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
PlainRetire home → About this data RSS: change history

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

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

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

Appraisal Resource Group Inc Money Purchase PlanAppraisal Resource Group Inc…$3MHarrison Community Hospital Employees Pension PlanHarrison Community Hospital …$3MCharles B Mallin Dds PC Pension Plan and TrustCharles B Mallin Dds PC Pens…$3MCarl Rose & Sons, Inc. Money Purchase Pension PlanCarl Rose & Sons, Inc. Money…$3MJoel B. Rudin Mp/Ps Plan$3M
End-of-year total assets ($M) among Carl Rose & Sons, Inc. Money Purchase Pension Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

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
$0M$1M$2M$3M$4M 202220232024 $2.97M $0M ▼ -100.0%
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 EIN560797427
Plan Effective Date1985-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -10000100020003000 -2000200400600 Total assets ($M) Participants Carl Rose & Sons, Inc. Money Purchase Pension Plan, Total assets ($M): 2.97368 · Participants: 72Carl Rose & Sons, Inc. Money Purchase Pension PlanMoney Purchase Pension Plan of Wake Forest University Health Sciences, Total assets ($M): 478.658982 · Participants: 2393Money Purchase Pension Plan of Wake Forest University Health SciencesFhi 360 Employees' Pension Plan, Total assets ($M): 196.871715 · Participants: 1306Fhi 360 Employees' Pension PlanNew England Life Insurance Company Agents' Retirement Plan and Trust, Total assets ($M): 95.113597 · Participants: 0New England Life Insurance Company Agents' Retirement Plan and TrustCarteret County General Hospital Money Purchase Pension Plan, Total assets ($M): 45.724796 · Participants: 745Carteret County General Hospital Money Purchase Pension PlanGoodwill Industries of Northwest North Carolina, Inc Money Purchase Plan, Total assets ($M): 17.472554 · Participants: 1145Goodwill Industries of Northwest North Carolina, Inc Money Purchase Plan
Carl Rose & Sons, Inc. Money Purchase Pension Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants

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.

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.

Frequently Asked Questions

How did Carl Rose & Sons, Inc. Money Purchase Pension Plan assets move in 2022? ▼
Carl Rose & Sons, Inc. Money Purchase Pension Plan pulled back noticeably - down 11.7% during 2022, from $3M to $3M. Reported net income was -$395K.
Which Money Purchase plans are similar in size to Carl Rose & Sons, Inc. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Joel B. Rudin Mp/Ps Plan in NY ($3M, 2 participants).
Which Money Purchase plans cover a similar participant headcount to Carl Rose & Sons, Inc. Money Purchase Pension Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Association of Public and Land-Grant Universities Aplu-DC Plan in DC (72 participants, $13M in assets).