Profit Sharing · DOL Form 5500 · 2023

Rouzee Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$569,412
Avg per participant High balance/head
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Official DOL plan name: Rouzee Enterprises, Inc. Retirement Plan · Sponsored by Rouzee Enterprises, Inc. · Colorado · Other Services

$1M in assets, 2 participants

Rouzee Enterprises, Inc.'s Rouzee Enterprises, Inc. Retirement Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,884 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Rouzee Enterprises, Inc. Retirement Plan ranks #3,884 of 7,857 2023 filers by assets (1762% of the sector average)-$1M for 2 participants.

#3,884
in Other Services (7,857 peers)
+37.3%
assets growth YoY

Rouzee Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

Rouzee Enterprises, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,138,823 25th percentile higher than 25% of 127,068 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 2023

Rouzee Enterprises, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rouzee Enterprises, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 470973084 · Rouzee Enterprises, Inc. PY 2023 · Profit Sharing

Rouzee Enterprises, Inc. Retirement Plan · $1M · 2 · 25th

  • PART $1M
  • PART 2
  • PART 25th
  • PART Profit Sharing
  • PART near Francke & Associates, Inc. Profit Sharing Plan
  • PART ind #3884

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 Colorado →

Rouzee Enterprises, Inc. Retirement Plan in the asset neighbourhood

Rouzee Enterprises, Inc. Retirement PlanRouzee Enterprises, Inc. Ret…$1MFrancke & Associates, Inc. Profit Sharing PlanFrancke & Associates, Inc. P…$1MDaniel Brenning Ing Profit SharingDaniel Brenning Ing Profit S…$1MKatky Inc. Retirement Plan$1MTns Holdings, Inc. Retirement PlanTns Holdings, Inc. Retiremen…$1M
End-of-year total assets ($M) among Rouzee Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$829K
Net Assets (End of Year)$1M
Net Income$309K
Employer EIN470973084
Plan Effective Date2014-05-29
Filing StatusFILING RECEIVED

Sponsor Plan History (Rouzee Enterprises, Inc.)

Sponsor-wide plan assets over time

All Rouzee Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 25.704170007103826% vs 2023
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 20232024 $1.14M $1.43M ▲ +25.4%
Year Plans Participants Total Assets
2023 1 2 $1M
2024 1 3 $1M

Nearby Profit Sharing Plans in Colorado

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Rouzee Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants Rouzee Enterprises, Inc. Retirement Plan, Total assets ($M): 1.138823 · Participants: 2Rouzee Enterprises, Inc. Retirement PlanHensel Phelps Hourly Retirement Plan, Total assets ($M): 58.660079 · Participants: 695Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 43.07945 · Participants: 1212Liberty Pr Mobility 401(k) Savings PlansAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 38.087891 · Participants: 133Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 18.249977 · Participants: 26Peterson Company Profit-Sharing PlanRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 16.472083 · Participants: 182Retirement Plan of Public Broadcasting of Colorado, Inc.
Rouzee Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Colorado, assets vs. participants

Rouzee Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Francke & Associates, Inc. Profit Sharing Plan in CA ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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.

Frequently Asked Questions

How did Rouzee Enterprises, Inc. Retirement Plan assets move in 2023?
Rouzee Enterprises, Inc. Retirement Plan surged - up 37.3% during 2023, from $829K to $1M. Reported net income was $309K.
How have Rouzee Enterprises, Inc. plan assets changed over time?
Across 2 plan years on file (2023-2024), Rouzee Enterprises, Inc.'s sponsor-wide assets grew 25.7%, from $1M to $1M.
Where does Rouzee Enterprises, Inc. Retirement Plan rank by assets among Form 5500 filers?
Rouzee Enterprises, Inc. Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Rouzee Enterprises, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Francke & Associates, Inc. Profit Sharing Plan in CA ($1M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Rouzee Enterprises, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).