Plan5500

Roco Management — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Roco Management (EIN 47-5571246) is a plan sponsor located in Bloomfield, MI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
47-5571246
Location
Bloomfield, MI
Loaded plans
2
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.4MSummed across loaded plans$2,424,768
Total reported assets$2.4M$2,432,490
Total reported participants689
Total reported liabilities$7.7K$7,722

Reported net position

Reported assets = net assets + liabilities (summed)$2.4M total assets
Net assets$2.4MLiabilities$7.7K
Contributions & income
Employer contributions$126.3K
Participant contributions$290.3K
Total income / additions$836.4K
Expenses & distributions
Benefits paid / distributions$539.8K
Total expenses$634.8K
Net increase / (decrease)$201.6K

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Roco Management 401k Plan
Participants per plan345Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Roco Management 401k Plan$2.4M
    Plan #001 · 545 participants · 2023
  2. 2
    Roco Management, LLC Welfare Benefit Plannot reported in the loaded dataset
    Plan #504 · 144 participants · 2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Roco Management
YearPlanParticipantsSchedulesFiling
2023Roco Management, LLC Welfare Benefit Plan144—20240731124942NAL0036539152001
2023Roco Management 401k Plan545H, C20241015115502NAL0047696608001

Related Form 5500 pages