Profit Sharing · DOL Form 5500 · 2024

Roof Above, Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
243
Participants Below avg headcount
30th
Percentile by assets National rank
$8,910
Avg per participant Low balance/head
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Official DOL plan name: Roof Above 403(b) Plan · Sponsored by Roof Above, Inc. · North Carolina · Healthcare & Social Assistance

$2M in assets, 243 participants

Roof Above, Inc.'s Roof Above 403(b) Plan reported $2M in total assets and 243 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,855 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Roof Above 403(b) Plan covers 243 participants in North Carolina, about 30% of the average North Carolina filer (state average ~819 per filing). Assets: $2M.

#4,855
in Healthcare & Social Assistance (16,916 peers)
+34.7%
assets growth YoY

Roof Above 403(b) Plan among the smaller filed plans by assets

Roof Above 403(b) Plan vs every filed plan by assets

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

$2,165,114 30th percentile higher than 30% 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

Roof Above 403(b) 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. Roof Above 403(b) Plan sits mid-pack in the medium band (243 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roof Above 403(b) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Roof Above 403(b) Plan reported participants rose from 186 in the plan year 2023 filing to 243 in the plan year 2024 filing.
  • Roof Above 403(b) Plan reported net income fell from $651K in the plan year 2023 filing to $558K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 561837620 · Roof Above, Inc. PY 2024 · Profit Sharing

Roof Above 403(b) Plan · $2M · 243 · 30th

  • RANK $2M
  • PHOTO 243
  • IND 30th
  • EOY Profit Sharing
  • 5500 near Darlyn, Inc. Retirement Plan
  • ASSETS ind #4855

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Roof Above 403(b) Plan in the asset neighbourhood

Roof Above 403(b) Plan$2MRajakumari L. Swamy Md PC Profit Sharing PlanRajakumari L. Swamy Md PC Pr…$2MDarlyn, Inc. Retirement Plan$2MR. Feliciano Valera Retirement PlanR. Feliciano Valera Retireme…$2MSteven D Reddick Dmd PA Profit Sharing Plan and TrustSteven D Reddick Dmd PA Prof…$2M
End-of-year total assets ($M) among Roof Above 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$558K
Employer EIN561837620
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roof Above, Inc.)

Sponsor-wide plan assets over time

All Roof Above, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 126.51521809180655% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M 202220232024 $0.96M $2.17M ▲ +126.0%
Year Plans Participants Total Assets
2022 1 163 $956K
2023 1 186 $2M
2024 1 243 $2M

Nearby Profit Sharing Plans in North Carolina

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Roof Above 403(b) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10123 Total assets ($B) Participants Roof Above 403(b) Plan, Total assets ($B): 0.002165114 · Participants: 243Roof Above 403(b) PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.543711307 · Participants: 38137Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.475076189 · Participants: 96794Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.121170094 · Participants: 5933Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.073097403 · Participants: 1336Baker & Taylor Retirement Savings PlanWhap PA Profit Sharing Plan, Total assets ($B): 0.049559221 · Participants: 0Whap PA Profit Sharing Plan
Roof Above 403(b) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Roof Above 403(b) Plan side-by-side with 3 peers →

Roof Above 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Darlyn, Inc. Retirement Plan in VT ($2M); by covered participants it is Niagara Lutheran Health System, Inc. Retirement Plan in NY (243 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (243 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 Roof Above 403(b) Plan assets move in 2024? ▼
Roof Above 403(b) Plan surged - up 34.7% during 2024, from $2M to $2M. Reported net income was $558K.
How have Roof Above, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roof Above, Inc.'s sponsor-wide assets grew 126.5%, from $956K to $2M.
Which Profit Sharing plans are similar in size to Roof Above 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Darlyn, Inc. Retirement Plan in VT ($2M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Roof Above 403(b) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Niagara Lutheran Health System, Inc. Retirement Plan in NY (243 participants, N/A 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 561837620.

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.