401(k) · DOL Form 5500 · 2024

Rooted23 Corp 401(k) Plan

Data updated 2026-08-25

$82K
Total assets Small plan by assets
1
Participants Small participant base
5th
Percentile by assets National rank
$81,866
Avg per participant Below avg balance/head
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Official DOL plan name: Rooted23 Corp 401(k) Profit Sharing Plan · Sponsored by Rooted23 Corp · Colorado · Real Estate

$82K in assets, 1 participants

Rooted23 Corp's Rooted23 Corp 401(k) Profit Sharing Plan reported $82K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #330 in Real Estate (4,605 peers)

Rooted23 Corp multi-year trail

Rooted23 Corp's plans moved -12.5% in assets from 2022 to 2024; this filing shows Rooted23 Corp 401(k) Profit Sharing Plan at $82K / 1 participant.

#330
in Real Estate (4,605 peers)
+12.4%
assets growth YoY

Rooted23 Corp 401(k) Profit Sharing Plan among the smaller filed plans by assets

Rooted23 Corp 401(k) Profit Sharing Plan vs every filed plan by assets

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

$81,866 5th percentile higher than 5% 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

Rooted23 Corp 401(k) Profit Sharing 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. Rooted23 Corp 401(k) Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rooted23 Corp 401(k) Profit Sharing Plan reported net income rose from -$21K in the plan year 2023 filing to $9K in the plan year 2024 filing.
  • Rooted23 Corp 401(k) Profit Sharing Plan end-of-year assets rose from $73K in the plan year 2023 filing to $82K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 473890850 · Rooted23 Corp PY 2024 · 401(k)

Rooted23 Corp 401(k) Profit Sharing Plan · $82K · 1 · 5th

  • IND $82K
  • IND 1
  • IND 5th
  • IND 401(k)
  • IND near Resh Inc. 401(k) Plan
  • IND ind #330

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 Real Estate retirement plans → · Plans in Colorado →

Rooted23 Corp 401(k) Profit Sharing Plan in the asset neighbourhood

Rooted23 Corp 401(k) Profit Sharing PlanRooted23 Corp 401(k) Profit …$82KResh Inc. 401(k) Plan$82KFranchise Inspiration, Inc. 401(k) Profit Sharing PlanFranchise Inspiration, Inc. …$82KStoneshot USA Inc.401(k) Psp$82KCloverland Group Inc 401(k) PlanCloverland Group Inc 401(k) …$82K
End-of-year total assets ($M) among Rooted23 Corp 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rooted23 Corp multi-year asset trail

Sponsor-wide plan assets over time

All Rooted23 Corp plans reported in each filing year

Latest sponsor-wide plan assets
$82K 12.457761238718508% vs 2022
2024 filing year
$0.06M$0.07M$0.08M$0.09M$0.1M 202220232024 $0.09M $0.08M ▼ -11.1%
Year Plans Participants Total Assets
2022 1 1 $94K
2023 1 1 $73K
2024 1 1 $82K

Rooted23 Corp filing trail (2024)

Total Assets (Beginning of Year)$73K
Net Assets (End of Year)$82K
Net Income$9K
Employer EIN473890850
Plan Effective Date2015-05-04
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Rooted23 Corp 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Rooted23 Corp 401(k) Profit Sharing Plan, Total assets ($B): 0.000081866 · Participants: 1Rooted23 Corp 401(k) Profit Sharing PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Rooted23 Corp 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Rooted23 Corp 401(k) Profit Sharing Plan side-by-side with 3 peers →

Rooted23 Corp 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Resh Inc. 401(k) Plan in TX ($82K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($82K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Rooted23 Corp 401(k) Profit Sharing Plan assets move in 2024? ▼
Rooted23 Corp 401(k) Profit Sharing Plan grew at a solid clip - up 12.4% during 2024, from $73K to $82K. Reported net income was $9K.
How have Rooted23 Corp plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rooted23 Corp's sponsor-wide assets declined 12.5%, from $94K to $82K.
Where does Rooted23 Corp 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Rooted23 Corp 401(k) Profit Sharing Plan ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Rooted23 Corp 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Resh Inc. 401(k) Plan in TX ($82K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Rooted23 Corp 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 473890850.

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.