401(k) · DOL Form 5500 · 2024

Roush Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
422
Participants Below avg headcount
72nd
Percentile by assets National rank
$53,161
Avg per participant Low balance/head
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Official DOL plan name: Roush Holdings, Inc. 401(k) Plan · Sponsored by Roush Holdings, Inc. · Ohio · Retail Trade

$22M in assets, 422 participants

Roush Holdings, Inc.'s Roush Holdings, Inc. 401(k) Plan reported $22M in total assets and 422 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.

  • #6,635 in Retail Trade (8,048 peers)

Roush Holdings, Inc. multi-year trail

Roush Holdings, Inc.'s plans moved +48.5% in assets from 2022 to 2024; this filing shows Roush Holdings, Inc. 401(k) Plan at $22M / 422 participants.

#6,635
in Retail Trade (8,048 peers)
+11.3%
assets growth YoY

Roush Holdings, Inc. 401(k) Plan's outsized position by total assets

Roush Holdings, Inc. 401(k) Plan vs every filed plan by assets

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

$22,434,069 Top 28% higher than 72% 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

Roush Holdings, 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. Roush Holdings, Inc. 401(k) Plan sits mid-pack in the medium band (422 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roush Holdings, Inc. 401(k) Plan reported net income fell from $4M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Roush Holdings, Inc. 401(k) Plan reported participants rose from 327 in the plan year 2023 filing to 422 in the plan year 2024 filing.
  • Roush Holdings, Inc. 401(k) Plan end-of-year assets rose from $20M in the plan year 2023 filing to $22M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 814228008 · Roush Holdings, Inc. PY 2024 · 401(k)

Roush Holdings, Inc. 401(k) Plan · $22M · 422 · 72nd

  • 5500 $22M
  • 5500 422
  • 5500 72nd
  • 5500 401(k)
  • 5500 near Lumine Group US Holding Inc. 401(k) Plan
  • 5500 ind #6635

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 Ohio →

Roush Holdings, Inc. 401(k) Plan in the asset neighbourhood

Vestar Properties, Inc. 401(k) PlanVestar Properties, Inc. 401(…$22MRoush Holdings, Inc. 401(k) PlanRoush Holdings, Inc. 401(k) …$22MLumine Group US Holding Inc. 401(k) PlanLumine Group US Holding Inc.…$22MAnchor Point Management Group Employee Benefit PlanAnchor Point Management Grou…$22MNissin International Transport U.S.a. Inc. 401(k)PlanNissin International Transpo…$22M
End-of-year total assets ($M) among Roush Holdings, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Roush Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Roush Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$196M 48.508686883221685% vs 2022
2024 filing year
$120M$140M$160M$180M$200M$220M 202220232024 $132M $196M ▲ +48.5%
Year Plans Participants Total Assets
2022 2 702 $132M
2023 2 717 $165M
2024 2 838 $196M

Roush Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN814228008
Plan Effective Date2005-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Roush Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Roush Holdings, Inc. 401(k) Plan, Total assets ($B): 0.022434069 · Participants: 422Roush Holdings, Inc. 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Roush Holdings, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Roush Holdings, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Lumine Group US Holding Inc. 401(k) Plan in MA ($22M); by covered participants it is Manchester Tank & Equipment Co. 401(k) Plan in AL (422 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (422 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 Roush Holdings, Inc. 401(k) Plan assets move in 2024? ▼
Roush Holdings, Inc. 401(k) Plan grew at a solid clip - up 11.3% during 2024, from $20M to $22M. Reported net income was $2M.
How have Roush Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roush Holdings, Inc.'s sponsor-wide assets grew 48.5%, from $132M to $196M.
Which 401(k) plans are similar in size to Roush Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lumine Group US Holding Inc. 401(k) Plan in MA ($22M, 252 participants).
Which 401(k) plans cover a similar participant headcount to Roush Holdings, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Manchester Tank & Equipment Co. 401(k) Plan in AL (422 participants, $27M 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 814228008.

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.