401(k) · DOL Form 5500 · 2022
Roosevelt Management Company LLC 401(k) Plan
Data updated 2026-08-11
- $68M
- Total assets
- 896
- Participants
- 90th
- Percentile by assets
- $76,240
- Avg per participant
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.
- 90th percentile by assets (of 139,126 plans)
- #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.
- $68M
- total plan assets (2022 EOY)
- 896
- covered participants
- 90th
- percentile by assets (of 139,126 plans)
- $76,240
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Roosevelt Management Company LLC 401(k) Plan outranks 90% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.7x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $80M |
|---|---|
| Net Assets (End of Year) | $68M |
| Net Income | -$12M |
| Employer EIN | 262636907 |
| Plan Effective Date | 2008-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roosevelt Management Company LLC)
| 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
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Roosevelt Management Company LLC 401(k) Plan by total assets, not by location.
Frequently Asked Questions
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Next read for Roosevelt Management Company LLC 401(k) …
Scale reading
Ways to act on Roosevelt Management Company LLC 401(k) Plan's numbers.
- By total assets, Roosevelt Management Company LLC 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Roosevelt Management Company LLC's sponsor-wide assets have declined 100.0% since 2022 across 3 plan years on file. More Finance & Insurance plans