Other · DOL Form 5500 · 2022
Robert a Rose & Assocaites, LLC Retirement Plan
Data updated 2026-08-25
- $579K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $289,405
- Avg per participant High balance/head
Official DOL plan name: Robert a. Rose & Assocaites, LLC Profit Sharing Plan · Sponsored by Robert a Rose & Assocaites, LLC · Illinois · Professional & Technical Services
$579K in assets, 2 participants
Robert a Rose & Assocaites, LLC's Robert a. Rose & Assocaites, LLC Profit Sharing Plan reported $579K 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.
- #3,420 in Professional & Technical Services (21,562 peers)
Robert a Rose & Assocaites, LLC multi-year trail
Robert a Rose & Assocaites, LLC's plans moved -21.4% in assets from 2022 to 2023; this filing shows Robert a. Rose & Assocaites, LLC Profit Sharing Plan at $579K / 2 participants.
- #3,420
- in Professional & Technical Services (21,562 peers)
- -9.2%
- assets change YoY
The plan reported a net loss of $59K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Robert a. Rose & Assocaites, LLC Profit Sharing Plan among the smaller filed plans by assets
Robert a. Rose & Assocaites, LLC Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$578,809 20th percentile higher than 20% 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
Robert a. Rose & Assocaites, LLC 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. Robert a. Rose & Assocaites, LLC Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
Published 5500 schedule card
Filing strip 364288038 · Robert a Rose & Assocaites, LLC PY 2022 · Other
Robert a. Rose & Assocaites, LLC Profit Sharing Plan · $579K · 2 · 20th
- EBSA $579K
- EBSA 2
- EBSA 20th
- EBSA Other
- EBSA near Immanuel Campus of Care 403(b) Retirement Plan
- EBSA ind #3420
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 Illinois →
Robert a. Rose & Assocaites, LLC Profit Sharing Plan in the asset neighbourhood
Robert a Rose & Assocaites, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Robert a Rose & Assocaites, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $455K 21.410862650718975% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $579K |
| 2023 | 1 | 2 | $455K |
Robert a Rose & Assocaites, LLC filing trail (2022)
| Total Assets (Beginning of Year) | $637K |
|---|---|
| Net Assets (End of Year) | $579K |
| Net Income | -$59K |
| Employer EIN | 364288038 |
| Plan Effective Date | 1999-12-27 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Illinois
Peer Other plans, same state, same plan type, ranked by total assets.
- Washington University Retirement Savings Plan $5.9B · 15,925
- Northwestern University Retirement Plan $3.5B · 9,465
- The University of Chicago Contributory Retirement Plan $3.1B · 4,552
- Northshore University Healthsystem Tax Deferred Annuity Plan $1.8B · 13,159
- The University of Chicago Supplemental Retirement Plan $1.5B · 7,855
Robert a. Rose & Assocaites, LLC Profit Sharing Plan's out-of-state Other peers by assets and headcount
Outside Illinois, the nearest Other by assets is Immanuel Campus of Care 403(b) Retirement Plan in AZ ($580K); 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 ($579K 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.