401(k) · DOL Form 5500 · 2024

Roman Health Ventures, Inc. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
461
Participants Below avg headcount
81st
Percentile by assets National rank
$86,656
Avg per participant Below avg balance/head
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Official DOL plan name: Roman 401(k) Plan · Sponsored by Roman Health Ventures, Inc. · New York · Retail Trade

$40M in assets, 461 participants

Roman Health Ventures, Inc.'s Roman 401(k) Plan reported $40M in total assets and 461 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.

  • #7,183 in Retail Trade (8,048 peers)

Where Roman 401(k) Plan sits by assets

Roman 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 461 participants (~$86,656/participant), up 30.6% in 2024.

#7,183
in Retail Trade (8,048 peers)
+30.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Roman 401(k) Plan's outsized position by total assets

Roman 401(k) Plan vs every filed plan by assets

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

$39,948,334 Top 19% higher than 81% 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

Roman 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. Roman 401(k) Plan sits mid-pack in the medium band (461 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roman 401(k) Plan end-of-year assets rose from $31M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Roman 401(k) Plan reported participants fell from 561 in the plan year 2023 filing to 461 in the plan year 2024 filing.
  • Roman 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $9M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 821285516 · Roman Health Ventures, Inc. PY 2024 · 401(k)

Roman 401(k) Plan · $40M · 461 · 81st

  • TYPE $40M
  • NET 461
  • BOOK 81st
  • VS-ST 401(k)
  • BOY near The Midwest Trust Company Profit Sharing 401(k) Plan
  • SCH ind #7183

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 Retail Trade retirement plans → · Plans in New York →

Roman 401(k) Plan in the asset neighbourhood

Roman 401(k) Plan$40MThe Midwest Trust Company Profit Sharing 401(k) PlanThe Midwest Trust Company Pr…$40MTrader Interactive, LLC 401(k) PlanTrader Interactive, LLC 401(…$40MEnvironmental Systems, Inc. Profit Sharing PlanEnvironmental Systems, Inc. …$40MEzchoice 401(k) Pooled Employer PlanEzchoice 401(k) Pooled Emplo…$40M
End-of-year total assets ($M) among Roman 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$40M
Net Income$9M
Employer EIN821285516
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roman Health Ventures, Inc.)

Sponsor-wide plan assets over time

All Roman Health Ventures, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 94.38432146970213% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $20.6M $40M ▲ +94.4%
Year Plans Participants Total Assets
2022 1 658 $21M
2023 1 561 $31M
2024 1 461 $40M

Nearby 401(k) Plans in New York

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

Roman 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Roman 401(k) Plan, Total assets ($B): 0.039948334 · Participants: 461Roman 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Roman 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Roman 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is The Midwest Trust Company Profit Sharing 401(k) Plan in KS ($40M); by covered participants it is Brady's Welding & Machine Shop 401(k) Plan in OK (461 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (461 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 Roman 401(k) Plan assets move in 2024? ▼
Roman 401(k) Plan surged - up 30.6% during 2024, from $31M to $40M. Reported net income was $9M.
How have Roman Health Ventures, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roman Health Ventures, Inc.'s sponsor-wide assets grew 94.4%, from $21M to $40M.
Where does Roman 401(k) Plan rank by assets among Form 5500 filers? ▼
Roman 401(k) Plan ranks in the 81st 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 Roman 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Midwest Trust Company Profit Sharing 401(k) Plan in KS ($40M, 235 participants).
Which 401(k) plans cover a similar participant headcount to Roman 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Brady's Welding & Machine Shop 401(k) Plan in OK (461 participants, $14M 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 821285516.

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.