Department of Labor filing

ROLLER DIE & FORMING CO., INC.

ROLLER DIE & FORMING CO., INC. PROFIT SHARING PLAN · For the plan year ended May 31, 2025

Public filing 2024 · received Feb 19, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

32filing comparison
out of 100

The filing trails many comparable plans on reported employer support and/or plan-paid administrative costs. This is a filing comparison, not a complete benefits score.

$Employer support

$1,065

Reported employer contributions per active participant.

Higher than about 27% of comparable plans

#People in the filing

251

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$195 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 44% of comparable plans

↗Investment performance

Not available

Plan assets changed 7.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202432out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions27th percentileTypical peer $1,709 · based on 1,081 comparable plans

Lower reported administrative expense44th percentileTypical peer $180 · based on 1,089 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended May 31, 2025, ROLLER DIE & FORMING CO., INC. reported $267,278 in employer contributions across the plan and 251 active participants. That works out to $1,065 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy75%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 7.9%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 31.6%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context32/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $267,278
Participant contributions: $711,872
Other contributions: $22,034
Employer share of reported contributions: 27.3%
Beginning assets: $7,620,836
Ending assets: $8,177,526
Ending net assets: $8,177,526
Ending liabilities: $0
Total income: $1,534,338
Total expenses: $977,648
Administrative expenses: $58,797
Participant loans: $304,614

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$987

2023

$1,289

2024

$1,065

Plan-paid administrative expenses per participant

2022

$148

2023

$170

2024

$195

Active participants

2022

250

2023

212

2024

251

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$1,065	251	8.2M	20260219151835NAL0009937315001
2023	$1,289	212	7.6M	20250306081639NAL0006121459001
2022	$987	250	6.5M	20240304084816NAL0022147841001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 3.7%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Yes
Public plan identifier: 610487300-002

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jun 1, 2002
Industry: Industry group 332
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2F2G2J2K2R2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

Provider	Plan year	Direct compensation	Indirect compensation
FIDELITY INVESTMENTS INSTITUTIONAL	2024	Not reported	unknown

Current plan terms

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Filing ACK_ID20260219151835NAL0009937315001

Data sourceDOL Form 5500 bulk data ↗

Filing searchEFAST2 ↗