401(k) · DOL Form 5500 · 2022
Gary J. Rosenbaum, M.D., P.a. 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 7
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $310,059
- Avg per participant High balance/head
Official DOL plan name: Gary J. Rosenbaum, M.D. Retirement Plan & Trust · Sponsored by Gary J. Rosenbaum, M.D., P.a. · Florida · Healthcare & Social Assistance
$2M in assets, 7 participants
Gary J. Rosenbaum, M.D., P.a.'s Gary J. Rosenbaum, M.D. Retirement Plan & Trust reported $2M in total assets and 7 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.
- #7,369 in Healthcare & Social Assistance (20,060 peers)
Gary J. Rosenbaum, M.D., P.a. multi-year trail
Gary J. Rosenbaum, M.D., P.a.'s plans moved +56.8% in assets from 2022 to 2024; this filing shows Gary J. Rosenbaum, M.D. Retirement Plan & Trust at $2M / 7 participants.
- #7,369
- in Healthcare & Social Assistance (20,060 peers)
- -18.9%
- assets change YoY
The plan reported a net loss of $504K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Gary J. Rosenbaum, M.D. Retirement Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers
Gary J. Rosenbaum, M.D. Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,170,413 35th percentile higher than 35% 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
Gary J. Rosenbaum, M.D. Retirement Plan & Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gary J. Rosenbaum, M.D. Retirement Plan & Trust is a micro filing (7 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 650720597 · Gary J. Rosenbaum, M.D., P.a. PY 2022 · 401(k)
Gary J. Rosenbaum, M.D. Retirement Plan & Trust · $2M · 7 · 35th
- VS-ST $2M
- BOY 7
- SCH 35th
- EBSA 401(k)
- PART near Dlv Vision Management LLC 401(k) Profit Sharing Plan
- TYPE ind #7369
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 Healthcare & Social Assistance retirement plans → · Plans in Florida →
Gary J. Rosenbaum, M.D. Retirement Plan & Trust in the asset neighbourhood
Gary J. Rosenbaum, M.D., P.a. multi-year asset trail
Sponsor-wide plan assets over time
All Gary J. Rosenbaum, M.D., P.a. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 56.82218084760826% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $2M |
| 2023 | 1 | 6 | $3M |
| 2024 | 1 | 7 | $3M |
Gary J. Rosenbaum, M.D., P.a. filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$504K |
| Employer EIN | 650720597 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $12.9B · 41,096
- Savings Plan for Employees and Partners of Pricewatercoopers LLP $9.1B · 50,354
- Adp Totalsource Retirement Savings Plan $6.7B · 287,453
- Publix Super Markets, Inc. 401(k) Smart Plan $6.1B · 176,752
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.4B · 14,889
Gary J. Rosenbaum, M.D. Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Dlv Vision Management LLC 401(k) Profit Sharing Plan in CA ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (7 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 (7 participants); asset peers above are excluded.
- Stel Pro Inc 401(k) Plan (TX) 7 · 0 off
- Lee M. Holmes 401(k) and Profit Sharing Plan (OK) 7 · 0 off
- Sachem Eye Care 401(k) Plan (NY) 7 · 0 off
- Ccm Retirement Plan (OR) 7 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.