401(k) · DOL Form 5500 · 2022

Irwin R. Rose & Company, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
123
Participants Small participant base
69th
Percentile by assets National rank
$99,870
Avg per participant Below avg balance/head
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Official DOL plan name: Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan · Sponsored by Irwin R. Rose & Company, LLC · Indiana · Real Estate

$12M in assets, 123 participants

Irwin R. Rose & Company, LLC's Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan reported $12M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 69th 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.

  • #4,220 in Real Estate (5,057 peers)

Coverage in Indiana

Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan covers 123 participants in Indiana, about 23% of the average Indiana filer (state average ~541 per filing). Assets: $12M.

#4,220
in Real Estate (5,057 peers)
-16.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan's outsized position by total assets

Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$12,284,033 Top 31% higher than 69% 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

Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (123 participants).

EBSA filing schedule strip

Filing strip 270950641 · Irwin R. Rose & Company, LLC PY 2022 · 401(k)

Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan · $12M · 123 · 69th

  • PCT $12M
  • PCT 123
  • PCT 69th
  • PCT 401(k)
  • PCT near Epcon Communities 401(k) Plan
  • PCT ind #4220

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 Real Estate retirement plans → · Plans in Indiana →

Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Irwin R. Rose & Company, LLC 401(k) Profit Sharing PlanIrwin R. Rose & Company, LLC…$12MEpcon Communities 401(k) Plan$12MWeifield Group 401(k) Retirement PlanWeifield Group 401(k) Retire…$12MSlavic Mutual Funds 401(k) PlanSlavic Mutual Funds 401(k) P…$12MAmerican Airlines Center 401(k) PlanAmerican Airlines Center 401…$12M
End-of-year total assets ($M) among Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Indiana filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN270950641
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Irwin R. Rose & Company, LLC)

Sponsor-wide plan assets over time

All Irwin R. Rose & Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 35.10001153529952% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.3M $16.6M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 123 $12M
2023 1 122 $14M
2024 1 126 $17M

Nearby 401(k) Plans in Indiana

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

Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.012284033 · Participants: 123Irwin R. Rose & Company, LLC 401(k) Profit Sharing PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Epcon Communities 401(k) Plan in OH ($12M); by covered participants it is Employment Background Investigations, Inc. 401(k) Plan in MD (123 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (123 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 Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan assets move in 2022? ▼
Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan declined sharply - down 16.2% during 2022, from $15M to $12M. Reported net income was -$2M.
How have Irwin R. Rose & Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Irwin R. Rose & Company, LLC's sponsor-wide assets grew 35.1%, from $12M to $17M.
Which 401(k) plans are similar in size to Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Epcon Communities 401(k) Plan in OH ($12M, 142 participants).
Which 401(k) plans cover a similar participant headcount to Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Employment Background Investigations, Inc. 401(k) Plan in MD (123 participants, N/A 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 270950641.

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.