401(k) · DOL Form 5500 · 2024

Roots Management Group, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
643
Participants Below avg headcount
42nd
Percentile by assets National rank
$7,633
Avg per participant Low balance/head
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Official DOL plan name: Roots Management Group 401(k) Plan · Sponsored by Roots Management Group, LLC · Arizona · Manufacturing

$5M in assets, 643 participants

Roots Management Group, LLC's Roots Management Group 401(k) Plan reported $5M in total assets and 643 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,395 in Manufacturing (17,777 peers)

Roots Management Group, LLC multi-year trail

Roots Management Group, LLC's plans moved +75.3% in assets from 2023 to 2024; this filing shows Roots Management Group 401(k) Plan at $5M / 643 participants.

#4,395
in Manufacturing (17,777 peers)
+75.3%
assets growth YoY

Roots Management Group 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

Roots Management Group 401(k) Plan vs every filed plan by assets

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

$4,908,143 42nd percentile higher than 42% 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

Roots Management Group 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roots Management Group 401(k) Plan sits mid-pack in the medium band (643 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roots Management Group 401(k) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Roots Management Group 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Roots Management Group 401(k) Plan reported participants rose from 614 in the plan year 2023 filing to 643 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 870855596 · Roots Management Group, LLC PY 2024 · 401(k)

Roots Management Group 401(k) Plan · $5M · 643 · 42nd

  • TYPE $5M
  • TYPE 643
  • TYPE 42nd
  • TYPE 401(k)
  • TYPE near Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust
  • TYPE ind #4395

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 Manufacturing retirement plans → · Plans in Arizona →

Roots Management Group 401(k) Plan in the asset neighbourhood

Roots Management Group 401(k) PlanRoots Management Group 401(k…$5MClive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and TrustClive Daniel Home Holdings, …$5MReeder Distributors Retirement PlanReeder Distributors Retireme…$5MSeeqc Inc. 401(k)$5MGive and Go 401(k) Plan$5M
End-of-year total assets ($M) among Roots Management Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Roots Management Group, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Roots Management Group, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 75.31805834120658% vs 2023
2024 filing year
$2M$3M$4M$5M$6M 20232024 $2.8M $4.91M ▲ +75.4%
Year Plans Participants Total Assets
2023 1 614 $3M
2024 1 643 $5M

Roots Management Group, LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$2M
Employer EIN870855596
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Roots Management Group 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Roots Management Group 401(k) Plan, Total assets ($B): 0.004908143 · Participants: 643Roots Management Group 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Roots Management Group 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Roots Management Group 401(k) Plan side-by-side with 3 peers →

Roots Management Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust in FL ($5M); by covered participants it is Saalex Solutions, Inc. 401(k) in CA (643 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (643 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 Roots Management Group 401(k) Plan assets move in 2024? ▼
Roots Management Group 401(k) Plan surged - up 75.3% during 2024, from $3M to $5M. Reported net income was $2M.
How have Roots Management Group, LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Roots Management Group, LLC's sponsor-wide assets grew 75.3%, from $3M to $5M.
Which 401(k) plans are similar in size to Roots Management Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Clive Daniel Home Holdings, LLC 401(k) Profit Sharing Plan and Trust in FL ($5M, 221 participants).
Which 401(k) plans cover a similar participant headcount to Roots Management Group 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Saalex Solutions, Inc. 401(k) in CA (643 participants, N/A 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 870855596.

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.