401(k) · DOL Form 5500 · 2024

Roark Capital Management LLC 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size: 131
Participants Small participant base: 83rd
Percentile by assets National rank: $334,749
Avg per participant High balance/head

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Official DOL plan name: Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Roark Capital Management LLC · Georgia · Finance & Insurance

$44M in assets, 131 participants

Roark Capital Management LLC's Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust reported $44M in total assets and 131 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

#6,244 in Finance & Insurance (8,549 peers)

Coverage in Georgia

Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust covers 131 participants in Georgia, about 12% of the average Georgia filer (state average ~1,096 per filing). Assets: $44M.

#6,244
in Finance & Insurance (8,549 peers): +29.9%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust's outsized position by total assets

Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$43,852,173 Top 17% higher than 83% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust 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. Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (131 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $34M in the plan year 2023 filing to $44M in the plan year 2024 filing.
Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $8M in the plan year 2023 filing to $10M in the plan year 2024 filing.
Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 121 in the plan year 2023 filing to 131 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 061735341 · Roark Capital Management LLC PY 2024 · 401(k)

Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust · $44M · 131 · 83rd

PHOTO $44M
IND 131
EOY 83rd
5500 401(k)
ASSETS near Tactile Systems Technology, Inc. 401(k) Plan
PCT ind #6244

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 Finance & Insurance retirement plans → · Plans in Georgia →

End-of-year total assets ($M) among Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)	$34M
Net Assets (End of Year)	$44M
Net Income	$10M
Employer EIN	061735341
Plan Effective Date	2008-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Roark Capital Management LLC)

Latest sponsor-wide plan assets: $44M 69.94100994599748% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	112	$26M
2023	1	121	$34M
2024	1	131	$44M

Nearby 401(k) Plans in Georgia

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

Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Georgia, assets vs. participants

The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
Delta 401(k) Retirement Plan $19.0B · 89,836
Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
UPS 401(k) Savings Plan $14.2B · 95,250
The Home Depot Futurebuilder $14.1B · 398,464

Compare Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Tactile Systems Technology, Inc. 401(k) Plan in MN ($44M); by covered participants it is T/J Inspection, Inc. 401(k) Plan in OK (131 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Tactile Systems Technology, Inc. 401(k) Plan (MN) $44M · 967
Waterline Industries Corp. Employee Stock Ownership 401(k) Plan (NH) $44M · 96
The John Gore Organization, Inc. 401(k) and Profit Sharing Plan (NY) $44M · 304
Mce 401(k) Retirement Plan (PA) $44M · 775

Similar participant headcount

Nearest other-state filings by covered participants (131 participants); asset peers above are excluded.

T/J Inspection, Inc. 401(k) Plan (OK) 131 · 0 off
Ballard Employees' 401(k) Retirement Plan (VA) 131 · 0 off
Jln Enterprises, LP 401(k) Plan (CA) 131 · 0 off
Rancho Research Institute 401(k) Retirement Plan (CA) 131 · 0 off

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 Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼

Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 29.9% during 2024, from $34M to $44M. Reported net income was $10M.

How have Roark Capital Management LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Roark Capital Management LLC's sponsor-wide assets grew 69.9%, from $26M to $44M.

Where does Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼

Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust ranks in the 83rd 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 Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Tactile Systems Technology, Inc. 401(k) Plan in MN ($44M, 967 participants).

Which 401(k) plans cover a similar participant headcount to Roark Capital Management LLC 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is T/J Inspection, Inc. 401(k) Plan in OK (131 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 061735341.