401(k) · DOL Form 5500 · 2024

Romo, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
107
Participants Small participant base
52nd
Percentile by assets National rank
$78,003
Avg per participant Below avg balance/head
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Official DOL plan name: Romo, Inc. 401(k) Plan · Sponsored by Romo, Inc. · Wisconsin · Manufacturing

$8M in assets, 107 participants

Romo, Inc.'s Romo, Inc. 401(k) Plan reported $8M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #6,510 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Romo, Inc. 401(k) Plan covers 107 participants in Wisconsin, about 19% of the average Wisconsin filer (state average ~563 per filing). Assets: $8M.

#6,510
in Manufacturing (17,777 peers)
+0.6%
assets growth YoY

Romo, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Romo, Inc. 401(k) Plan vs every filed plan by assets

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

$8,346,309 Top 48% higher than 52% 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

Romo, Inc. 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. Romo, Inc. 401(k) Plan sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Romo, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $52K in the plan year 2024 filing.
  • Romo, Inc. 401(k) Plan reported participants fell from 117 in the plan year 2023 filing to 107 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 390915013 · Romo, Inc. PY 2024 · 401(k)

Romo, Inc. 401(k) Plan · $8M · 107 · 52nd

  • BOOK $8M
  • BOOK 107
  • BOOK 52nd
  • BOOK 401(k)
  • BOOK near Dermatopathology Partners, P.C. 401(k) Plan
  • BOOK ind #6510

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 Manufacturing retirement plans → · Plans in Wisconsin →

Romo, Inc. 401(k) Plan in the asset neighbourhood

Romo, Inc. 401(k) Plan$8MDermatopathology Partners, P.C. 401(k) PlanDermatopathology Partners, P…$8MService Industrial, Inc 401(K )PlanService Industrial, Inc 401(…$8MEmployee Benefit Plan of Wesley Financial Group, LLCEmployee Benefit Plan of Wes…$8MDormae Products Inc 401(k) Profit Sharing Plan & TrustDormae Products Inc 401(k) P…$8M
End-of-year total assets ($M) among Romo, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$52K
Employer EIN390915013
Plan Effective Date1987-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Romo, Inc.)

Sponsor-wide plan assets over time

All Romo, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 21.071701647201767% vs 2022
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 202220232024 $6.89M $8.35M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 105 $7M
2023 1 117 $8M
2024 1 107 $8M

Nearby 401(k) Plans in Wisconsin

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

Romo, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Romo, Inc. 401(k) Plan, Total assets ($B): 0.008346309 · Participants: 107Romo, Inc. 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Romo, Inc. 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Romo, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Dermatopathology Partners, P.C. 401(k) Plan in TN ($8M); by covered participants it is Augmedix, Inc. 401(k) Plan in CA (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Romo, Inc. 401(k) Plan assets move in 2024?
Romo, Inc. 401(k) Plan held essentially flat - up 0.6% during 2024, from $8M to $8M. Reported net income was $52K.
How have Romo, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Romo, Inc.'s sponsor-wide assets grew 21.1%, from $7M to $8M.
Which 401(k) plans are similar in size to Romo, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Dermatopathology Partners, P.C. 401(k) Plan in TN ($8M, 57 participants).
Which 401(k) plans cover a similar participant headcount to Romo, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Augmedix, Inc. 401(k) Plan in CA (107 participants, $3M in assets).