401(k) · DOL Form 5500 · 2023
Roots Management Group, LLC 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 614
- Participants Below avg headcount
- 35th
- Percentile by assets National rank
- $4,560
- Avg per participant Low balance/head
Official DOL plan name: Roots Management Group 401(k) Plan · Sponsored by Roots Management Group, LLC · Arizona · Manufacturing
$3M in assets, 614 participants
Roots Management Group, LLC's Roots Management Group 401(k) Plan reported $3M in total assets and 614 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.
- #3,455 in Manufacturing (18,722 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 $3M / 614 participants.
- #3,455
- in Manufacturing (18,722 peers)
- +149.5%
- 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 2023 · DOL Form 5500
$2,799,565 35th percentile higher than 35% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Roots Management Group 401(k) Plan among mid-size filed plans by headcount
Plan-year 2023 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 (614 participants).
Plan-year Form 5500 strip
Filing strip 870855596 · Roots Management Group, LLC PY 2023 · 401(k)
Roots Management Group 401(k) Plan · $3M · 614 · 35th
- BOOK $3M
- VS-ST 614
- BOY 35th
- SCH 401(k)
- EBSA near Northern Radiology Associates PC 401(k) Profit Sharing Plan
- PART ind #3455
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, 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 614 | $3M |
| 2024 | 1 | 643 | $5M |
Roots Management Group, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $2M |
| Employer EIN | 870855596 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $5.7B · 7,448
- Banner Health Employees 401(k) Plan $4.3B · 52,452
- Republic Services, Inc. 401(k) Plan $2.4B · 28,131
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
- Stantec 401(k) Plan $2.0B · 10,719
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 Northern Radiology Associates PC 401(k) Profit Sharing Plan in NY ($3M); by covered participants it is Martin Brothers Distributing Company, Inc. ESOP and 401(k) Plan in IA (614 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (614 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.