Retirement plan

ROCKFORD STEAM BOILER WORKS, INC.401(K) PROFIT SHARING PLAN

Name: ROCKFORD STEAM BOILER WORKS, INC. - ROCKFORD STEAM BOILER WORKS, INC.401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: ROCKFORD STEAM BOILER WORKS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ROCKFORD STEAM BOILER WORKS, INC.401(K) PROFIT SHARING PLAN, ROCKFORD STEAM BOILER WORKS, INC.

ROCKFORD STEAM BOILER WORKS, INC.EIN 36-2966004Plan #001PY 2025

13552 METRIC, P. O. BOX 302 - ROSCOE, IL 61073815-963-0522rockfordsteamboiler.comLinkedIn1-10 employeesmechanical or industrial engineering

Prospect flagsLow returnsHigh assets / participant

How to read this page

Total assets (EOY)

$2.7M

+3.5% from 2024

Total participants

+16.7% from 2024

Average account balance

$387,934

-11.3% from 2024

Annual return

0.92%

-25.60 pp from 2024

Benchmarks

See 9,624 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort9,624 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$2.72M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$388K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$67K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+0.92%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$387,934

$157,829+145.8%

$136,867+183.4%

$198,609+95.3%

Participation rate

100.0%

77.2%+22.8pp

74.5%+25.5pp

82.4%+17.6pp

Annual return

0.92%

51.25%-50.3pp

42.97%-42.0pp

202.70%-201.8pp

Employer contribution / active EE

$2,167

$3,923-44.8%

$3,547-38.9%

$5,055-57.1%

Participant deferral / active EE

$7,350

$5,463+34.5%

$4,924+49.3%

$6,977+5.3%

Admin fee / account holder

$11,107-100.0%

$10,340-100.0%

$19,030-100.0%

ROCKFORD STEAM BOILER WORKS, INC.401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

ROCKFORD STEAM BOILER WORKS, INC.401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion