401(k) · DOL Form 5500 · 2024

Roth Corporation Roth Distributing 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
72
Participants Small participant base
82nd
Percentile by assets National rank
$573,221
Avg per participant High balance/head
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Official DOL plan name: Roth Corporation Employee Stock Ownership Plan · Sponsored by Roth Corporation Roth Distributing · Colorado · Wholesale Trade

$41M in assets, 72 participants

Roth Corporation Roth Distributing's Roth Corporation Employee Stock Ownership Plan reported $41M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #4,988 in Wholesale Trade (6,080 peers)

Where Roth Corporation Employee Stock Ownership Plan sits by assets

Roth Corporation Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $41M for 72 participants (~$573,221/participant), up 7.5% in 2024.

#4,988
in Wholesale Trade (6,080 peers)
+7.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Roth Corporation Employee Stock Ownership Plan's outsized position by total assets

Roth Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$41,271,895 Top 18% higher than 82% 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

Roth Corporation Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roth Corporation Employee Stock Ownership Plan is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roth Corporation Employee Stock Ownership Plan reported net income rose from -$279K in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Roth Corporation Employee Stock Ownership Plan end-of-year assets rose from $38M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • Roth Corporation Employee Stock Ownership Plan reported participants rose from 68 in the plan year 2023 filing to 72 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 364259848 · Roth Corporation Roth Distributing PY 2024 · 401(k)

Roth Corporation Employee Stock Ownership Plan · $41M · 72 · 82nd

  • VS-ST $41M
  • BOY 72
  • SCH 82nd
  • EBSA 401(k)
  • PART near Salamander 401(k) Retirement Plan
  • TYPE ind #4988

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 Wholesale Trade retirement plans → · Plans in Colorado →

Roth Corporation Employee Stock Ownership Plan in the asset neighbourhood

Mcgovern Auto Group 401(k) Savings PlanMcgovern Auto Group 401(k) S…$41MRoth Corporation Employee Stock Ownership PlanRoth Corporation Employee St…$41MSalamander 401(k) Retirement PlanSalamander 401(k) Retirement…$41MNorth American Properties LLC Retirement Savings PlanNorth American Properties LL…$41MMvb Bank, Inc. 401(k) Retirement PlanMvb Bank, Inc. 401(k) Retire…$41M
End-of-year total assets ($M) among Roth Corporation Employee Stock Ownership Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$41M
Net Income$3M
Employer EIN364259848
Plan Effective Date1967-12-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Roth Corporation Roth Distributing)

Sponsor-wide plan assets over time

All Roth Corporation Roth Distributing plans reported in each filing year

Latest sponsor-wide plan assets
$41M 6.721741383022335% vs 2022
2024 filing year
$38M$39M$40M$41M$42M 202220232024 $38.7M $41.3M ▲ +6.7%
Year Plans Participants Total Assets
2022 1 63 $39M
2023 1 68 $38M
2024 1 72 $41M

Nearby 401(k) Plans in Colorado

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

Roth Corporation Employee Stock Ownership Plan vs. nearby 401(k) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -1012345 Total assets ($B) Participants Roth Corporation Employee Stock Ownership Plan, Total assets ($B): 0.041271895 · Participants: 72Roth Corporation Employee Stock Ownership PlanDavita Retirement Savings Plan, Total assets ($B): 3.81412558 · Participants: 57900Davita Retirement Savings PlanBall Corporation 401(k) and Employee Stock Ownership Plan, Total assets ($B): 2.319532435 · Participants: 9935Ball Corporation 401(k) and Employee Stock Ownership PlanArcadis U.S., Inc. Retirement Savings Plan, Total assets ($B): 2.259964434 · Participants: 7607Arcadis U.S., Inc. Retirement Savings PlanEmpower Retirement, LLC 401(k) Savings Plan, Total assets ($B): 2.234179481 · Participants: 10185Empower Retirement, LLC 401(k) Savings PlanWoodward Retirement Savings Plan, Total assets ($B): 1.965265264 · Participants: 6210Woodward Retirement Savings Plan
Roth Corporation Employee Stock Ownership Plan vs. nearby 401(k) plans in Colorado, assets vs. participants
Compare Roth Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Roth Corporation Employee Stock Ownership Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is Salamander 401(k) Retirement Plan in VA ($41M); by covered participants it is Malonebailey LLP 401(k) Profit Sharing Plan in TX (72 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Roth Corporation Employee Stock Ownership Plan assets move in 2024? ▼
Roth Corporation Employee Stock Ownership Plan grew at a solid clip - up 7.5% during 2024, from $38M to $41M. Reported net income was $3M.
How have Roth Corporation Roth Distributing plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roth Corporation Roth Distributing's sponsor-wide assets grew 6.7%, from $39M to $41M.
Where does Roth Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Roth Corporation Employee Stock Ownership Plan ranks in the 82nd 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 Roth Corporation Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by assets is Salamander 401(k) Retirement Plan in VA ($41M, 1,195 participants).
Which 401(k) plans cover a similar participant headcount to Roth Corporation Employee Stock Ownership Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Malonebailey LLP 401(k) Profit Sharing Plan in TX (72 participants, $5M 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 364259848.

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.