401(k) · DOL Form 5500 · 2022

Rothstein-Tauber, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
35
Participants Small participant base
68th
Percentile by assets National rank
$338,551
Avg per participant High balance/head
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Official DOL plan name: Rothstein-Tauber, Inc. 401(k) Plan · Sponsored by Rothstein-Tauber, Inc. · Connecticut · Professional & Technical Services

$12M in assets, 35 participants

Rothstein-Tauber, Inc.'s Rothstein-Tauber, Inc. 401(k) Plan reported $12M in total assets and 35 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,533 in Professional & Technical Services (21,562 peers)

Rothstein-Tauber, Inc. multi-year trail

Rothstein-Tauber, Inc.'s plans moved +30.2% in assets from 2022 to 2024; this filing shows Rothstein-Tauber, Inc. 401(k) Plan at $12M / 35 participants.

#14,533
in Professional & Technical Services (21,562 peers)
-21.2%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rothstein-Tauber, Inc. 401(k) Plan's outsized position by total assets

Rothstein-Tauber, Inc. 401(k) Plan vs every filed plan by assets

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

$11,849,299 Top 32% higher than 68% 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

Rothstein-Tauber, Inc. 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rothstein-Tauber, Inc. 401(k) Plan is a small filing (35 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 061032879 · Rothstein-Tauber, Inc. PY 2022 · 401(k)

Rothstein-Tauber, Inc. 401(k) Plan · $12M · 35 · 68th

  • VS-ST $12M
  • BOY 35
  • SCH 68th
  • EBSA 401(k)
  • PART near Cresa 401(k) Plan
  • TYPE ind #14533

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 Connecticut →

Rothstein-Tauber, Inc. 401(k) Plan in the asset neighbourhood

Rothstein-Tauber, Inc. 401(k) PlanRothstein-Tauber, Inc. 401(k…$12MCresa 401(k) Plan$12MMark Miller Holdings, LLC Dba Mark Miller Toyota 401(k) PlanMark Miller Holdings, LLC Db…$12MBlue Water Industries LLC 401(k) Savings PlanBlue Water Industries LLC 40…$12MHartt's 401(k) Plan$12M
End-of-year total assets ($M) among Rothstein-Tauber, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rothstein-Tauber, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rothstein-Tauber, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$15M 30.178468785368658% vs 2022
2024 filing year
$10M$12M$14M$16M 202220232024 $11.9M $15.4M ▲ +30.2%
Year Plans Participants Total Assets
2022 1 35 $12M
2023 1 45 $14M
2024 1 44 $15M

Rothstein-Tauber, Inc. filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$3M
Employer EIN061032879
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Connecticut

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

Rothstein-Tauber, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Rothstein-Tauber, Inc. 401(k) Plan, Total assets ($B): 0.011849299 · Participants: 35Rothstein-Tauber, Inc. 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Rothstein-Tauber, Inc. 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants
Compare Rothstein-Tauber, Inc. 401(k) Plan side-by-side with 3 peers →

Rothstein-Tauber, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Cresa 401(k) Plan in DC ($12M); by covered participants it is Toms Offroad 401(k) Plan in OR (35 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 (35 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 Rothstein-Tauber, Inc. 401(k) Plan assets move in 2022? ▼
Rothstein-Tauber, Inc. 401(k) Plan declined sharply - down 21.2% during 2022, from $15M to $12M. Reported net income was -$3M.
How have Rothstein-Tauber, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rothstein-Tauber, Inc.'s sponsor-wide assets grew 30.2%, from $12M to $15M.
Which 401(k) plans are similar in size to Rothstein-Tauber, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cresa 401(k) Plan in DC ($12M, 218 participants).
Which 401(k) plans cover a similar participant headcount to Rothstein-Tauber, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Toms Offroad 401(k) Plan in OR (35 participants, $8M 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 061032879.

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.