401(k) · DOL Form 5500 · 2024

Roers Companies 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
262
Participants Below avg headcount
53rd
Percentile by assets National rank
$34,146
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Roers Companies 401(k) Plan · Sponsored by Roers Companies · Minnesota · Real Estate

$9M in assets, 262 participants

Roers Companies's Roers Companies 401(k) Plan reported $9M in total assets and 262 participants in its 2024 DOL Form 5500 filing, ranking in the 53rd 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.

  • #3,296 in Real Estate (4,605 peers)

Coverage in Minnesota

Roers Companies 401(k) Plan covers 262 participants in Minnesota, about 23% of the average Minnesota filer (state average ~1,126 per filing). Assets: $9M.

#3,296
in Real Estate (4,605 peers)
+49.5%
assets growth YoY

Roers Companies 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Roers Companies 401(k) Plan vs every filed plan by assets

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

$8,946,307 Top 47% higher than 53% 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

Roers Companies 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. Roers Companies 401(k) Plan sits mid-pack in the medium band (262 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roers Companies 401(k) Plan reported participants rose from 151 in the plan year 2023 filing to 262 in the plan year 2024 filing.
  • Roers Companies 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Roers Companies 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 814415650 · Roers Companies PY 2024 · 401(k)

Roers Companies 401(k) Plan · $9M · 262 · 53rd

  • EBSA $9M
  • PART 262
  • TYPE 53rd
  • NET 401(k)
  • BOOK near Golden Star Technology, Inc. 401(k) Profit Sharing
  • VS-ST ind #3296

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 Real Estate retirement plans → · Plans in Minnesota →

Roers Companies 401(k) Plan in the asset neighbourhood

Roers Companies 401(k) Plan$9MGolden Star Technology, Inc. 401(k) Profit SharingGolden Star Technology, Inc.…$9MEndless Horizons Employee Retirement PlanEndless Horizons Employee Re…$9MRidge Care 401(k) Plan$9MTitan Security Services Pension PlanTitan Security Services Pens…$9M
End-of-year total assets ($M) among Roers Companies 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$9M
Net Income$3M
Employer EIN814415650
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roers Companies)

Sponsor-wide plan assets over time

All Roers Companies plans reported in each filing year

Latest sponsor-wide plan assets
$9M 49.45451641696346% vs 2023
2024 filing year
$5M$6M$7M$8M$9M$10M 20232024 $5.99M $8.95M ▲ +49.4%
Year Plans Participants Total Assets
2023 1 151 $6M
2024 1 262 $9M

Nearby 401(k) Plans in Minnesota

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

Roers Companies 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Roers Companies 401(k) Plan, Total assets ($B): 0.008946307 · Participants: 262Roers Companies 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Roers Companies 401(k) Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Roers Companies 401(k) Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Golden Star Technology, Inc. 401(k) Profit Sharing in CA ($9M); by covered participants it is Chesapeake Containment Systems 401(k) Plan in NC (262 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (262 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 Roers Companies 401(k) Plan assets move in 2024? ▼
Roers Companies 401(k) Plan surged - up 49.5% during 2024, from $6M to $9M. Reported net income was $3M.
How have Roers Companies plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Roers Companies's sponsor-wide assets grew 49.5%, from $6M to $9M.
Which 401(k) plans are similar in size to Roers Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Golden Star Technology, Inc. 401(k) Profit Sharing in CA ($9M, 159 participants).
Which 401(k) plans cover a similar participant headcount to Roers Companies 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Chesapeake Containment Systems 401(k) Plan in NC (262 participants, $6M 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 814415650.

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.