401(k) · DOL Form 5500 · 2023

Roofstock, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets: 590
Participants Below avg headcount: 66th
Percentile by assets National rank: $23,699
Avg per participant Low balance/head

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Official DOL plan name: Roofstock 401(k) Plan · Sponsored by Roofstock, Inc. · California · Professional & Technical Services

$14M in assets, 590 participants

Roofstock, Inc.'s Roofstock 401(k) Plan reported $14M in total assets and 590 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

#13,224 in Professional & Technical Services (20,321 peers)

Roofstock, Inc. multi-year trail

Roofstock, Inc.'s plans moved +36.4% in assets from 2022 to 2023; this filing shows Roofstock 401(k) Plan at $14M / 590 participants.

#13,224
in Professional & Technical Services (20,321 peers): +36.4%
assets growth YoY

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

Roofstock 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,982,543 Top 34% higher than 66% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Roofstock 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roofstock 401(k) Plan sits mid-pack in the medium band (590 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Roofstock 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $14M in the plan year 2023 filing.
Roofstock 401(k) Plan reported participants rose from 450 in the plan year 2022 filing to 590 in the plan year 2023 filing.
Roofstock 401(k) Plan reported net income rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 471248764 · Roofstock, Inc. PY 2023 · 401(k)

Roofstock 401(k) Plan · $14M · 590 · 66th

EOY $14M
5500 590
ASSETS 66th
PCT 401(k)
EIN near Health Tech Solutions LLC 401(k) Profit Sharing Plan and Trust
RANK ind #13224

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 California →

End-of-year total assets ($M) among Roofstock 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Roofstock, Inc. multi-year asset trail

Latest sponsor-wide plan assets: $14M 36.42807089300813% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	450	$10M
2023	1	590	$14M

Roofstock, Inc. filing trail (2023)

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$14M
Net Income	$4M
Employer EIN	471248764
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Roofstock 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Roofstock 401(k) Plan side-by-side with 3 peers →

Roofstock 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Health Tech Solutions LLC 401(k) Profit Sharing Plan and Trust in KY ($14M); by covered participants it is Intellia Tx, Inc. 401(k) Plan in MA (590 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Health Tech Solutions LLC 401(k) Profit Sharing Plan and Trust (KY) $14M · 162
Lifelinc Corporation 401(k)Plan (TN) $14M · 223
Pepper Source, Ltd. & Subsidiaries 401(k) Plan (LA) $14M · 377
Spb Hospitality LLC Retirement Savings Plan (TX) $14M · 9,852

Similar participant headcount

Nearest other-state filings by covered participants (590 participants); asset peers above are excluded.

Intellia Tx, Inc. 401(k) Plan (MA) 590 · 0 off
Red River 401(k) Retirement Plan (NH) 590 · 0 off
The Dave Thomas Family Companies, LLC 401(k) Profit Sharing Plan (OH) 590 · 0 off
Sirius Technical Services, Inc. 401(k) Plan (AL) 590 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Roofstock 401(k) Plan assets move in 2023? ▼

Roofstock 401(k) Plan surged - up 36.4% during 2023, from $10M to $14M. Reported net income was $4M.

How have Roofstock, Inc. plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Roofstock, Inc.'s sponsor-wide assets grew 36.4%, from $10M to $14M.

Which 401(k) plans are similar in size to Roofstock 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Health Tech Solutions LLC 401(k) Profit Sharing Plan and Trust in KY ($14M, 162 participants).

Which 401(k) plans cover a similar participant headcount to Roofstock 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Intellia Tx, Inc. 401(k) Plan in MA (590 participants, $51M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 471248764.