401(k) · DOL Form 5500 · 2024

Rountree Transport & Rigging, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
48
Participants Small participant base
42nd
Percentile by assets National rank
$102,407
Avg per participant Below avg balance/head
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Official DOL plan name: Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust · Sponsored by Rountree Transport & Rigging, Inc. · Florida · Transportation & Warehousing

$5M in assets, 48 participants

Rountree Transport & Rigging, Inc.'s Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust reported $5M in total assets and 48 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,405 in Transportation & Warehousing (3,299 peers)

Rountree Transport & Rigging, Inc. multi-year trail

Rountree Transport & Rigging, Inc.'s plans moved +19.8% in assets from 2022 to 2024; this filing shows Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust at $5M / 48 participants.

#1,405
in Transportation & Warehousing (3,299 peers)
+3.6%
assets growth YoY

Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust's mid-pack asset rank among Transportation & Warehousing and all filers

Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust vs every filed plan by assets

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

$4,915,559 42nd percentile higher than 42% 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

Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust is a small filing (48 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust reported net income fell from $643K in the plan year 2023 filing to $170K in the plan year 2024 filing.
  • Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust reported participants fell from 53 in the plan year 2023 filing to 48 in the plan year 2024 filing.
  • Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 650029736 · Rountree Transport & Rigging, Inc. PY 2024 · 401(k)

Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust · $5M · 48 · 42nd

  • PCT $5M
  • EIN 48
  • RANK 42nd
  • PHOTO 401(k)
  • IND near Cavanah Dealer Services, LLC 401(k) Profit Sharing Plan
  • EOY ind #1405

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 Transportation & Warehousing retirement plans → · Plans in Florida →

Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust in the asset neighbourhood

Rountree Transport & Rigging, Inc. 401(k) Savings Plan & TrustRountree Transport & Rigging…$5MCavanah Dealer Services, LLC 401(k) Profit Sharing PlanCavanah Dealer Services, LLC…$5MTruly Title, Inc. 401(k) Plan$5MArdmore Home Design, Inc. 401(k) Profit Sharing PlanArdmore Home Design, Inc. 40…$5MKaplan Development Group LLC 401(k) Profit Sharing Plan & TrustKaplan Development Group LLC…$5M
End-of-year total assets ($M) among Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rountree Transport & Rigging, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rountree Transport & Rigging, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 19.825545071098563% vs 2022
2024 filing year
$4M$4.5M$5M$5.5M 202220232024 $4.1M $4.92M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 53 $4M
2023 1 53 $5M
2024 1 48 $5M

Rountree Transport & Rigging, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$170K
Employer EIN650029736
Plan Effective Date1997-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust, Total assets ($B): 0.004915559 · Participants: 48Rountree Transport & Rigging, Inc. 401(k) Savings Plan & TrustL3harris 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
Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants

Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Cavanah Dealer Services, LLC 401(k) Profit Sharing Plan in HI ($5M); by covered participants it is Pinnacle Bank Profit Sharing Retirement Plan in AL (48 participants). Same-state nearby plans are listed separately above.

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 Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust assets move in 2024?
Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust edged up modestly - up 3.6% during 2024, from $5M to $5M. Reported net income was $170K.
How have Rountree Transport & Rigging, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Rountree Transport & Rigging, Inc.'s sponsor-wide assets grew 19.8%, from $4M to $5M.
Which 401(k) plans are similar in size to Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust?
Among 401(k) plans in other states, the closest by assets is Cavanah Dealer Services, LLC 401(k) Profit Sharing Plan in HI ($5M, 8 participants).
Which 401(k) plans cover a similar participant headcount to Rountree Transport & Rigging, Inc. 401(k) Savings Plan & Trust?
Among 401(k) plans in other states, the closest by covered participants is Pinnacle Bank Profit Sharing Retirement Plan in AL (48 participants, $7M in assets).