401(k) · DOL Form 5500 · 2022

Roosevelt Management Company LLC 401(k) Plan

Data updated 2026-08-25

$68M
Total assets Below avg plan size
896
Participants Near avg headcount
90th
Percentile by assets National rank
$76,240
Avg per participant Below avg balance/head
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Official DOL plan name: Roosevelt Management Company LLC 401(k) Plan · Sponsored by Roosevelt Management Company LLC · New York · Finance & Insurance

$68M in assets, 896 participants

Roosevelt Management Company LLC's Roosevelt Management Company LLC 401(k) Plan reported $68M in total assets and 896 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,833 in Finance & Insurance (9,261 peers)

Where Roosevelt Management Company LLC 401(k) Plan sits by assets

Roosevelt Management Company LLC 401(k) Plan sits in the top 10% of all filed plans by assets, $68M for 896 participants (~$76,240/participant), down 14.5% in 2022.

#7,833
in Finance & Insurance (9,261 peers)
-14.5%
assets change YoY
0.7×
vs typical plan assets (national mean)

The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roosevelt Management Company LLC 401(k) Plan's outsized position by total assets

Roosevelt Management Company LLC 401(k) Plan vs every filed plan by assets

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

$68,311,408 Top 10% higher than 90% 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

Roosevelt Management Company LLC 401(k) 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. Roosevelt Management Company LLC 401(k) Plan sits mid-pack in the medium band (896 participants).

DOL schedule card

Filing strip 262636907 · Roosevelt Management Company LLC PY 2022 · 401(k)

Roosevelt Management Company LLC 401(k) Plan · $68M · 896 · 90th

  • RANK $68M
  • PHOTO 896
  • IND 90th
  • EOY 401(k)
  • 5500 near Common Securitization Solutions, LLC Retirement Savings Plan for Employees
  • ASSETS ind #7833

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 →

Roosevelt Management Company LLC 401(k) Plan in the asset neighbourhood

Common Securitization Solutions, LLC Retirement Savings Plan for EmployeesCommon Securitization Soluti…$68MApi Technologies, Corporation 401(k) PlanApi Technologies, Corporatio…$68MRoosevelt Management Company LLC 401(k) PlanRoosevelt Management Company…$68MSutter Medical Group of the Redwoods, Inc. 401(k) Profit Sharing PlanSutter Medical Group of the …$68MAnesthesia Specialists of Bethlehem, 401(k) PlanAnesthesia Specialists of Be…$68M
End-of-year total assets ($M) among Roosevelt Management Company LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$68M
Net Income-$12M
Employer EIN262636907
Plan Effective Date2008-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roosevelt Management Company LLC)

Sponsor-wide plan assets over time

All Roosevelt Management Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27K 99.96056441992822% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $68.3M $0.03M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 896 $68M
2023 1 690 $60K
2024 1 N/A $27K

Nearby 401(k) Plans in New York

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

Roosevelt Management Company LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Roosevelt Management Company LLC 401(k) Plan, Total assets ($B): 0.068311408 · Participants: 896Roosevelt Management Company LLC 401(k) 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
Roosevelt Management Company LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Roosevelt Management Company LLC 401(k) Plan side-by-side with 3 peers →

Roosevelt Management Company LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Common Securitization Solutions, LLC Retirement Savings Plan for Employees in MD ($68M); by covered participants it is Cass Information Systems, Inc. 401(k) Plan in MO (896 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (896 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 Roosevelt Management Company LLC 401(k) Plan assets move in 2022? ▼
Roosevelt Management Company LLC 401(k) Plan pulled back noticeably - down 14.5% during 2022, from $80M to $68M. Reported net income was -$12M.
How have Roosevelt Management Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roosevelt Management Company LLC's sponsor-wide assets declined 100.0%, from $68M to $27K.
Where does Roosevelt Management Company LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Roosevelt Management Company LLC 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Roosevelt Management Company LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Common Securitization Solutions, LLC Retirement Savings Plan for Employees in MD ($68M, 349 participants).
Which 401(k) plans cover a similar participant headcount to Roosevelt Management Company LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cass Information Systems, Inc. 401(k) Plan in MO (896 participants, $88M 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 262636907.

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.