401(k) · DOL Form 5500 · 2024

Roosevelt Paper Company 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
235
Participants Below avg headcount
85th
Percentile by assets National rank
$220,639
Avg per participant Above avg balance/head
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Official DOL plan name: Roosevelt Paper Company 401(k) Retirement Savings Plan · Sponsored by Roosevelt Paper Company · New Jersey · Wholesale Trade

$52M in assets, 235 participants

Roosevelt Paper Company's Roosevelt Paper Company 401(k) Retirement Savings Plan reported $52M in total assets and 235 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,210 in Wholesale Trade (6,080 peers)

Coverage in New Jersey

Roosevelt Paper Company 401(k) Retirement Savings Plan covers 235 participants in New Jersey, about 28% of the average New Jersey filer (state average ~844 per filing). Assets: $52M.

#5,210
in Wholesale Trade (6,080 peers)
+8.8%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Roosevelt Paper Company 401(k) Retirement Savings Plan's outsized position by total assets

Roosevelt Paper Company 401(k) Retirement Savings Plan vs every filed plan by assets

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

$51,850,091 Top 15% higher than 85% 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

Roosevelt Paper Company 401(k) Retirement Savings 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. Roosevelt Paper Company 401(k) Retirement Savings Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roosevelt Paper Company 401(k) Retirement Savings Plan reported net income rose from -$2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Roosevelt Paper Company 401(k) Retirement Savings Plan end-of-year assets rose from $48M in the plan year 2023 filing to $52M in the plan year 2024 filing.
  • Roosevelt Paper Company 401(k) Retirement Savings Plan reported participants rose from 223 in the plan year 2023 filing to 235 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 231514696 · Roosevelt Paper Company PY 2024 · 401(k)

Roosevelt Paper Company 401(k) Retirement Savings Plan · $52M · 235 · 85th

  • PCT $52M
  • EIN 235
  • RANK 85th
  • PHOTO 401(k)
  • IND near O&g Industries, Inc. 401(k) Salary Reduction Plan & Trust
  • EOY ind #5210

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Roosevelt Paper Company 401(k) Retirement Savings Plan in the asset neighbourhood

Nilan Johnson Lewis PA 401(k) Savings PlanNilan Johnson Lewis PA 401(k…$52MChild Development Associates, Inc. 401(k) Profit Sharing PlanChild Development Associates…$52MRoosevelt Paper Company 401(k) Retirement Savings PlanRoosevelt Paper Company 401(…$52MO&g Industries, Inc. 401(k) Salary Reduction Plan & TrustO&g Industries, Inc. 401(k) …$52MNh Profit Sharing Plan & TrustNh Profit Sharing Plan & Tru…$52M
End-of-year total assets ($M) among Roosevelt Paper Company 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$48M
Net Assets (End of Year)$52M
Net Income$4M
Employer EIN231514696
Plan Effective Date1981-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roosevelt Paper Company)

Sponsor-wide plan assets over time

All Roosevelt Paper Company plans reported in each filing year

Latest sponsor-wide plan assets
$52M 4.968773717258024% vs 2022
2024 filing year
$46M$48M$50M$52M$54M 202220232024 $49.4M $51.9M ▲ +5.0%
Year Plans Participants Total Assets
2022 1 199 $49M
2023 1 223 $48M
2024 1 235 $52M

Nearby 401(k) Plans in New Jersey

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

Roosevelt Paper Company 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Roosevelt Paper Company 401(k) Retirement Savings Plan, Total assets ($B): 0.051850091 · Participants: 235Roosevelt Paper Company 401(k) Retirement Savings PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Roosevelt Paper Company 401(k) Retirement Savings Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Roosevelt Paper Company 401(k) Retirement Savings Plan side-by-side with 3 peers →

Roosevelt Paper Company 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is O&g Industries, Inc. 401(k) Salary Reduction Plan & Trust in CT ($52M); by covered participants it is Casa Mechanical Services 401(k) Retirement Plan in TX (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 Roosevelt Paper Company 401(k) Retirement Savings Plan assets move in 2024? ▼
Roosevelt Paper Company 401(k) Retirement Savings Plan grew at a solid clip - up 8.8% during 2024, from $48M to $52M. Reported net income was $4M.
How have Roosevelt Paper Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roosevelt Paper Company's sponsor-wide assets grew 5.0%, from $49M to $52M.
Where does Roosevelt Paper Company 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Roosevelt Paper Company 401(k) Retirement Savings Plan ranks in the 85th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Roosevelt Paper Company 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is O&g Industries, Inc. 401(k) Salary Reduction Plan & Trust in CT ($52M, 334 participants).
Which 401(k) plans cover a similar participant headcount to Roosevelt Paper Company 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casa Mechanical Services 401(k) Retirement Plan in TX (235 participants, $7M 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 231514696.

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.