401(k) · DOL Form 5500 · 2024

Bosse Rollman PC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
7
Participants Small participant base
63rd
Percentile by assets National rank
$2.0M
Avg per participant High balance/head
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Official DOL plan name: Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement · Sponsored by Bosse Rollman PC · Arizona · Professional & Technical Services

$14M in assets, 7 participants

Bosse Rollman PC's Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement reported $14M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #12,598 in Professional & Technical Services (20,173 peers)

Bosse Rollman PC multi-year trail

Bosse Rollman PC's plans moved +15.8% in assets from 2022 to 2024; this filing shows Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement at $14M / 7 participants.

#12,598
in Professional & Technical Services (20,173 peers)
+8.5%
assets growth YoY

Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement's mid-pack asset rank among Professional & Technical Services and all filers

Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$14,305,798 Top 37% higher than 63% of 123,620 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 2024

Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement reported net income rose from $830K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement end-of-year assets rose from $13M in the plan year 2023 filing to $14M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 860651718 · Bosse Rollman PC PY 2024 · 401(k)

Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement · $14M · 7 · 63rd

  • NET $14M
  • BOOK 7
  • VS-ST 63rd
  • BOY 401(k)
  • SCH near Bankwell Financial Group, Inc. and Its Subsidiaries and Affiliates 401(k) Plan
  • EBSA ind #12598

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 Professional & Technical Services retirement plans → · Plans in Arizona →

Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement in the asset neighbourhood

Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust AgreementBosse' Rollman PC 401(k) Pro…$14MBankwell Financial Group, Inc. and Its Subsidiaries and Affiliates 401(k) PlanBankwell Financial Group, In…$14MRothe Development, Inc. 401(k) PlanRothe Development, Inc. 401(…$14MEnterprise Builders Corporation Employee Stock Ownership 401(k) PlanEnterprise Builders Corporat…$14MVelo-Payments 401(k) Plan$14M
End-of-year total assets ($M) among Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Bosse Rollman PC multi-year asset trail

Sponsor-wide plan assets over time

All Bosse Rollman PC plans reported in each filing year

Latest sponsor-wide plan assets
$14M 15.795784701951558% vs 2022
2024 filing year
$12M$13M$14M$15M 202220232024 $12.4M $14.3M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 15 $12M
2023 1 7 $13M
2024 1 7 $14M

Bosse Rollman PC filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$14M
Net Income$1M
Employer EIN860651718
Plan Effective Date1990-03-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement, Total assets ($B): 0.014305798 · Participants: 7Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust AgreementBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement side-by-side with 3 peers →

Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Bankwell Financial Group, Inc. and Its Subsidiaries and Affiliates 401(k) Plan in CT ($14M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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.

Frequently Asked Questions

How did Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement assets move in 2024? ▼
Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement grew at a solid clip - up 8.5% during 2024, from $13M to $14M. Reported net income was $1M.
How have Bosse Rollman PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bosse Rollman PC's sponsor-wide assets grew 15.8%, from $12M to $14M.
Which 401(k) plans are similar in size to Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement? ▼
Among 401(k) plans in other states, the closest by assets is Bankwell Financial Group, Inc. and Its Subsidiaries and Affiliates 401(k) Plan in CT ($14M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Bosse' Rollman PC 401(k) Profit Sharing Plan & Trust Agreement? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860651718.

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.