401(k) · DOL Form 5500 · 2024

Roth Bros., Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
178
Participants Small participant base
71st
Percentile by assets National rank
$116,102
Avg per participant Below avg balance/head
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Official DOL plan name: Roth Bros., Inc. Retirement & 401(k) Savings Plan · Sponsored by Roth Bros., Inc. · Ohio · Construction

$21M in assets, 178 participants

Roth Bros., Inc.'s Roth Bros., Inc. Retirement & 401(k) Savings Plan reported $21M in total assets and 178 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #6,303 in Construction (9,039 peers)

Coverage in Ohio

Roth Bros., Inc. Retirement & 401(k) Savings Plan covers 178 participants in Ohio, about 23% of the average Ohio filer (state average ~765 per filing). Assets: $21M.

#6,303
in Construction (9,039 peers)
-6.2%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roth Bros., Inc. Retirement & 401(k) Savings Plan's outsized position by total assets

Roth Bros., Inc. Retirement & 401(k) Savings Plan vs every filed plan by assets

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

$20,666,099 Top 29% higher than 71% 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 Bros., Inc. Retirement & 401(k) Savings 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. Roth Bros., Inc. Retirement & 401(k) Savings Plan sits mid-pack in the medium band (178 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roth Bros., Inc. Retirement & 401(k) Savings Plan reported net income fell from $641K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Roth Bros., Inc. Retirement & 401(k) Savings Plan reported participants fell from 217 in the plan year 2023 filing to 178 in the plan year 2024 filing.
  • Roth Bros., Inc. Retirement & 401(k) Savings Plan end-of-year assets fell from $22M in the plan year 2023 filing to $21M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 340676951 · Roth Bros., Inc. PY 2024 · 401(k)

Roth Bros., Inc. Retirement & 401(k) Savings Plan · $21M · 178 · 71st

  • EOY $21M
  • EOY 178
  • EOY 71st
  • EOY 401(k)
  • EOY near Opensesame 401(k) Plan
  • EOY ind #6303

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 Ohio →

Roth Bros., Inc. Retirement & 401(k) Savings Plan in the asset neighbourhood

Roth Bros., Inc. Retirement & 401(k) Savings PlanRoth Bros., Inc. Retirement …$21MOpensesame 401(k) Plan$21MBanner County Ban Corporation Employee Stock Ownership Plan & TrustBanner County Ban Corporatio…$21MThe Apparel Group, Ltd. Employee Savings and Protection PlanThe Apparel Group, Ltd. Empl…$21MPerez Trading Company, Inc. 401(k) Savings PlanPerez Trading Company, Inc. …$21M
End-of-year total assets ($M) among Roth Bros., Inc. Retirement & 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$21M
Net Income-$1M
Employer EIN340676951
Plan Effective Date2006-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roth Bros., Inc.)

Sponsor-wide plan assets over time

All Roth Bros., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 3.3802446039929777% vs 2022
2024 filing year
$20.5M$21M$21.5M$22M$22.5M 202220232024 $21.4M $20.7M ▼ -3.4%
Year Plans Participants Total Assets
2022 1 222 $21M
2023 1 217 $22M
2024 1 178 $21M

Nearby 401(k) Plans in Ohio

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

Roth Bros., Inc. Retirement & 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Roth Bros., Inc. Retirement & 401(k) Savings Plan, Total assets ($B): 0.020666099 · Participants: 178Roth Bros., Inc. Retirement & 401(k) Savings 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
Roth Bros., Inc. Retirement & 401(k) Savings Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Roth Bros., Inc. Retirement & 401(k) Savings Plan side-by-side with 3 peers →

Roth Bros., Inc. Retirement & 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Opensesame 401(k) Plan in TX ($21M); by covered participants it is Bauer's Intelligent Transportation, Inc. 401(k) Plan in CA (178 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (178 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 Bros., Inc. Retirement & 401(k) Savings Plan assets move in 2024? ▼
Roth Bros., Inc. Retirement & 401(k) Savings Plan pulled back noticeably - down 6.2% during 2024, from $22M to $21M. Reported net income was -$1M.
How have Roth Bros., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roth Bros., Inc.'s sponsor-wide assets declined 3.4%, from $21M to $21M.
Which 401(k) plans are similar in size to Roth Bros., Inc. Retirement & 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Opensesame 401(k) Plan in TX ($21M, 210 participants).
Which 401(k) plans cover a similar participant headcount to Roth Bros., Inc. Retirement & 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bauer's Intelligent Transportation, Inc. 401(k) Plan in CA (178 participants, $2M 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 340676951.

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.