401(k) · DOL Form 5500 · 2024
R & O Construction 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 166
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $158,914
- Avg per participant Above avg balance/head
Official DOL plan name: R & O Construction Profit Sharing 401(k) Plan · Sponsored by R & O Construction · Utah · Construction
$26M in assets, 166 participants
R & O Construction's R & O Construction Profit Sharing 401(k) Plan reported $26M in total assets and 166 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #6,679 in Construction (9,039 peers)
Coverage in Utah
R & O Construction Profit Sharing 401(k) Plan covers 166 participants in Utah, about 28% of the average Utah filer (state average ~592 per filing). Assets: $26M.
- #6,679
- in Construction (9,039 peers)
- +14.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
R & O Construction Profit Sharing 401(k) Plan's outsized position by total assets
R & O Construction Profit Sharing 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$26,379,767 Top 25% higher than 75% 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
R & O Construction Profit Sharing 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. R & O Construction Profit Sharing 401(k) Plan sits mid-pack in the medium band (166 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- R & O Construction Profit Sharing 401(k) Plan reported net income rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- R & O Construction Profit Sharing 401(k) Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- R & O Construction Profit Sharing 401(k) Plan reported participants fell from 174 in the plan year 2023 filing to 166 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 870357889 · R & O Construction PY 2024 · 401(k)
R & O Construction Profit Sharing 401(k) Plan · $26M · 166 · 75th
- EIN $26M
- EIN 166
- EIN 75th
- EIN 401(k)
- EIN near Woodward Design + Build, LLC 401(k) Profit Sharing
- EIN ind #6679
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 Construction retirement plans → · Plans in Utah →
R & O Construction Profit Sharing 401(k) Plan in the asset neighbourhood
Utah filing particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $3M |
| Employer EIN | 870357889 |
| Plan Effective Date | 1994-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (R & O Construction)
Sponsor-wide plan assets over time
All R & O Construction plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 28.700027979574667% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 172 | $20M |
| 2023 | 1 | 174 | $23M |
| 2024 | 1 | 166 | $26M |
Nearby 401(k) Plans in Utah
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Intermountain Health 401(k) Plan $6.8B · 68,360
- Deseret 401(k) Plan $6.1B · 25,301
- Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.9B · 9,972
- Skywest, Inc. Employees' Retirement Plan $1.4B · 14,259
- Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan $687M · 1,926
R & O Construction Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Utah, the nearest 401(k) by assets is Woodward Design + Build, LLC 401(k) Profit Sharing in LA ($26M); by covered participants it is Awesome 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
- Woodward Design + Build, LLC 401(k) Profit Sharing (LA) $26M · 176
- Limoneira 401(k) Plan (CA) $26M · 254
- Carrefour Associates LLC P/S 401(k) Plan (OK) $26M · 1,002
- Red River Employees Federal Credit Union 401(k) Plan (TX) $26M · 311
Similar participant headcount
Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.
- Awesome 401(k) Plan (CA) 166 · 0 off
- Pacific Dealership Group Retirement Plan (CA) 166 · 0 off
- Mcree Ford, Inc. Retirement Savings Plan (TX) 166 · 0 off
- California Bank of Commerce Profit Sharing 401(k) Plan (CA) 166 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.