401(k) · DOL Form 5500 · 2024

Jeffrey C. Roth, P.a. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
7
Participants Small participant base
49th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Jeffrey C. Roth, P.a. Retirement Plan · Sponsored by Jeffrey C. Roth, P.a. · Florida · Professional & Technical Services

$7M in assets, 7 participants

Jeffrey C. Roth, P.a.'s Jeffrey C. Roth, P.a. Retirement Plan reported $7M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,481 in Professional & Technical Services (20,173 peers)

Jeffrey C. Roth, P.a. multi-year trail

Jeffrey C. Roth, P.a.'s plans moved +29.1% in assets from 2022 to 2024; this filing shows Jeffrey C. Roth, P.a. Retirement Plan at $7M / 7 participants.

#9,481
in Professional & Technical Services (20,173 peers)
+15.0%
assets growth YoY

Jeffrey C. Roth, P.a. Retirement Plan's mid-pack asset rank among Professional & Technical Services and all filers

Jeffrey C. Roth, P.a. Retirement Plan vs every filed plan by assets

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

$7,209,240 49th percentile higher than 49% 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

Jeffrey C. Roth, P.a. 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. Jeffrey C. Roth, P.a. Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jeffrey C. Roth, P.a. Retirement Plan reported net income rose from $684K in the plan year 2023 filing to $940K in the plan year 2024 filing.
  • Jeffrey C. Roth, P.a. Retirement Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 592581897 · Jeffrey C. Roth, P.a. PY 2024 · 401(k)

Jeffrey C. Roth, P.a. Retirement Plan · $7M · 7 · 49th

  • 5500 $7M
  • 5500 7
  • 5500 49th
  • 5500 401(k)
  • 5500 near Boothby Therapy Services 401(k) Plan
  • 5500 ind #9481

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 Florida →

Jeffrey C. Roth, P.a. Retirement Plan in the asset neighbourhood

Jeffrey C. Roth, P.a. Retirement PlanJeffrey C. Roth, P.a. Retire…$7MBoothby Therapy Services 401(k) PlanBoothby Therapy Services 401…$7MBennett Mt. Kisco Chevrolet 401(k) PlanBennett Mt. Kisco Chevrolet …$7MTeam Staffing, LLC 401(k) Retirement PlanTeam Staffing, LLC 401(k) Re…$7MPdi Communication Systems, Inc. Retirement Plan and TrustPdi Communication Systems, I…$7M
End-of-year total assets ($M) among Jeffrey C. Roth, P.a. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jeffrey C. Roth, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Jeffrey C. Roth, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 29.07548220414696% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M$7.5M 202220232024 $5.59M $7.21M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 7 $6M
2023 1 7 $6M
2024 1 7 $7M

Jeffrey C. Roth, P.a. filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$940K
Employer EIN592581897
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Jeffrey C. Roth, P.a. Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Jeffrey C. Roth, P.a. Retirement Plan, Total assets ($B): 0.00720924 · Participants: 7Jeffrey C. Roth, P.a. Retirement PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Jeffrey C. Roth, P.a. Retirement Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Jeffrey C. Roth, P.a. Retirement Plan side-by-side with 3 peers →

Jeffrey C. Roth, P.a. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Boothby Therapy Services 401(k) Plan in NH ($7M); by covered participants it is Nexvisionix, Inc. 401(k) Plan in CA (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Jeffrey C. Roth, P.a. Retirement Plan assets move in 2024? ▼
Jeffrey C. Roth, P.a. Retirement Plan grew at a solid clip - up 15.0% during 2024, from $6M to $7M. Reported net income was $940K.
How have Jeffrey C. Roth, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jeffrey C. Roth, P.a.'s sponsor-wide assets grew 29.1%, from $6M to $7M.
Which 401(k) plans are similar in size to Jeffrey C. Roth, P.a. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Boothby Therapy Services 401(k) Plan in NH ($7M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Jeffrey C. Roth, P.a. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nexvisionix, Inc. 401(k) Plan in CA (7 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 592581897.

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.