Money Purchase · DOL Form 5500 · 2022
Carl Rose & Sons, Inc. Money Purchase Plan
Data updated 2026-08-11
- $3M
- Total assets
- 72
- Participants
- 40th
- Percentile by assets
- $41,301
- Avg per participant
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.
- 40th percentile by assets (of 139,126 plans)
- #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.
- $3M
- total plan assets (2022 EOY)
- 72
- covered participants
- 40th
- percentile by assets (of 139,126 plans)
- $41,301
- avg assets per participant
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.
Where Carl Rose & Sons, Inc. Money Purchase Pension Plan sits by total assets
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
2022 asset move for Carl Rose & Sons, Inc. Money Purchase Pension Plan
Year over year, total assets pulled back noticeably from $3M at the start of 2022 to $3M at year-end (down 11.7%). Net assets closed at $3M; reported net income -$395K.
Carl Rose & Sons, Inc. years around the 2022 move
| 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.
Carl Rose & Sons, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants
- 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
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Carl Rose & Sons, Inc. Money Purchase Pension Plan by total assets, not by location.
Frequently Asked Questions
How did Carl Rose & Sons, Inc. Money Purchase Pension Plan assets move in 2022? ▼
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2022 change
Ways to act on Carl Rose & Sons, Inc. Money Purchase Pension Plan's numbers.
- By total assets, Carl Rose & Sons, Inc. Money Purchase Pension Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in North Carolina. Compare plans