401(k) · DOL Form 5500 · 2022

Gust Rosenfeld P.L.C. 401(k) Plan

Data updated 2026-08-25

$34M
Total assets Below avg plan size
100
Participants Small participant base
84th
Percentile by assets National rank
$340,808
Avg per participant High balance/head
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Official DOL plan name: Gust Rosenfeld P. L. C. Retirement Plan · Sponsored by Gust Rosenfeld P.L.C. · Arizona · Professional & Technical Services

$34M in assets, 100 participants

Gust Rosenfeld P.L.C.'s Gust Rosenfeld P. L. C. Retirement Plan reported $34M in total assets and 100 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #18,326 in Professional & Technical Services (21,562 peers)

Coverage in Arizona

Gust Rosenfeld P. L. C. Retirement Plan covers 100 participants in Arizona, about 18% of the average Arizona filer (state average ~564 per filing). Assets: $34M.

#18,326
in Professional & Technical Services (21,562 peers)
-18.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gust Rosenfeld P. L. C. Retirement Plan's outsized position by total assets

Gust Rosenfeld P. L. C. Retirement Plan vs every filed plan by assets

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

$34,080,776 Top 16% higher than 84% 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

Gust Rosenfeld P. L. C. Retirement 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. Gust Rosenfeld P. L. C. Retirement Plan is a small filing (100 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 860688020 · Gust Rosenfeld P.L.C. PY 2022 · 401(k)

Gust Rosenfeld P. L. C. Retirement Plan · $34M · 100 · 84th

  • SCH $34M
  • EBSA 100
  • PART 84th
  • TYPE 401(k)
  • NET near Achieva Credit Union 401(k) Savings Plan
  • BOOK ind #18326

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 Arizona →

Gust Rosenfeld P. L. C. Retirement Plan in the asset neighbourhood

Gust Rosenfeld P. L. C. Retirement PlanGust Rosenfeld P. L. C. Reti…$34MAchieva Credit Union 401(k) Savings PlanAchieva Credit Union 401(k) …$34MMoye White LLP 401(k) Profit-Sharing Plan and TrustMoye White LLP 401(k) Profit…$34MThe National Pen & Associates P/S & Svgs PlanThe National Pen & Associate…$34MGastrointestinal Specialists, Amc 401(k) Profit Sharing PlanGastrointestinal Specialists…$34M
End-of-year total assets ($M) among Gust Rosenfeld P. L. C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Arizona filing particulars

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$34M
Net Income-$8M
Employer EIN860688020
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gust Rosenfeld P.L.C.)

Sponsor-wide plan assets over time

All Gust Rosenfeld P.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 27.27572282978533% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.1M $43.4M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 100 $34M
2023 1 90 $40M
2024 1 95 $43M

Nearby 401(k) Plans in Arizona

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

Gust Rosenfeld P. L. C. Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Gust Rosenfeld P. L. C. Retirement Plan, Total assets ($B): 0.034080776 · Participants: 100Gust Rosenfeld P. L. C. Retirement PlanBanner Health Employees 401(k) Plan, Total assets ($B): 3.566847679 · Participants: 50602Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 1.923226111 · Participants: 12362Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 1.806929859 · Participants: 28320Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 1.682454193 · Participants: 8764Stantec 401(k) PlanReliance Steel & Aluminum Co. Master 401(k) Plan, Total assets ($B): 1.33677823 · Participants: 9895Reliance Steel & Aluminum Co. Master 401(k) Plan
Gust Rosenfeld P. L. C. Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Gust Rosenfeld P. L. C. Retirement Plan side-by-side with 3 peers →

Gust Rosenfeld P. L. C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Achieva Credit Union 401(k) Savings Plan in FL ($34M); by covered participants it is Infogix, Inc. Retirement Savings Plan & Trust in IL (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Gust Rosenfeld P. L. C. Retirement Plan assets move in 2022? ▼
Gust Rosenfeld P. L. C. Retirement Plan declined sharply - down 18.7% during 2022, from $42M to $34M. Reported net income was -$8M.
How have Gust Rosenfeld P.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gust Rosenfeld P.L.C.'s sponsor-wide assets grew 27.3%, from $34M to $43M.
Where does Gust Rosenfeld P. L. C. Retirement Plan rank by assets among Form 5500 filers? ▼
Gust Rosenfeld P. L. C. Retirement Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Gust Rosenfeld P. L. C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Achieva Credit Union 401(k) Savings Plan in FL ($34M, 420 participants).
Which 401(k) plans cover a similar participant headcount to Gust Rosenfeld P. L. C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Infogix, Inc. Retirement Savings Plan & Trust in IL (100 participants, N/A 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 860688020.

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.