401(k) · DOL Form 5500 · 2024

Roi Revolution, Inc 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
109
Participants Small participant base
58th
Percentile by assets National rank
$101,607
Avg per participant Below avg balance/head
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Official DOL plan name: Roi Revolution, Inc 401(k) Plan · Sponsored by Roi Revolution, Inc · North Carolina · Professional & Technical Services

$11M in assets, 109 participants

Roi Revolution, Inc's Roi Revolution, Inc 401(k) Plan reported $11M in total assets and 109 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #11,355 in Professional & Technical Services (20,173 peers)

Coverage in North Carolina

Roi Revolution, Inc 401(k) Plan covers 109 participants in North Carolina, about 13% of the average North Carolina filer (state average ~819 per filing). Assets: $11M.

#11,355
in Professional & Technical Services (20,173 peers)
+8.2%
assets growth YoY

Roi Revolution, Inc 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Roi Revolution, Inc 401(k) Plan vs every filed plan by assets

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

$11,075,138 Top 42% higher than 58% 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

Roi Revolution, 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. Roi Revolution, Inc 401(k) Plan sits mid-pack in the medium band (109 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roi Revolution, Inc 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $841K in the plan year 2024 filing.
  • Roi Revolution, Inc 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Roi Revolution, Inc 401(k) Plan reported participants fell from 116 in the plan year 2023 filing to 109 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 261645011 · Roi Revolution, Inc PY 2024 · 401(k)

Roi Revolution, Inc 401(k) Plan · $11M · 109 · 58th

  • VS-ST $11M
  • VS-ST 109
  • VS-ST 58th
  • VS-ST 401(k)
  • VS-ST near Little Sprouts Rainbow Fund
  • VS-ST ind #11355

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 North Carolina →

Roi Revolution, Inc 401(k) Plan in the asset neighbourhood

Roi Revolution, Inc 401(k) PlanRoi Revolution, Inc 401(k) P…$11MSierra National Construction, Inc. 401(k) Pw PlanSierra National Construction…$11MLittle Sprouts Rainbow Fund$11MNew Jersey Association of Realtors 401(k) Profit Sharing PlanNew Jersey Association of Re…$11MMerryman-Farr, LLC 401(k) Profit Sharing Plan and TrustMerryman-Farr, LLC 401(k) Pr…$11M
End-of-year total assets ($M) among Roi Revolution, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$841K
Employer EIN261645011
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roi Revolution, Inc)

Sponsor-wide plan assets over time

All Roi Revolution, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$11M 44.40698819410978% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.67M $11.1M ▲ +44.5%
Year Plans Participants Total Assets
2022 1 121 $8M
2023 1 116 $10M
2024 1 109 $11M

Nearby 401(k) Plans in North Carolina

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

Roi Revolution, Inc 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Roi Revolution, Inc 401(k) Plan, Total assets ($B): 0.011075138 · Participants: 109Roi Revolution, Inc 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Roi Revolution, Inc 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

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

Outside North Carolina, the nearest 401(k) by assets is Little Sprouts Rainbow Fund in MA ($11M); by covered participants it is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (109 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 Roi Revolution, Inc 401(k) Plan assets move in 2024?
Roi Revolution, Inc 401(k) Plan grew at a solid clip - up 8.2% during 2024, from $10M to $11M. Reported net income was $841K.
How have Roi Revolution, Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Roi Revolution, Inc's sponsor-wide assets grew 44.4%, from $8M to $11M.
Which 401(k) plans are similar in size to Roi Revolution, Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Little Sprouts Rainbow Fund in MA ($11M, 1,100 participants).
Which 401(k) plans cover a similar participant headcount to Roi Revolution, Inc 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is West Coast Code Consultants Inc. 401(k) Plan in CA (109 participants, $12M in assets).