401(k) · DOL Form 5500 · 2024

Roncalli Institute, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
51
Participants Small participant base
29th
Percentile by assets National rank
$37,349
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Roncalli Institute Master 401(k) Plan · Sponsored by Roncalli Institute, Inc. · Connecticut · Administrative & Support Services

$2M in assets, 51 participants

Roncalli Institute, Inc.'s Roncalli Institute Master 401(k) Plan reported $2M in total assets and 51 participants in its 2024 DOL Form 5500 filing, ranking in the 29th 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.

  • #2,315 in Administrative & Support Services (4,368 peers)

Administrative & Support Services sector rank

Within Administrative & Support Services, Roncalli Institute Master 401(k) Plan ranks #2,315 of 4,368 2024 filers by assets (1515% of the sector average)-$2M for 51 participants.

#2,315
in Administrative & Support Services (4,368 peers)
+7.5%
assets growth YoY

Roncalli Institute Master 401(k) Plan among the smaller filed plans by assets

Roncalli Institute Master 401(k) Plan vs every filed plan by assets

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

$1,904,788 29th percentile higher than 29% 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

Roncalli Institute Master 401(k) 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. Roncalli Institute Master 401(k) Plan is a small filing (51 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roncalli Institute Master 401(k) Plan reported net income fell from $425K in the plan year 2023 filing to $133K in the plan year 2024 filing.
  • Roncalli Institute Master 401(k) Plan reported participants rose from 46 in the plan year 2023 filing to 51 in the plan year 2024 filing.
  • Roncalli Institute Master 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 060972317 · Roncalli Institute, Inc. PY 2024 · 401(k)

Roncalli Institute Master 401(k) Plan · $2M · 51 · 29th

  • PHOTO $2M
  • IND 51
  • EOY 29th
  • 5500 401(k)
  • ASSETS near Cempak Holdings Inc 401(k) Plan
  • PCT ind #2315

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 Administrative & Support Services retirement plans → · Plans in Connecticut →

Roncalli Institute Master 401(k) Plan in the asset neighbourhood

Roncalli Institute Master 401(k) PlanRoncalli Institute Master 40…$2MCempak Holdings Inc 401(k) PlanCempak Holdings Inc 401(k) P…$2MMast Law Firm, P.C. 401(k) PlanMast Law Firm, P.C. 401(k) P…$2MBerger & Berger Profit Sharing PlanBerger & Berger Profit Shari…$2MMichael J. Mcinerney Profit Sharing PlanMichael J. Mcinerney Profit …$2M
End-of-year total assets ($M) among Roncalli Institute Master 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Administrative & Support Services filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$133K
Employer EIN060972317
Plan Effective Date2003-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roncalli Institute, Inc.)

Sponsor-wide plan assets over time

All Roncalli Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 41.387188672326744% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.35M $1.9M ▲ +40.7%
Year Plans Participants Total Assets
2022 1 44 $1M
2023 1 46 $2M
2024 1 51 $2M

Nearby 401(k) Plans in Connecticut

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

Roncalli Institute Master 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Roncalli Institute Master 401(k) Plan, Total assets ($B): 0.001904788 · Participants: 51Roncalli Institute Master 401(k) PlanRtx Savings Plan, Total assets ($B): 58.647425 · Participants: 124876Rtx Savings PlanCiti Retirement Savings Plan, Total assets ($B): 23.241033081 · Participants: 78741Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 7.183243 · Participants: 18614The Hartford Investment and Savings PlanEversource 401(k) Plan, Total assets ($B): 4.046347175 · Participants: 10041Eversource 401(k) PlanXerox Corporation Savings Plan, Total assets ($B): 3.976943 · Participants: 9876Xerox Corporation Savings Plan
Roncalli Institute Master 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Roncalli Institute Master 401(k) Plan side-by-side with 3 peers →

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

Outside Connecticut, the nearest 401(k) by assets is Cempak Holdings Inc 401(k) Plan in TX ($2M); by covered participants it is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 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 (51 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 Roncalli Institute Master 401(k) Plan assets move in 2024? ▼
Roncalli Institute Master 401(k) Plan grew at a solid clip - up 7.5% during 2024, from $2M to $2M. Reported net income was $133K.
How have Roncalli Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roncalli Institute, Inc.'s sponsor-wide assets grew 41.4%, from $1M to $2M.
Which 401(k) plans are similar in size to Roncalli Institute Master 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cempak Holdings Inc 401(k) Plan in TX ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Roncalli Institute Master 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Consulting Engineers Group, Inc. 401(k)/Profit Sharing Plan in MN (51 participants, $12M 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 060972317.

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.