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Roundabout Theatre Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Fromm Family Foods, LLC 401(k) Plan in WI ($11M); by covered participants it is The Infosoft Group Retirement Plan in WI (187 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (187 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 Roundabout Theatre Company 401(k) Profit Sharing Plan assets move in 2023? ▼
Roundabout Theatre Company 401(k) Profit Sharing Plan grew sharply - up 21.1% during 2023, from $9M to $11M. Reported net income was $2M.
How have Roundabout Theatre Company, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roundabout Theatre Company, Inc's sponsor-wide assets grew 46.9%, from $9M to $13M.
Which 401(k) plans are similar in size to Roundabout Theatre Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Fromm Family Foods, LLC 401(k) Plan in WI ($11M, 253 participants).
Which 401(k) plans cover a similar participant headcount to Roundabout Theatre Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Infosoft Group Retirement Plan in WI (187 participants, N/A 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 136192346.

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.