401(k) · DOL Form 5500 · 2024

Rowe Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
194
Participants Below avg headcount
55th
Percentile by assets National rank
$49,506
Avg per participant Low balance/head
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Official DOL plan name: Rowe Enterprises, Inc. 401(k) Plan · Sponsored by Rowe Enterprises, Inc. · Arizona · Retail Trade

$10M in assets, 194 participants

Rowe Enterprises, Inc.'s Rowe Enterprises, Inc. 401(k) Plan reported $10M in total assets and 194 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,267 in Retail Trade (8,048 peers)

Coverage in Arizona

Rowe Enterprises, Inc. 401(k) Plan covers 194 participants in Arizona, about 34% of the average Arizona filer (state average ~564 per filing). Assets: $10M.

#5,267
in Retail Trade (8,048 peers)
+10.8%
assets growth YoY

Rowe Enterprises, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Rowe Enterprises, Inc. 401(k) Plan vs every filed plan by assets

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

$9,604,201 Top 45% higher than 55% 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

Rowe Enterprises, Inc. 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. Rowe Enterprises, Inc. 401(k) Plan sits mid-pack in the medium band (194 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rowe Enterprises, Inc. 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $935K in the plan year 2024 filing.
  • Rowe Enterprises, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Rowe Enterprises, Inc. 401(k) Plan reported participants rose from 188 in the plan year 2023 filing to 194 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 860175332 · Rowe Enterprises, Inc. PY 2024 · 401(k)

Rowe Enterprises, Inc. 401(k) Plan · $10M · 194 · 55th

  • IND $10M
  • IND 194
  • IND 55th
  • IND 401(k)
  • IND near Emed LLC 401(k) Plan
  • IND ind #5267

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 Retail Trade retirement plans → · Plans in Arizona →

Rowe Enterprises, Inc. 401(k) Plan in the asset neighbourhood

Jaco Manufacturing Company Employees' Savings and Profit Sharing TrustJaco Manufacturing Company E…$10MRowe Enterprises, Inc. 401(k) PlanRowe Enterprises, Inc. 401(k…$10MEmed LLC 401(k) Plan$10MTulkoff Food Products, LLC 401(k) Profit Sharing PlanTulkoff Food Products, LLC 4…$10MJuki America, Inc. Eas Division 401(k) and Profit Sharing Plan.Juki America, Inc. Eas Divis…$10M
End-of-year total assets ($M) among Rowe Enterprises, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Arizona filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$935K
Employer EIN860175332
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rowe Enterprises, Inc.)

Sponsor-wide plan assets over time

All Rowe Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 26.83558442855056% vs 2022
2024 filing year
$7M$8M$9M$10M 202220232024 $7.57M $9.6M ▲ +26.8%
Year Plans Participants Total Assets
2022 1 182 $8M
2023 1 188 $9M
2024 1 194 $10M

Nearby 401(k) Plans in Arizona

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

Rowe Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Rowe Enterprises, Inc. 401(k) Plan, Total assets ($B): 0.009604201 · Participants: 194Rowe Enterprises, Inc. 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Rowe Enterprises, Inc. 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Rowe Enterprises, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Emed LLC 401(k) Plan in FL ($10M); by covered participants it is Teamsnap Retirement Savings Plan in IL (194 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (194 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 Rowe Enterprises, Inc. 401(k) Plan assets move in 2024?
Rowe Enterprises, Inc. 401(k) Plan grew at a solid clip - up 10.8% during 2024, from $9M to $10M. Reported net income was $935K.
How have Rowe Enterprises, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Rowe Enterprises, Inc.'s sponsor-wide assets grew 26.8%, from $8M to $10M.
Which 401(k) plans are similar in size to Rowe Enterprises, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Emed LLC 401(k) Plan in FL ($10M, 331 participants).
Which 401(k) plans cover a similar participant headcount to Rowe Enterprises, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Teamsnap Retirement Savings Plan in IL (194 participants, $7M in assets).