401(k) · DOL Form 5500 · 2024

Stephen Roatch Accountancy 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
3
Participants Small participant base
37th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Stephen Roatch Accountancy 401(k) Profit Sharing Plan & Trust · Sponsored by Stephen Roatch Accountancy · California · Professional & Technical Services

$4M in assets, 3 participants

Stephen Roatch Accountancy's Stephen Roatch Accountancy 401(k) Profit Sharing Plan & Trust reported $4M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,799 in Professional & Technical Services (20,173 peers)

Stephen Roatch Accountancy multi-year trail

Stephen Roatch Accountancy's plans moved +31.6% in assets from 2022 to 2024; this filing shows Stephen Roatch Accountancy 401(k) Profit Sharing Plan & Trust at $4M / 3 participants.

#6,799
in Professional & Technical Services (20,173 peers)
+18.4%
assets growth YoY

Stephen Roatch Accountancy 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Stephen Roatch Accountancy 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$3,644,748 37th percentile higher than 37% 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

Stephen Roatch Accountancy 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Stephen Roatch Accountancy 401(k) Profit Sharing Plan & Trust is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Stephen Roatch Accountancy 401(k) Profit Sharing Plan & Trust reported net income rose from $309K in the plan year 2023 filing to $566K in the plan year 2024 filing.
  • Stephen Roatch Accountancy 401(k) Profit Sharing Plan & Trust reported participants fell from 5 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Stephen Roatch Accountancy 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 680400730 · Stephen Roatch Accountancy PY 2024 · 401(k)

Stephen Roatch Accountancy 401(k) Profit Sharing Plan & Trust · $4M · 3 · 37th

  • EOY $4M
  • 5500 3
  • ASSETS 37th
  • PCT 401(k)
  • EIN near Wells Landscaping, Inc. 401(k) Plan
  • RANK ind #6799

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 California →

Stephen Roatch Accountancy 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Stephen Roatch Accountancy 401(k) Profit Sharing Plan & TrustStephen Roatch Accountancy 4…$4MWells Landscaping, Inc. 401(k) PlanWells Landscaping, Inc. 401(…$4MFirst National Bank Dublin Employee 401(k) PlanFirst National Bank Dublin E…$4MDart Controls, LLC 401(k) Profit Sharing PlanDart Controls, LLC 401(k) Pr…$4MVida Fitness 401(k) Plan$4M
End-of-year total assets ($M) among Stephen Roatch Accountancy 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Stephen Roatch Accountancy multi-year asset trail

Sponsor-wide plan assets over time

All Stephen Roatch Accountancy plans reported in each filing year

Latest sponsor-wide plan assets
$4M 31.619738909051513% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.77M $3.64M ▲ +31.4%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 5 $3M
2024 1 3 $4M

Stephen Roatch Accountancy filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$566K
Employer EIN680400730
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Stephen Roatch Accountancy 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Stephen Roatch Accountancy 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.003644748 · Participants: 3Stephen Roatch Accountancy 401(k) Profit Sharing Plan & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Stephen Roatch Accountancy 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Stephen Roatch Accountancy 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Stephen Roatch Accountancy 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Wells Landscaping, Inc. 401(k) Plan in MA ($4M); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Stephen Roatch Accountancy 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Stephen Roatch Accountancy 401(k) Profit Sharing Plan & Trust grew sharply - up 18.4% during 2024, from $3M to $4M. Reported net income was $566K.
How have Stephen Roatch Accountancy plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stephen Roatch Accountancy's sponsor-wide assets grew 31.6%, from $3M to $4M.
Which 401(k) plans are similar in size to Stephen Roatch Accountancy 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wells Landscaping, Inc. 401(k) Plan in MA ($4M, 10 participants).
Which 401(k) plans cover a similar participant headcount to Stephen Roatch Accountancy 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 680400730.

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.