401(k) · DOL Form 5500 · 2024
Rochelle Leigh Group LLC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 166
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $12,931
- Avg per participant Low balance/head
Official DOL plan name: Rochelle Leigh Group LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Rochelle Leigh Group LLC · Wisconsin · Other Services
$2M in assets, 166 participants
Rochelle Leigh Group LLC's Rochelle Leigh Group LLC 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 166 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.
- #4,210 in Other Services (7,719 peers)
Coverage in Wisconsin
Rochelle Leigh Group LLC 401(k) Profit Sharing Plan & Trust covers 166 participants in Wisconsin, about 29% of the average Wisconsin filer (state average ~563 per filing). Assets: $2M.
- #4,210
- in Other Services (7,719 peers)
- +33.4%
- assets growth YoY
Rochelle Leigh Group LLC 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Rochelle Leigh Group LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,146,470 30th percentile higher than 30% 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
Rochelle Leigh Group LLC 401(k) Profit Sharing Plan & Trust 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. Rochelle Leigh Group LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (166 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rochelle Leigh Group LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Rochelle Leigh Group LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $420K in the plan year 2023 filing to $538K in the plan year 2024 filing.
- Rochelle Leigh Group LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 153 in the plan year 2023 filing to 166 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 202428669 · Rochelle Leigh Group LLC PY 2024 · 401(k)
Rochelle Leigh Group LLC 401(k) Profit Sharing Plan & Trust · $2M · 166 · 30th
- BOOK $2M
- VS-ST 166
- BOY 30th
- SCH 401(k)
- EBSA near Globe Iron Foundry, Inc. 401(k) Plan
- PART ind #4210
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 Wisconsin →
Rochelle Leigh Group LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $538K |
| Employer EIN | 202428669 |
| Plan Effective Date | 2016-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rochelle Leigh Group LLC)
Sponsor-wide plan assets over time
All Rochelle Leigh Group LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 80.49333010433695% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 166 | $1M |
| 2023 | 1 | 153 | $2M |
| 2024 | 1 | 166 | $2M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
Rochelle Leigh Group LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Globe Iron Foundry, Inc. 401(k) Plan in CA ($2M); by covered participants it is Awesome 401(k) Plan in CA (166 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (166 participants); asset peers above are excluded.
- Awesome 401(k) Plan (CA) 166 · 0 off
- Pacific Dealership Group Retirement Plan (CA) 166 · 0 off
- Mcree Ford, Inc. Retirement Savings Plan (TX) 166 · 0 off
- California Bank of Commerce Profit Sharing 401(k) Plan (CA) 166 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.