401(k) · DOL Form 5500 · 2024
Roy and Associates, PC 401(k) Plan
Data updated 2026-08-25
- $696K
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $77,341
- Avg per participant Below avg balance/head
Official DOL plan name: Roy and Associates, PC 401(k) Plan · Sponsored by Roy and Associates, PC · Pennsylvania · Professional & Technical Services
$696K in assets, 9 participants
Roy and Associates, PC's Roy and Associates, PC 401(k) Plan reported $696K in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.
- #3,134 in Professional & Technical Services (20,173 peers)
Roy and Associates, PC multi-year trail
Roy and Associates, PC's plans moved -10.1% in assets from 2022 to 2024; this filing shows Roy and Associates, PC 401(k) Plan at $696K / 9 participants.
- #3,134
- in Professional & Technical Services (20,173 peers)
- +28.7%
- assets growth YoY
Roy and Associates, PC 401(k) Plan among the smaller filed plans by assets
Roy and Associates, PC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$696,067 20th percentile higher than 20% 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
Roy and Associates, PC 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roy and Associates, PC 401(k) Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Roy and Associates, PC 401(k) Plan reported net income rose from -$233K in the plan year 2023 filing to $155K in the plan year 2024 filing.
- Roy and Associates, PC 401(k) Plan end-of-year assets rose from $541K in the plan year 2023 filing to $696K in the plan year 2024 filing.
- Roy and Associates, PC 401(k) Plan reported participants rose from 8 in the plan year 2023 filing to 9 in the plan year 2024 filing.
DOL schedule card
Filing strip 251876313 · Roy and Associates, PC PY 2024 · 401(k)
Roy and Associates, PC 401(k) Plan · $696K · 9 · 20th
- EIN $696K
- EIN 9
- EIN 20th
- EIN 401(k)
- EIN near Boehm Investments Retirement Plan
- EIN ind #3134
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 Professional & Technical Services retirement plans → · Plans in Pennsylvania →
Roy and Associates, PC 401(k) Plan in the asset neighbourhood
Roy and Associates, PC multi-year asset trail
Sponsor-wide plan assets over time
All Roy and Associates, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $696K 10.100455653827078% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $774K |
| 2023 | 1 | 8 | $541K |
| 2024 | 1 | 9 | $696K |
Roy and Associates, PC filing trail (2024)
| Total Assets (Beginning of Year) | $541K |
|---|---|
| Net Assets (End of Year) | $696K |
| Net Income | $155K |
| Employer EIN | 251876313 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Roy and Associates, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Boehm Investments Retirement Plan in CO ($696K); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($696K here).
- Boehm Investments Retirement Plan (CO) $696K · 1
- Nick Camarata, Dds 401(k) Plan (TX) $696K · 8
- Amy Cakes, Inc. 401(k) Profit Sharing Plan (OH) $696K · 17
- Value Venture 401(k) Plan (NV) $696K · 1
Similar participant headcount
Nearest other-state filings by covered participants (9 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.