Profit Sharing · DOL Form 5500 · 2022

Roof Above, Inc. Profit Sharing Plan

Data updated 2026-08-25

$956K
Total assets Small plan by assets
163
Participants Small participant base
24th
Percentile by assets National rank
$5,864
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

$956K in assets, 163 participants

Roof Above, Inc.'s Roof Above 403(b) Plan reported $956K in total assets and 163 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #4,319 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Roof Above 403(b) Plan covers 163 participants in North Carolina, about 20% of the average North Carolina filer (state average ~819 per filing). Assets: $956K.

#4,319
in Healthcare & Social Assistance (20,060 peers)
+76.6%
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 2022 · DOL Form 5500

$955,836 24th percentile higher than 24% of 139,123 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 2022

Roof Above 403(b) Plan among mid-size filed plans by headcount

Plan-year 2022 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 (163 participants).

Plan-year Form 5500 strip

Filing strip 561837620 · Roof Above, Inc. PY 2022 · Profit Sharing

Roof Above 403(b) Plan · $956K · 163 · 24th

  • BOOK $956K
  • VS-ST 163
  • BOY 24th
  • SCH Profit Sharing
  • EBSA near Ramon M Corcino Rodriguez Profit Sharing Plan
  • PART ind #4319

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$956KRamon M Corcino Rodriguez Profit Sharing PlanRamon M Corcino Rodriguez Pr…$955KMark N Folkening Md PC Employee Retirement PlanMark N Folkening Md PC Emplo…$955KThe North Fork Express/Montauk Bus Companies 401(k) Savings PlanThe North Fork Express/Monta…$957KPlatinumcare Inc. Retirement PlanPlatinumcare Inc. Retirement…$957K
End-of-year total assets ($M) among Roof Above 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$541K
Net Assets (End of Year)$956K
Net Income$415K
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. -20000020000400006000080000100000 -0.500.511.52 Total assets ($B) Participants Roof Above 403(b) Plan, Total assets ($B): 0.000955836 · Participants: 163Roof Above 403(b) PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 1.870436298 · Participants: 29251Tax Deferred Savings Plan of Novant Health, Inc.Wakemed Retirement Savings Plan, Total assets ($B): 1.11733971 · Participants: 11689Wakemed Retirement Savings PlanCharter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 0.992833723 · Participants: 88468Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.09482539 · Participants: 5217Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.060345776 · Participants: 1358Baker & Taylor Retirement Savings Plan
Roof Above 403(b) Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants

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 Ramon M Corcino Rodriguez Profit Sharing Plan in PR ($955K); by covered participants it is The Bell Company, LLC Profit Sharing Plan in NY (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. 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 2022?
Roof Above 403(b) Plan surged - up 76.6% during 2022, from $541K to $956K. Reported net income was $415K.
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.
Where does Roof Above 403(b) Plan rank by assets among Form 5500 filers?
Roof Above 403(b) Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
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 Ramon M Corcino Rodriguez Profit Sharing Plan in PR ($955K, 1 participant).
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 The Bell Company, LLC Profit Sharing Plan in NY (163 participants, N/A in assets).