401(k) · DOL Form 5500 · 2024

Room to Read 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
82
Participants Small participant base
66th
Percentile by assets National rank
$194,251
Avg per participant Above avg balance/head
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Official DOL plan name: Room to Read 401(k) Psp & Trust · Sponsored by Room to Read · California · Other Services

$16M in assets, 82 participants

Room to Read's Room to Read 401(k) Psp & Trust reported $16M in total assets and 82 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,240 in Other Services (7,719 peers)

Room to Read multi-year trail

Room to Read's plans moved +39.0% in assets from 2022 to 2024; this filing shows Room to Read 401(k) Psp & Trust at $16M / 82 participants.

#6,240
in Other Services (7,719 peers)
+11.6%
assets growth YoY

Room to Read 401(k) Psp & Trust's mid-pack asset rank among Other Services and all filers

Room to Read 401(k) Psp & Trust vs every filed plan by assets

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

$15,928,568 Top 34% higher than 66% 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

Room to Read 401(k) Psp & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Room to Read 401(k) Psp & Trust is a small filing (82 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Room to Read 401(k) Psp & Trust reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Room to Read 401(k) Psp & Trust end-of-year assets rose from $14M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Room to Read 401(k) Psp & Trust reported participants fell from 91 in the plan year 2023 filing to 82 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 912003533 · Room to Read PY 2024 · 401(k)

Room to Read 401(k) Psp & Trust · $16M · 82 · 66th

  • 5500 $16M
  • 5500 82
  • 5500 66th
  • 5500 401(k)
  • 5500 near Basware Inc 401(k) Profit Sharing Plan & Trust
  • 5500 ind #6240

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 Other Services retirement plans → · Plans in California →

Room to Read 401(k) Psp & Trust in the asset neighbourhood

Room to Read 401(k) Psp & TrustRoom to Read 401(k) Psp & Tr…$16MBasware Inc 401(k) Profit Sharing Plan & TrustBasware Inc 401(k) Profit Sh…$16MTurningpoint 401(k) Plan$16MStorage Solutions, Inc. 401(k) PlanStorage Solutions, Inc. 401(…$16MCr Legal Team, LLP 401(k) PlanCr Legal Team, LLP 401(k) Pl…$16M
End-of-year total assets ($M) among Room to Read 401(k) Psp & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Room to Read multi-year asset trail

Sponsor-wide plan assets over time

All Room to Read plans reported in each filing year

Latest sponsor-wide plan assets
$16M 38.97981217453943% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.5M $15.9M ▲ +39.0%
Year Plans Participants Total Assets
2022 1 72 $11M
2023 1 91 $14M
2024 1 82 $16M

Room to Read filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$16M
Net Income$2M
Employer EIN912003533
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Room to Read 401(k) Psp & Trust vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Room to Read 401(k) Psp & Trust, Total assets ($B): 0.015928568 · Participants: 82Room to Read 401(k) Psp & TrustGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Room to Read 401(k) Psp & Trust vs. nearby 401(k) plans in California, assets vs. participants
Compare Room to Read 401(k) Psp & Trust side-by-side with 3 peers →

Room to Read 401(k) Psp & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Basware Inc 401(k) Profit Sharing Plan & Trust in SC ($16M); by covered participants it is Infopaginas 1081.01(D) Plan in PR (82 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (82 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 Room to Read 401(k) Psp & Trust assets move in 2024? ▼
Room to Read 401(k) Psp & Trust grew at a solid clip - up 11.6% during 2024, from $14M to $16M. Reported net income was $2M.
How have Room to Read plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Room to Read's sponsor-wide assets grew 39.0%, from $11M to $16M.
Which 401(k) plans are similar in size to Room to Read 401(k) Psp & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Basware Inc 401(k) Profit Sharing Plan & Trust in SC ($16M, 86 participants).
Which 401(k) plans cover a similar participant headcount to Room to Read 401(k) Psp & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Infopaginas 1081.01(D) Plan in PR (82 participants, $801K 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 912003533.

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.