401(k) · DOL Form 5500 · 2024

Roig, Rosenberg, Martin & Bellido, P.a. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
130
Participants Small participant base
67th
Percentile by assets National rank
$130,055
Avg per participant Near avg balance/head
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Official DOL plan name: Roig Lawyers 401(k) Plan · Sponsored by Roig, Rosenberg, Martin & Bellido, P.a. · Florida · Professional & Technical Services

$17M in assets, 130 participants

Roig, Rosenberg, Martin & Bellido, P.a.'s Roig Lawyers 401(k) Plan reported $17M in total assets and 130 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #13,323 in Professional & Technical Services (20,173 peers)

Coverage in Florida

Roig Lawyers 401(k) Plan covers 130 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $17M.

#13,323
in Professional & Technical Services (20,173 peers)
+18.8%
assets growth YoY

Roig Lawyers 401(k) Plan's outsized position by total assets

Roig Lawyers 401(k) Plan vs every filed plan by assets

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

$16,907,131 Top 33% higher than 67% 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

Roig Lawyers 401(k) 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. Roig Lawyers 401(k) Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roig Lawyers 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Roig Lawyers 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Roig Lawyers 401(k) Plan reported participants fell from 146 in the plan year 2023 filing to 130 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 651011119 · Roig, Rosenberg, Martin & Bellido, P.a. PY 2024 · 401(k)

Roig Lawyers 401(k) Plan · $17M · 130 · 67th

  • ASSETS $17M
  • PCT 130
  • EIN 67th
  • RANK 401(k)
  • PHOTO near Hollis Seunarine Mdpa LLC 401(k) Profit Sharing Plan & Trust
  • IND ind #13323

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 Florida →

Roig Lawyers 401(k) Plan in the asset neighbourhood

Roig Lawyers 401(k) Plan$17MHollis Seunarine Mdpa LLC 401(k) Profit Sharing Plan & TrustHollis Seunarine Mdpa LLC 40…$17MPds Ko 401(k) Plan$17MCsa Group Retirement Savings PlanCsa Group Retirement Savings…$17MBouvier Beckwith & Lennox, Inc. 401(k) PlanBouvier Beckwith & Lennox, I…$17M
End-of-year total assets ($M) among Roig Lawyers 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Florida filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$3M
Employer EIN651011119
Plan Effective Date2011-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roig, Rosenberg, Martin & Bellido, P.a.)

Sponsor-wide plan assets over time

All Roig, Rosenberg, Martin & Bellido, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 42.31234772057065% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.9M $16.9M ▲ +42.3%
Year Plans Participants Total Assets
2022 1 143 $12M
2023 1 146 $14M
2024 1 130 $17M

Nearby 401(k) Plans in Florida

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

Roig Lawyers 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Roig Lawyers 401(k) Plan, Total assets ($B): 0.016907131 · Participants: 130Roig Lawyers 401(k) PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Roig Lawyers 401(k) Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Roig Lawyers 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Hollis Seunarine Mdpa LLC 401(k) Profit Sharing Plan & Trust in MD ($17M); by covered participants it is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Roig Lawyers 401(k) Plan assets move in 2024?
Roig Lawyers 401(k) Plan grew sharply - up 18.8% during 2024, from $14M to $17M. Reported net income was $3M.
How have Roig, Rosenberg, Martin & Bellido, P.a. plan assets changed over time?
Across 3 plan years on file (2022-2024), Roig, Rosenberg, Martin & Bellido, P.a.'s sponsor-wide assets grew 42.3%, from $12M to $17M.
Which 401(k) plans are similar in size to Roig Lawyers 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Hollis Seunarine Mdpa LLC 401(k) Profit Sharing Plan & Trust in MD ($17M, 137 participants).
Which 401(k) plans cover a similar participant headcount to Roig Lawyers 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Ameristar Home Care Services L 401(k) Profit Sharing Plan & Trust in NY (130 participants, $21K in assets).