Plan5500

Rogers-O'Brien Construction Company, LLC 401(K) Plan — Form 5500 plan (Rogers-O'Brien Construction Company, LLC)

Plain-English plan 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, Rogers-O'Brien Construction Company, LLC 401(K) Plan is a benefit plan reported by Rogers-O'Brien Construction Company, LLC under EIN 68-0588178 and plan number 002. The latest loaded filing year is 2023. The filing reports 587 participants and $49,272,223 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$49.3MPlan net assets, end of year$49,272,223
Participants587Covered participants reported
Assets / participant$83.9KComputed: assets ÷ participants$83,939 (computed)
Provider compensation$83.3K1 Schedule C provider row(s)$83,254
Plan sponsor
Rogers-O'Brien Construction Company, LLC
EIN
68-0588178
Plan number
002
Plan type
2
Location
Dallas, TX
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    587 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$49.3M total assets
Net assets$49.3MLiabilities$0
Money in vs. money out
Total income / additions$12.7M
Total expenses$3M
Benefits paid / distributions$2.9M
Contributions
Employer$1.4M
Participant$4M
Full reported line items

Net assets

Total assets (EOY)
$49,272,223
Total liabilities (EOY)
$0
Net assets (EOY)
$49,272,223
Net assets (BOY)
$39,571,610

Income & contributions

Employer contributions
$1,394,431
Participant contributions
$3,961,342
Total contributions
$5,497,801
Total income / additions
$12,666,949

Expenses & distributions

Benefits paid
$2,893,985
Administrative expenses
$72,351
Total expenses
$2,966,336
Net increase / (decrease)
$9,700,613
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 26%Participant 74%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Bokf, Na$83.3K
    TRUSTEE · Direct $72.3K · Indirect $10.9K

What to inspect next

Frequently asked questions

Who sponsors the Rogers-O'Brien Construction Company, LLC 401(K) Plan?
Rogers-O'Brien Construction Company, LLC 401(K) Plan is reported as sponsored by Rogers-O'Brien Construction Company, LLC (EIN 68-0588178, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Rogers-O'Brien Construction Company, LLC 401(K) Plan?
The latest Form 5500 filing year loaded for Rogers-O'Brien Construction Company, LLC 401(K) Plan is 2023.
How many participants does Rogers-O'Brien Construction Company, LLC 401(K) Plan report?
Rogers-O'Brien Construction Company, LLC 401(K) Plan reports 587 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Rogers-O'Brien Construction Company, LLC 401(K) Plan?
Rogers-O'Brien Construction Company, LLC 401(K) Plan reports $49,272,223 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages