401(k) · DOL Form 5500 · 2022

Roosevelt, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
204
Participants Below avg headcount
72nd
Percentile by assets National rank
$69,261
Avg per participant Below avg balance/head
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Official DOL plan name: Philadelphia Management Co. 401(k) Plan · Sponsored by Roosevelt, Inc. · Pennsylvania · Real Estate

$14M in assets, 204 participants

Roosevelt, Inc.'s Philadelphia Management Co. 401(k) Plan reported $14M in total assets and 204 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,309 in Real Estate (5,057 peers)

Coverage in Pennsylvania

Philadelphia Management Co. 401(k) Plan covers 204 participants in Pennsylvania, about 25% of the average Pennsylvania filer (state average ~822 per filing). Assets: $14M.

#4,309
in Real Estate (5,057 peers)
-18.8%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Philadelphia Management Co. 401(k) Plan's outsized position by total assets

Philadelphia Management Co. 401(k) Plan vs every filed plan by assets

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

$14,129,153 Top 28% higher than 72% 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

Philadelphia Management Co. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Philadelphia Management Co. 401(k) Plan sits mid-pack in the medium band (204 participants).

EBSA filing schedule strip

Filing strip 232321666 · Roosevelt, Inc. PY 2022 · 401(k)

Philadelphia Management Co. 401(k) Plan · $14M · 204 · 72nd

  • PHOTO $14M
  • IND 204
  • EOY 72nd
  • 5500 401(k)
  • ASSETS near Parents and Children Together 401(k) Retirement Savings Plan
  • PCT ind #4309

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 Real Estate retirement plans → · Plans in Pennsylvania →

Philadelphia Management Co. 401(k) Plan in the asset neighbourhood

Philadelphia Management Co. 401(k) PlanPhiladelphia Management Co. …$14MParents and Children Together 401(k) Retirement Savings PlanParents and Children Togethe…$14MPittsford Federal Credit Union 401(k) PlanPittsford Federal Credit Uni…$14MGwtt 401(k) Plan$14MFentress Architects Employee Defined Contribution PlanFentress Architects Employee…$14M
End-of-year total assets ($M) among Philadelphia Management Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN232321666
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roosevelt, Inc.)

Sponsor-wide plan assets over time

All Roosevelt, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 11.60429078798991% vs 2022
2024 filing year
$13.5M$14M$14.5M$15M$15.5M$16M 202220232024 $14.1M $15.8M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 204 $14M
2023 1 224 $15M
2024 1 246 $16M

Nearby 401(k) Plans in Pennsylvania

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

Philadelphia Management Co. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Philadelphia Management Co. 401(k) Plan, Total assets ($B): 0.014129153 · Participants: 204Philadelphia Management Co. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Philadelphia Management Co. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Philadelphia Management Co. 401(k) Plan side-by-side with 3 peers →

Philadelphia Management Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Parents and Children Together 401(k) Retirement Savings Plan in HI ($14M); by covered participants it is Derry Medical Center 401(k) Plan in NH (204 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (204 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 Philadelphia Management Co. 401(k) Plan assets move in 2022? ▼
Philadelphia Management Co. 401(k) Plan declined sharply - down 18.8% during 2022, from $17M to $14M. Reported net income was -$3M.
How have Roosevelt, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roosevelt, Inc.'s sponsor-wide assets grew 11.6%, from $14M to $16M.
Which 401(k) plans are similar in size to Philadelphia Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Parents and Children Together 401(k) Retirement Savings Plan in HI ($14M, 328 participants).
Which 401(k) plans cover a similar participant headcount to Philadelphia Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Derry Medical Center 401(k) Plan in NH (204 participants, $32M 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 232321666.

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.