Other · DOL Form 5500 · 2022

Leonard Rosenberg Fine Art, Inc. Retirement Plan

Data updated 2026-08-25

$615K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$307,709
Avg per participant High balance/head
PlainRetire home → About this data

Official DOL plan name: Leonard Rosenberg Fine Art, Inc Pension Trust · Sponsored by Leonard Rosenberg Fine Art, Inc. · New York · Retail Trade

$615K in assets, 2 participants

Leonard Rosenberg Fine Art, Inc.'s Leonard Rosenberg Fine Art, Inc Pension Trust reported $615K in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,827 in Retail Trade (9,519 peers)

2022 asset change

Leonard Rosenberg Fine Art, Inc Pension Trust declined sharply 17.1% in 2022 ($743K → $615K) for 2 participants.

#2,827
in Retail Trade (9,519 peers)
-17.1%
assets change YoY

The plan reported a net loss of $127K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Leonard Rosenberg Fine Art, Inc Pension Trust among the smaller filed plans by assets

Leonard Rosenberg Fine Art, Inc Pension Trust vs every filed plan by assets

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

$615,418 20th percentile higher than 20% 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

Leonard Rosenberg Fine Art, Inc Pension Trust among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leonard Rosenberg Fine Art, Inc Pension Trust is a micro filing (2 participants), the leftmost band.

Form 5500 schedule snapshot

Filing strip 133259250 · Leonard Rosenberg Fine Art, Inc. PY 2022 · Other

Leonard Rosenberg Fine Art, Inc Pension Trust · $615K · 2 · 20th

  • RANK $615K
  • RANK 2
  • RANK 20th
  • RANK Other
  • RANK near See Inc 401(k)
  • RANK ind #2827

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 Retail Trade retirement plans → · Plans in New York →

Leonard Rosenberg Fine Art, Inc Pension Trust in the asset neighbourhood

Leonard Rosenberg Fine Art, Inc Pension TrustLeonard Rosenberg Fine Art, …$615KSee Inc 401(k)$616KBaltimore Squashwise, Inc. 403(b)PlanBaltimore Squashwise, Inc. 4…$621KClayton County Communty Services Authority, Inc.Clayton County Communty Serv…$621KTrinity Playgroup Employee PensionTrinity Playgroup Employee P…$614K
End-of-year total assets ($M) among Leonard Rosenberg Fine Art, Inc Pension Trust and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$743K
Net Assets (End of Year)$615K
Net Income-$127K
Employer EIN133259250
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

Leonard Rosenberg Fine Art, Inc Pension Trust vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Leonard Rosenberg Fine Art, Inc Pension Trust, Total assets ($B): 0.000615418 · Participants: 2Leonard Rosenberg Fine Art, Inc Pension TrustNorthwell Health 403(b) Plan, Total assets ($B): 8.317028702 · Participants: 47348Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 7.314949825 · Participants: 30163The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 6.362782969 · Participants: 27581University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 4.621727567 · Participants: 21395Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 4.351843545 · Participants: 14287Retirement Plan for Officers of Columbia University
Leonard Rosenberg Fine Art, Inc Pension Trust vs. nearby Other plans in New York, assets vs. participants

Leonard Rosenberg Fine Art, Inc Pension Trust's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is See Inc 401(k) in CA ($616K); by covered participants it is Clausman & Associates Profit Sharing Plan in IN (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($615K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Leonard Rosenberg Fine Art, Inc Pension Trust assets move in 2022?
Leonard Rosenberg Fine Art, Inc Pension Trust declined sharply - down 17.1% during 2022, from $743K to $615K. Reported net income was -$127K.
Where does Leonard Rosenberg Fine Art, Inc Pension Trust rank by assets among Form 5500 filers?
Leonard Rosenberg Fine Art, Inc Pension Trust ranks in the 20th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Leonard Rosenberg Fine Art, Inc Pension Trust?
Among Other plans in other states, the closest by assets is See Inc 401(k) in CA ($616K, 2 participants).
Which Other plans cover a similar participant headcount to Leonard Rosenberg Fine Art, Inc Pension Trust?
Among Other plans in other states, the closest by covered participants is Clausman & Associates Profit Sharing Plan in IN (2 participants, $2M in assets).