401(k) · DOL Form 5500 · 2024

Rotary Corporation 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
491
Participants Below avg headcount
76th
Percentile by assets National rank
$57,163
Avg per participant Low balance/head
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Official DOL plan name: Rotary Corporation 401(k) Profit Sharing Plan · Sponsored by Rotary Corporation · Georgia · Wholesale Trade

$28M in assets, 491 participants

Rotary Corporation's Rotary Corporation 401(k) Profit Sharing Plan reported $28M in total assets and 491 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,517 in Wholesale Trade (6,080 peers)

Coverage in Georgia

Rotary Corporation 401(k) Profit Sharing Plan covers 491 participants in Georgia, about 45% of the average Georgia filer (state average ~1,096 per filing). Assets: $28M.

#4,517
in Wholesale Trade (6,080 peers)
+3.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rotary Corporation 401(k) Profit Sharing Plan's outsized position by total assets

Rotary Corporation 401(k) Profit Sharing Plan vs every filed plan by assets

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

$28,067,013 Top 24% higher than 76% 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

Rotary Corporation 401(k) Profit Sharing 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. Rotary Corporation 401(k) Profit Sharing Plan sits mid-pack in the medium band (491 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rotary Corporation 401(k) Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to $808K in the plan year 2024 filing.
  • Rotary Corporation 401(k) Profit Sharing Plan reported participants fell from 512 in the plan year 2023 filing to 491 in the plan year 2024 filing.
  • Rotary Corporation 401(k) Profit Sharing Plan end-of-year assets rose from $27M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 580959394 · Rotary Corporation PY 2024 · 401(k)

Rotary Corporation 401(k) Profit Sharing Plan · $28M · 491 · 76th

  • TYPE $28M
  • TYPE 491
  • TYPE 76th
  • TYPE 401(k)
  • TYPE near Kyocera Sld Laser, Inc 401(k) Plan
  • TYPE ind #4517

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 Georgia →

Rotary Corporation 401(k) Profit Sharing Plan in the asset neighbourhood

Rotary Corporation 401(k) Profit Sharing PlanRotary Corporation 401(k) Pr…$28MKyocera Sld Laser, Inc 401(k) PlanKyocera Sld Laser, Inc 401(k…$28MReact Health 401(k) Plan$28MFeil Organization 401(k) Plan$28MMain Street Bank 401(k) and Profit Sharing PlanMain Street Bank 401(k) and …$28M
End-of-year total assets ($M) among Rotary Corporation 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Georgia filing particulars

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$28M
Net Income$808K
Employer EIN580959394
Plan Effective Date1971-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rotary Corporation)

Sponsor-wide plan assets over time

All Rotary Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$28M 16.885842268777843% vs 2022
2024 filing year
$22M$24M$26M$28M$30M 202220232024 $24M $28.1M ▲ +16.9%
Year Plans Participants Total Assets
2022 1 512 $24M
2023 1 512 $27M
2024 1 491 $28M

Nearby 401(k) Plans in Georgia

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

Rotary Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Rotary Corporation 401(k) Profit Sharing Plan, Total assets ($B): 0.028067013 · Participants: 491Rotary Corporation 401(k) Profit Sharing PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 19.309174243 · Participants: 452126The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 18.985170319 · Participants: 89836Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 15.928334925 · Participants: 14473Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 14.192071511 · Participants: 95250UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 14.149677171 · Participants: 398464The Home Depot Futurebuilder
Rotary Corporation 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Rotary Corporation 401(k) Profit Sharing Plan side-by-side with 3 peers →

Rotary Corporation 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Kyocera Sld Laser, Inc 401(k) Plan in CA ($28M); by covered participants it is T a Group 401(k) Retirement Plan in OH (491 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (491 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 Rotary Corporation 401(k) Profit Sharing Plan assets move in 2024? ▼
Rotary Corporation 401(k) Profit Sharing Plan edged up modestly - up 3.0% during 2024, from $27M to $28M. Reported net income was $808K.
How have Rotary Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rotary Corporation's sponsor-wide assets grew 16.9%, from $24M to $28M.
Where does Rotary Corporation 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Rotary Corporation 401(k) Profit Sharing Plan ranks in the 76th 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 Rotary Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kyocera Sld Laser, Inc 401(k) Plan in CA ($28M, 164 participants).
Which 401(k) plans cover a similar participant headcount to Rotary Corporation 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is T a Group 401(k) Retirement Plan in OH (491 participants, $805 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 580959394.

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.