401(k) · DOL Form 5500 · 2024

Roca Enterprises Inc 401(k) Plan

Data updated 2026-08-25

$150K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$149,562
Avg per participant Above avg balance/head
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Official DOL plan name: Roca Enterprises Retirement Plan · Sponsored by Roca Enterprises Inc · Tennessee · Other Services

$150K in assets, 1 participants

Roca Enterprises Inc's Roca Enterprises Retirement Plan reported $150K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,396 in Other Services (7,719 peers)

What the 2024 filing shows

Roca Enterprises Retirement Plan holds $150K for 1 participant - about $149,562 per participant, among the smaller plans by assets on file.

#1,396
in Other Services (7,719 peers)
-5.7%
assets change YoY

The plan reported a net loss of $9K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roca Enterprises Retirement Plan among the smaller filed plans by assets

Roca Enterprises Retirement Plan vs every filed plan by assets

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

$149,562 8th percentile higher than 8% 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

Roca Enterprises Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roca Enterprises Retirement Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roca Enterprises Retirement Plan reported net income fell from $3K in the plan year 2023 filing to -$9K in the plan year 2024 filing.
  • Roca Enterprises Retirement Plan reported participants fell from 2 in the plan year 2023 filing to 1 in the plan year 2024 filing.
  • Roca Enterprises Retirement Plan end-of-year assets fell from $159K in the plan year 2023 filing to $150K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 261348208 · Roca Enterprises Inc PY 2024 · 401(k)

Roca Enterprises Retirement Plan · $150K · 1 · 8th

  • EIN $150K
  • EIN 1
  • EIN 8th
  • EIN 401(k)
  • EIN near Wisdom Learning Corp. 401(k) Plan
  • EIN ind #1396

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 Other Services retirement plans → · Plans in Tennessee →

Roca Enterprises Retirement Plan in the asset neighbourhood

Roca Enterprises Retirement PlanRoca Enterprises Retirement …$150KWisdom Learning Corp. 401(k) PlanWisdom Learning Corp. 401(k)…$150KBalt Enterprises, Inc. 401(k) Profit Sharing PlanBalt Enterprises, Inc. 401(k…$150KTempay, Inc. 401(k) Plan$150KCowgirls Retirement Plan$150K
End-of-year total assets ($M) among Roca Enterprises Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$159K
Net Assets (End of Year)$150K
Net Income-$9K
Employer EIN261348208
Plan Effective Date2007-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roca Enterprises Inc)

Sponsor-wide plan assets over time

All Roca Enterprises Inc plans reported in each filing year

Latest sponsor-wide plan assets
$150K 5.658163651502536% vs 2023
2024 filing year
$0.14M$0.15M$0.16M$0.16M$0.17M 20232024 $0.16M $0.15M ▼ -6.3%
Year Plans Participants Total Assets
2023 1 2 $159K
2024 1 1 $150K

Nearby 401(k) Plans in Tennessee

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

Roca Enterprises Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Roca Enterprises Retirement Plan, Total assets ($B): 0.000149562 · Participants: 1Roca Enterprises Retirement PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 25.378065969 · Participants: 113079Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 23.821303026 · Participants: 307086Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 5.306930367 · Participants: 5830Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.993858777 · Participants: 12564International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.778242011 · Participants: 59441Chs/Community Health Systems, Inc. Retirement Savings Plan
Roca Enterprises Retirement Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Roca Enterprises Retirement Plan side-by-side with 3 peers →

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

Outside Tennessee, the nearest 401(k) by assets is Wisdom Learning Corp. 401(k) Plan in MO ($150K); by covered participants it is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($150K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Roca Enterprises Retirement Plan assets move in 2024? ▼
Roca Enterprises Retirement Plan pulled back noticeably - down 5.7% during 2024, from $159K to $150K. Reported net income was -$9K.
How have Roca Enterprises Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Roca Enterprises Inc's sponsor-wide assets declined 5.7%, from $159K to $150K.
Where does Roca Enterprises Retirement Plan rank by assets among Form 5500 filers? ▼
Roca Enterprises Retirement Plan ranks in the 8th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Roca Enterprises Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Wisdom Learning Corp. 401(k) Plan in MO ($150K, 1 participant).
Which 401(k) plans cover a similar participant headcount to Roca Enterprises Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Concorde Support & Development, Inc. 401(k) Profit Sharing Plan in TX (1 participant, $415K 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 261348208.

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.