401(k) · DOL Form 5500 · 2022

Rosenblatt Securities, Inc. 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
63
Participants Small participant base
58th
Percentile by assets National rank
$112,008
Avg per participant Below avg balance/head
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Official DOL plan name: Rosenblatt Securities, Inc. 401(k) Plan · Sponsored by Rosenblatt Securities, Inc. · New York · Finance & Insurance

$7M in assets, 63 participants

Rosenblatt Securities, Inc.'s Rosenblatt Securities, Inc. 401(k) Plan reported $7M in total assets and 63 participants in its 2022 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,818 in Finance & Insurance (9,261 peers)

Rosenblatt Securities, Inc. multi-year trail

Rosenblatt Securities, Inc.'s plans moved +50.5% in assets from 2022 to 2024; this filing shows Rosenblatt Securities, Inc. 401(k) Plan at $7M / 63 participants.

#3,818
in Finance & Insurance (9,261 peers)
-11.0%
assets change YoY

The plan reported a net loss of $871K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rosenblatt Securities, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Rosenblatt Securities, Inc. 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$7,056,515 Top 42% higher than 58% of 139,123 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 2022

Rosenblatt Securities, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rosenblatt Securities, Inc. 401(k) Plan is a small filing (63 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 132975865 · Rosenblatt Securities, Inc. PY 2022 · 401(k)

Rosenblatt Securities, Inc. 401(k) Plan · $7M · 63 · 58th

  • NET $7M
  • NET 63
  • NET 58th
  • NET 401(k)
  • NET near Psychiatric Medical Care LLC 401(k) Plan
  • NET ind #3818

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 Finance & Insurance retirement plans → · Plans in New York →

Rosenblatt Securities, Inc. 401(k) Plan in the asset neighbourhood

Rosenblatt Securities, Inc. 401(k) PlanRosenblatt Securities, Inc. …$7MPsychiatric Medical Care LLC 401(k) PlanPsychiatric Medical Care LLC…$7MUnited States Environmental Services 401(k) PlanUnited States Environmental …$7MIxp Corporation 401(k) Salary Reduction PlanIxp Corporation 401(k) Salar…$7MDemiurge Studios Inc. 401(k) and Profit Sharing PlanDemiurge Studios Inc. 401(k)…$7M
End-of-year total assets ($M) among Rosenblatt Securities, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rosenblatt Securities, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rosenblatt Securities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 50.54458185095617% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.06M $10.6M ▲ +50.4%
Year Plans Participants Total Assets
2022 1 63 $7M
2023 1 61 $9M
2024 1 53 $11M

Rosenblatt Securities, Inc. filing trail (2022)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$7M
Net Income-$871K
Employer EIN132975865
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rosenblatt Securities, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Rosenblatt Securities, Inc. 401(k) Plan, Total assets ($B): 0.007056515 · Participants: 63Rosenblatt Securities, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Rosenblatt Securities, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rosenblatt Securities, Inc. 401(k) Plan side-by-side with 3 peers →

Rosenblatt Securities, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Psychiatric Medical Care LLC 401(k) Plan in TN ($7M); by covered participants it is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rosenblatt Securities, Inc. 401(k) Plan assets move in 2022? ▼
Rosenblatt Securities, Inc. 401(k) Plan pulled back noticeably - down 11.0% during 2022, from $8M to $7M. Reported net income was -$871K.
How have Rosenblatt Securities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rosenblatt Securities, Inc.'s sponsor-wide assets grew 50.5%, from $7M to $11M.
Which 401(k) plans are similar in size to Rosenblatt Securities, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Psychiatric Medical Care LLC 401(k) Plan in TN ($7M, 430 participants).
Which 401(k) plans cover a similar participant headcount to Rosenblatt Securities, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Manderfield's Home Bakery, Inc. 401(k) Profit Sharing Plan in WI (63 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 132975865.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.