401(k) · DOL Form 5500 · 2024
Collard & Roe, P.C. 401(k) Plan
Data updated 2026-08-25
- $9M
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $534,539
- Avg per participant High balance/head
Official DOL plan name: Collard & Roe Retirement Savings Plan · Sponsored by Collard & Roe, P.C. · New York · Professional & Technical Services
$9M in assets, 17 participants
Collard & Roe, P.C.'s Collard & Roe Retirement Savings Plan reported $9M in total assets and 17 participants in its 2024 DOL Form 5500 filing, ranking in the 54th 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.
- #10,471 in Professional & Technical Services (20,173 peers)
Collard & Roe, P.C. multi-year trail
Collard & Roe, P.C.'s plans moved +28.0% in assets from 2022 to 2024; this filing shows Collard & Roe Retirement Savings Plan at $9M / 17 participants.
- #10,471
- in Professional & Technical Services (20,173 peers)
- +4.9%
- assets growth YoY
Collard & Roe Retirement Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers
Collard & Roe Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$9,087,157 Top 46% higher than 54% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Collard & Roe Retirement Savings 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. Collard & Roe Retirement Savings Plan is a small filing (17 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Collard & Roe Retirement Savings Plan reported net income fell from $2M in the plan year 2023 filing to $423K in the plan year 2024 filing.
- Collard & Roe Retirement Savings Plan end-of-year assets rose from $9M in the plan year 2023 filing to $9M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 112481988 · Collard & Roe, P.C. PY 2024 · 401(k)
Collard & Roe Retirement Savings Plan · $9M · 17 · 54th
- PHOTO $9M
- IND 17
- EOY 54th
- 5500 401(k)
- ASSETS near Pediatric Associates, LLC Retirement Savings Plan
- PCT ind #10471
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 Professional & Technical Services retirement plans → · Plans in New York →
Collard & Roe Retirement Savings Plan in the asset neighbourhood
Collard & Roe, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All Collard & Roe, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $9M 27.98850531811432% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 19 | $7M |
| 2023 | 1 | 17 | $9M |
| 2024 | 1 | 17 | $9M |
Collard & Roe, P.C. filing trail (2024)
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $9M |
| Net Income | $423K |
| Employer EIN | 112481988 |
| Plan Effective Date | 2004-10-15 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Collard & Roe Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Pediatric Associates, LLC Retirement Savings Plan in FL ($9M); by covered participants it is Knowledge Commerce Group Gainesville, Inc. 401(k) Plan in VA (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($9M here).
- Pediatric Associates, LLC Retirement Savings Plan (FL) $9M · 1,135
- Frost-Arnett Company 401(k) Plan (TN) $9M · 296
- O&h Danish Bakery, Inc. 401(k) Plan (WI) $9M · 218
- Hollins Management Group, Inc.401(k) Plan (CA) $9M · 3,842
Similar participant headcount
Nearest other-state filings by covered participants (17 participants); asset peers above are excluded.
- Knowledge Commerce Group Gainesville, Inc. 401(k) Plan (VA) 17 · 0 off
- Fight 612, Inc. 401(k) Plan (IN) 17 · 0 off
- Advisys, Inc. 401(k) Plan (CA) 17 · 0 off
- Great Oak Senior Care, Inc. 401(k) Plan (MN) 17 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.