401(k) · DOL Form 5500 · 2024

Roy Jorgensen Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
1,007
Participants Near avg headcount
80th
Percentile by assets National rank
$35,105
Avg per participant Low balance/head
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Official DOL plan name: Roy Jorgensen Associates, Inc. Retirement Plan · Sponsored by Roy Jorgensen Associates, Inc. · Maryland · Construction

$35M in assets, 1,007 participants

Roy Jorgensen Associates, Inc.'s Roy Jorgensen Associates, Inc. Retirement Plan reported $35M in total assets and 1,007 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #7,055 in Construction (9,039 peers)

Where Roy Jorgensen Associates, Inc. Retirement Plan sits by assets

Roy Jorgensen Associates, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $35M for 1,007 participants (~$35,105/participant), up 10.9% in 2024.

#7,055
in Construction (9,039 peers)
+10.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Roy Jorgensen Associates, Inc. Retirement Plan's outsized position by total assets

Roy Jorgensen Associates, Inc. Retirement Plan vs every filed plan by assets

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

$35,350,342 Top 20% higher than 80% 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

Roy Jorgensen Associates, Inc. Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roy Jorgensen Associates, Inc. Retirement Plan lands in the large band (1,007 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roy Jorgensen Associates, Inc. Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Roy Jorgensen Associates, Inc. Retirement Plan end-of-year assets rose from $32M in the plan year 2023 filing to $35M in the plan year 2024 filing.
  • Roy Jorgensen Associates, Inc. Retirement Plan reported participants rose from 950 in the plan year 2023 filing to 1,007 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 520850711 · Roy Jorgensen Associates, Inc. PY 2024 · 401(k)

Roy Jorgensen Associates, Inc. Retirement Plan · $35M · 1,007 · 80th

  • EOY $35M
  • EOY 1,007
  • EOY 80th
  • EOY 401(k)
  • EOY near Aws 401(k) Profit Sharing Plan
  • EOY ind #7055

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 Maryland →

Roy Jorgensen Associates, Inc. Retirement Plan in the asset neighbourhood

Roy Jorgensen Associates, Inc. Retirement PlanRoy Jorgensen Associates, In…$35MAws 401(k) Profit Sharing PlanAws 401(k) Profit Sharing Pl…$35MKlondike Cheese Co. 401(k) Retirement PlanKlondike Cheese Co. 401(k) R…$35MPetro 49, Inc. Profit Sharing and 401(k) PlanPetro 49, Inc. Profit Sharin…$35MKfi Engineers 401(k) Plan$35M
End-of-year total assets ($M) among Roy Jorgensen Associates, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$35M
Net Income$3M
Employer EIN520850711
Plan Effective Date1979-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roy Jorgensen Associates, Inc.)

Sponsor-wide plan assets over time

All Roy Jorgensen Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$35M 31.644881480533655% vs 2022
2024 filing year
$25M$30M$35M$40M 202220232024 $26.9M $35.4M ▲ +31.7%
Year Plans Participants Total Assets
2022 1 840 $27M
2023 1 950 $32M
2024 1 1,007 $35M

Nearby 401(k) Plans in Maryland

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

Roy Jorgensen Associates, Inc. Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Roy Jorgensen Associates, Inc. Retirement Plan, Total assets ($B): 0.035350342 · Participants: 1007Roy Jorgensen Associates, Inc. Retirement PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Roy Jorgensen Associates, Inc. Retirement Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Roy Jorgensen Associates, Inc. Retirement Plan side-by-side with 3 peers →

Roy Jorgensen Associates, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Aws 401(k) Profit Sharing Plan in IN ($35M); by covered participants it is Esgw 401(k) Retirement Plan in MT (1,007 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,007 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 Roy Jorgensen Associates, Inc. Retirement Plan assets move in 2024? ▼
Roy Jorgensen Associates, Inc. Retirement Plan grew at a solid clip - up 10.9% during 2024, from $32M to $35M. Reported net income was $3M.
How have Roy Jorgensen Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roy Jorgensen Associates, Inc.'s sponsor-wide assets grew 31.6%, from $27M to $35M.
Where does Roy Jorgensen Associates, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Roy Jorgensen Associates, Inc. Retirement Plan ranks in the 80th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Roy Jorgensen Associates, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aws 401(k) Profit Sharing Plan in IN ($35M, 3,128 participants).
Which 401(k) plans cover a similar participant headcount to Roy Jorgensen Associates, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Esgw 401(k) Retirement Plan in MT (1,007 participants, $13M 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 520850711.

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.