Money Purchase · DOL Form 5500 · 2022
Carl Rose & Sons, Inc. Money Purchase Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 72
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $41,301
- Avg per participant Low balance/head
Official DOL plan name: Carl Rose & Sons, Inc. Money Purchase Pension Plan · Sponsored by Carl Rose & Sons, Inc. · North Carolina · Construction
$3M in assets, 72 participants
Carl Rose & Sons, Inc.'s Carl Rose & Sons, Inc. Money Purchase Pension Plan reported $3M in total assets and 72 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- #3,829 in Construction (9,927 peers)
2022 asset change
Carl Rose & Sons, Inc. Money Purchase Pension Plan pulled back noticeably 11.7% in 2022 ($3M → $3M) for 72 participants.
- #3,829
- in Construction (9,927 peers)
- -11.7%
- assets change YoY
The plan reported a net loss of $395K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carl Rose & Sons, Inc. Money Purchase Pension Plan's mid-pack asset rank among Construction and all filers
Carl Rose & Sons, Inc. Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,973,680 40th percentile higher than 40% 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
Carl Rose & Sons, Inc. Money Purchase Pension 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. Carl Rose & Sons, Inc. Money Purchase Pension Plan is a small filing (72 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 560797427 · Carl Rose & Sons, Inc. PY 2022 · Money Purchase
Carl Rose & Sons, Inc. Money Purchase Pension Plan · $3M · 72 · 40th
- BOY $3M
- SCH 72
- EBSA 40th
- PART Money Purchase
- TYPE near Joel B. Rudin Mp/Ps Plan
- NET ind #3829
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 Construction retirement plans → · Plans in North Carolina →
Carl Rose & Sons, Inc. Money Purchase Pension Plan in the asset neighbourhood
Carl Rose & Sons, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Carl Rose & Sons, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $3M |
| 2023 | 1 | 63 | $6K |
| 2024 | 1 | 62 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$395K |
| Employer EIN | 560797427 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in North Carolina
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Money Purchase Pension Plan of Wake Forest University Health Sciences $479M · 2,393
- Fhi 360 Employees' Pension Plan $197M · 1,306
- New England Life Insurance Company Agents' Retirement Plan and Trust $95M · N/A
- Carteret County General Hospital Money Purchase Pension Plan $46M · 745
- Goodwill Industries of Northwest North Carolina, Inc Money Purchase Plan $17M · 1,145
Carl Rose & Sons, Inc. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside North Carolina, the nearest Money Purchase by assets is Joel B. Rudin Mp/Ps Plan in NY ($3M); by covered participants it is Association of Public and Land-Grant Universities Aplu-DC Plan in DC (72 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (72 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.