401(k) · DOL Form 5500 · 2022

Three Rose III Corp. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
9
Participants Small participant base
71st
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Three Rose III Corp. Pension Plan · Sponsored by Three Rose III Corp. · New York · Finance & Insurance

$14M in assets, 9 participants

Three Rose III Corp.'s Three Rose III Corp. Pension Plan reported $14M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,116 in Finance & Insurance (9,261 peers)

Three Rose III Corp. multi-year trail

Three Rose III Corp.'s plans moved +56.5% in assets from 2022 to 2024; this filing shows Three Rose III Corp. Pension Plan at $14M / 9 participants.

#5,116
in Finance & Insurance (9,261 peers)
-8.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Three Rose III Corp. Pension Plan's outsized position by total assets

Three Rose III Corp. Pension Plan vs every filed plan by assets

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

$13,675,683 Top 29% higher than 71% 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

Three Rose III Corp. Pension Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Three Rose III Corp. Pension Plan is a micro filing (9 participants), the leftmost band.

Published 5500 schedule card

Filing strip 112917205 · Three Rose III Corp. PY 2022 · 401(k)

Three Rose III Corp. Pension Plan · $14M · 9 · 71st

  • 5500 $14M
  • ASSETS 9
  • PCT 71st
  • EIN 401(k)
  • RANK near Scott Auto Group 401(k) Plan
  • PHOTO ind #5116

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 →

Three Rose III Corp. Pension Plan in the asset neighbourhood

Three Rose III Corp. Pension PlanThree Rose III Corp. Pension…$14MScott Auto Group 401(k) Plan$14MBioserenity USA Inc. 401(k) PlanBioserenity USA Inc. 401(k) …$14MEnergy North Retirement Plan$14MPohanka of Salisbury, Inc. 401(k) PlanPohanka of Salisbury, Inc. 4…$14M
End-of-year total assets ($M) among Three Rose III Corp. Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Three Rose III Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Three Rose III Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 56.53256221279771% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.7M $21.4M ▲ +56.5%
Year Plans Participants Total Assets
2022 1 9 $14M
2023 1 12 $19M
2024 1 14 $21M

Three Rose III Corp. filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$14M
Net Income-$1M
Employer EIN112917205
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Three Rose III Corp. Pension Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Three Rose III Corp. Pension Plan, Total assets ($B): 0.013675683 · Participants: 9Three Rose III Corp. Pension 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
Three Rose III Corp. Pension Plan vs. nearby 401(k) plans in New York, assets vs. participants

Three Rose III Corp. Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Scott Auto Group 401(k) Plan in PA ($14M); by covered participants it is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

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 Three Rose III Corp. Pension Plan assets move in 2022?
Three Rose III Corp. Pension Plan pulled back noticeably - down 8.4% during 2022, from $15M to $14M. Reported net income was -$1M.
How have Three Rose III Corp. plan assets changed over time?
Across 3 plan years on file (2022-2024), Three Rose III Corp.'s sponsor-wide assets grew 56.5%, from $14M to $21M.
Which 401(k) plans are similar in size to Three Rose III Corp. Pension Plan?
Among 401(k) plans in other states, the closest by assets is Scott Auto Group 401(k) Plan in PA ($14M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Three Rose III Corp. Pension Plan?
Among 401(k) plans in other states, the closest by covered participants is Eye Consultants of Texas, P.a. Profit-Sharing 401(k) Plan in TX (9 participants, $616K in assets).