401(k) · DOL Form 5500 · 2024

Rockwood Capital, LLC 401(k) Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
85
Participants Small participant base
86th
Percentile by assets National rank
$719,386
Avg per participant High balance/head
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Official DOL plan name: Rockwood Capital 401(k) Retirement Plan · Sponsored by Rockwood Capital, LLC · California · Real Estate

$61M in assets, 85 participants

Rockwood Capital, LLC's Rockwood Capital 401(k) Retirement Plan reported $61M in total assets and 85 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #4,355 in Real Estate (4,605 peers)

Where Rockwood Capital 401(k) Retirement Plan sits by assets

Rockwood Capital 401(k) Retirement Plan sits in the top quartile of all filed plans by assets, $61M for 85 participants (~$719,386/participant), up 20.2% in 2024.

#4,355
in Real Estate (4,605 peers)
+20.2%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Rockwood Capital 401(k) Retirement Plan's outsized position by total assets

Rockwood Capital 401(k) Retirement Plan vs every filed plan by assets

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

$61,147,851 Top 14% higher than 86% 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

Rockwood Capital 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rockwood Capital 401(k) Retirement Plan is a small filing (85 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rockwood Capital 401(k) Retirement Plan reported net income rose from $6M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • Rockwood Capital 401(k) Retirement Plan end-of-year assets rose from $51M in the plan year 2023 filing to $61M in the plan year 2024 filing.
  • Rockwood Capital 401(k) Retirement Plan reported participants fell from 89 in the plan year 2023 filing to 85 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 204855911 · Rockwood Capital, LLC PY 2024 · 401(k)

Rockwood Capital 401(k) Retirement Plan · $61M · 85 · 86th

  • RANK $61M
  • RANK 85
  • RANK 86th
  • RANK 401(k)
  • RANK near Naphcare US Inc. 401(k) Plan
  • RANK ind #4355

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 California →

Rockwood Capital 401(k) Retirement Plan in the asset neighbourhood

Rockwood Capital 401(k) Retirement PlanRockwood Capital 401(k) Reti…$61MNaphcare US Inc. 401(k) Plan$61MSmart Care Solutions 401(k) PlanSmart Care Solutions 401(k) …$61MBanco Itau International 401(k)Banco Itau International 401…$61MDentons Durham Jones Pinegar P.C. 401(k) Retirement Savings PlanDentons Durham Jones Pinegar…$61M
End-of-year total assets ($M) among Rockwood Capital 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$61M
Net Income$10M
Employer EIN204855911
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rockwood Capital, LLC)

Sponsor-wide plan assets over time

All Rockwood Capital, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$61M 35.36193811282622% vs 2022
2024 filing year
$40M$45M$50M$55M$60M$65M 202220232024 $45.2M $61.2M ▲ +35.4%
Year Plans Participants Total Assets
2022 1 80 $45M
2023 1 89 $51M
2024 1 85 $61M

Nearby 401(k) Plans in California

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

Rockwood Capital 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Rockwood Capital 401(k) Retirement Plan, Total assets ($B): 0.061147851 · Participants: 85Rockwood Capital 401(k) Retirement PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Rockwood Capital 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Rockwood Capital 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Naphcare US Inc. 401(k) Plan in AL ($61M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($61M here).

Similar participant headcount

Nearest other-state filings by covered participants (85 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 Rockwood Capital 401(k) Retirement Plan assets move in 2024? ▼
Rockwood Capital 401(k) Retirement Plan grew sharply - up 20.2% during 2024, from $51M to $61M. Reported net income was $10M.
How have Rockwood Capital, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rockwood Capital, LLC's sponsor-wide assets grew 35.4%, from $45M to $61M.
Where does Rockwood Capital 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Rockwood Capital 401(k) Retirement Plan ranks in the 86th 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 Rockwood Capital 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Naphcare US Inc. 401(k) Plan in AL ($61M, 5,086 participants).
Which 401(k) plans cover a similar participant headcount to Rockwood Capital 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (85 participants, $11M 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 204855911.

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.