Defined Benefit (Pension) · DOL Form 5500 · 2022

Rosen Law,LLC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
38th
Percentile by assets National rank
$293,897
Avg per participant High balance/head
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Official DOL plan name: Rosen Law, LLC Cash Balance Plan · Sponsored by Rosen Law,LLC · New York · Professional & Technical Services

$3M in assets, 9 participants

Rosen Law,LLC's Rosen Law, LLC Cash Balance Plan reported $3M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,579 in Professional & Technical Services (21,562 peers)

Rosen Law,LLC multi-year trail

Rosen Law,LLC's plans moved +47.9% in assets from 2022 to 2024; this filing shows Rosen Law, LLC Cash Balance Plan at $3M / 9 participants.

#7,579
in Professional & Technical Services (21,562 peers)
+16.8%
assets growth YoY

Rosen Law, LLC Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rosen Law, LLC Cash Balance Plan vs every filed plan by assets

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

$2,645,073 38th percentile higher than 38% 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

Rosen Law, LLC Cash Balance Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rosen Law, LLC Cash Balance Plan is a micro filing (9 participants), the leftmost band.

Published 5500 schedule card

Filing strip 463141013 · Rosen Law,LLC PY 2022 · Defined Benefit (Pension)

Rosen Law, LLC Cash Balance Plan · $3M · 9 · 38th

  • PHOTO $3M
  • PHOTO 9
  • PHOTO 38th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Richard T. Adams Jr. Defined Benefit Pension Plan
  • PHOTO ind #7579

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 New York →

Rosen Law, LLC Cash Balance Plan in the asset neighbourhood

Peterson Spring Corporation Consolidated UAW Retirement Income PlanPeterson Spring Corporation …$3MIRA Hermann, Sole Proprietor Defined Benefit Pension PlanIRA Hermann, Sole Proprietor…$3MRosen Law, LLC Cash Balance PlanRosen Law, LLC Cash Balance …$3MRichard T. Adams Jr. Defined Benefit Pension PlanRichard T. Adams Jr. Defined…$3MBruce a. Ourieff, M.D., Inc. Defined Benefit Pension PlanBruce a. Ourieff, M.D., Inc.…$3M
End-of-year total assets ($M) among Rosen Law, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Rosen Law,LLC multi-year asset trail

Sponsor-wide plan assets over time

All Rosen Law,LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 47.922117839469834% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.65M $3.91M ▲ +47.5%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 9 $3M
2024 1 9 $4M

Rosen Law,LLC filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$381K
Employer EIN463141013
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Rosen Law, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants Rosen Law, LLC Cash Balance Plan, Total assets ($B): 0.002645073 · Participants: 9Rosen Law, LLC Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
Rosen Law, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Rosen Law, LLC Cash Balance Plan side-by-side with 3 peers →

Rosen Law, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Richard T. Adams Jr. Defined Benefit Pension Plan in CA ($3M); by covered participants it is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Rosen Law, LLC Cash Balance Plan assets move in 2022? ▼
Rosen Law, LLC Cash Balance Plan grew sharply - up 16.8% during 2022, from $2M to $3M. Reported net income was $381K.
How have Rosen Law,LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rosen Law,LLC's sponsor-wide assets grew 47.9%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Rosen Law, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Richard T. Adams Jr. Defined Benefit Pension Plan in CA ($3M, 4 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rosen Law, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 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 463141013.

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.