401(k) · DOL Form 5500 · 2024
Roland Agency, Inc. 401(k) Plan
Data updated 2026-08-25
- $280K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 13th
- Percentile by assets National rank
- $140,000
- Avg per participant Near avg balance/head
Official DOL plan name: Roland Agency Retirement Plan · Sponsored by Roland Agency, Inc. · North Carolina · Finance & Insurance
$280K in assets, 2 participants
Roland Agency, Inc.'s Roland Agency Retirement Plan reported $280K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 13th 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.
- #563 in Finance & Insurance (8,549 peers)
What the 2024 filing shows
Roland Agency Retirement Plan holds $280K for 2 participants - about $140,000 per participant, among the smaller plans by assets on file.
- #563
- in Finance & Insurance (8,549 peers)
- +1.8%
- assets growth YoY
Roland Agency Retirement Plan among the smaller filed plans by assets
Roland Agency Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$280,000 13th percentile higher than 13% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Roland Agency Retirement Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roland Agency Retirement Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Roland Agency Retirement Plan reported net income fell from $15K in the plan year 2023 filing to $5K in the plan year 2024 filing.
- Roland Agency Retirement Plan end-of-year assets rose from $275K in the plan year 2023 filing to $280K in the plan year 2024 filing.
DOL schedule card
Filing strip 820639318 · Roland Agency, Inc. PY 2024 · 401(k)
Roland Agency Retirement Plan · $280K · 2 · 13th
- EOY $280K
- 5500 2
- ASSETS 13th
- PCT 401(k)
- EIN near Imrie Ceramics and Refractory Co Retirement Plan
- RANK ind #563
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 Finance & Insurance retirement plans → · Plans in North Carolina →
Roland Agency Retirement Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $275K |
|---|---|
| Net Assets (End of Year) | $280K |
| Net Income | $5K |
| Employer EIN | 820639318 |
| Plan Effective Date | 2017-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roland Agency, Inc.)
Sponsor-wide plan assets over time
All Roland Agency, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $280K 7.6923076923076925% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $260K |
| 2023 | 1 | 2 | $275K |
| 2024 | 1 | 2 | $280K |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $62.9B · 168,963
- Honeywell 401(k) Plan $16.3B · 39,468
- Duke Energy Retirement Savings Plan $11.3B · 27,341
- Nucor Corporation Profit Sharing and Retirement Savings Plan $9.3B · 27,070
- Truist Financial Corporation 401(k) Savings Plan $9.2B · 52,699
Roland Agency Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Imrie Ceramics and Refractory Co Retirement Plan in MO ($280K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($280K here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.