401(k) · DOL Form 5500 · 2024
Room & Board, Inc. 401(k) Plan
Data updated 2026-08-25
- $157M
- Total assets Near avg plan size
- 1,092
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $143,987
- Avg per participant Near avg balance/head
Official DOL plan name: Room & Board 401(k) Plan · Sponsored by Room & Board, Inc. · Minnesota · Retail Trade
$157M in assets, 1,092 participants
Room & Board, Inc.'s Room & Board 401(k) Plan reported $157M in total assets and 1,092 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.
- #7,733 in Retail Trade (8,048 peers)
Where Room & Board 401(k) Plan sits by assets
Room & Board 401(k) Plan sits in the top 10% of all filed plans by assets, $157M for 1,092 participants (~$143,987/participant), up 12.4% in 2024.
- #7,733
- in Retail Trade (8,048 peers)
- +12.4%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Room & Board 401(k) Plan's outsized position by total assets
Room & Board 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$157,233,844 Top 7% higher than 93% 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
Room & Board 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Room & Board 401(k) Plan lands in the large band (1,092 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Room & Board 401(k) Plan reported net income fell from $23M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Room & Board 401(k) Plan end-of-year assets rose from $140M in the plan year 2023 filing to $157M in the plan year 2024 filing.
- Room & Board 401(k) Plan reported participants fell from 1,126 in the plan year 2023 filing to 1,092 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 411384146 · Room & Board, Inc. PY 2024 · 401(k)
Room & Board 401(k) Plan · $157M · 1,092 · 93rd
- EBSA $157M
- EBSA 1,092
- EBSA 93rd
- EBSA 401(k)
- EBSA near Sofha Management Services, Inc. 401(k) Retirement Plan
- EBSA ind #7733
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 Minnesota →
Room & Board 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $140M |
|---|---|
| Net Assets (End of Year) | $157M |
| Net Income | $17M |
| Employer EIN | 411384146 |
| Plan Effective Date | 1987-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Room & Board, Inc.)
Sponsor-wide plan assets over time
All Room & Board, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $168M 44.02509123295692% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,032 | $117M |
| 2023 | 1 | 1,126 | $140M |
| 2024 | 2 | 2,122 | $168M |
Nearby 401(k) Plans in Minnesota
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
Room & Board 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Minnesota, the nearest 401(k) by assets is Sofha Management Services, Inc. 401(k) Retirement Plan in TN ($157M); by covered participants it is Cke Savings Plan in TN (1,092 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($157M here).
- Sofha Management Services, Inc. 401(k) Retirement Plan (TN) $157M · 887
- Urus Group LP 401(k) Retirement Plan (WI) $157M · 1,094
- Floor and Decor Outlets of America, Inc. 401(k) Retirement Plan (GA) $157M · 9,555
- Yokohama Tire Corporation Salaried Employees' Retirement & Savings Plan (VA) $157M · 1,340
Similar participant headcount
Nearest other-state filings by covered participants (1,092 participants); asset peers above are excluded.
- Cke Savings Plan (TN) 1,092 · 0 off
- Nelson Global Products 401(k) Plan (WI) 1,092 · 0 off
- Madison Resources Funding 401(k) Plan (NH) 1,092 · 0 off
- Tidewater Physicians Multispecialty Group, P.C. 401(k) Plan (VA) 1,092 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.