Other · DOL Form 5500 · 2022
Rose & Rose Retirement Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 34th
- Percentile by assets National rank
- $996,962
- Avg per participant High balance/head
Official DOL plan name: Rose & Rose Profit Sharing Plan · Sponsored by Rose & Rose · New York · Professional & Technical Services
$2M in assets, 2 participants
Rose & Rose's Rose & Rose Profit Sharing Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- #6,539 in Professional & Technical Services (21,562 peers)
Rose & Rose multi-year trail
Rose & Rose's plans moved +46.7% in assets from 2022 to 2024; this filing shows Rose & Rose Profit Sharing Plan at $2M / 2 participants.
- #6,539
- in Professional & Technical Services (21,562 peers)
- -6.6%
- assets change YoY
The plan reported a net loss of $141K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rose & Rose Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Rose & Rose Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,993,923 34th percentile higher than 34% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Rose & Rose Profit Sharing 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. Rose & Rose Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
Published 5500 schedule card
Filing strip 133681058 · Rose & Rose PY 2022 · Other
Rose & Rose Profit Sharing Plan · $2M · 2 · 34th
- SCH $2M
- SCH 2
- SCH 34th
- SCH Other
- SCH near Northern Panhandle Head Start Retirement Savings Program
- SCH ind #6539
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 Professional & Technical Services retirement plans → · Plans in New York →
Rose & Rose Profit Sharing Plan in the asset neighbourhood
Rose & Rose multi-year asset trail
Sponsor-wide plan assets over time
All Rose & Rose plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 46.687158932416146% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $3M |
Rose & Rose filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$141K |
| Employer EIN | 133681058 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Rose & Rose Profit Sharing Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Northern Panhandle Head Start Retirement Savings Program in WV ($2M); 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 ($2M 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.