401(k) · DOL Form 5500 · 2022

Morris Rothenberg & Son, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
167
Participants Small participant base
81st
Percentile by assets National rank
$153,862
Avg per participant Above avg balance/head
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Official DOL plan name: Morris Rothenberg & Son, Inc. Profit Sharing Plan · Sponsored by Morris Rothenberg & Son, Inc. · New York · Wholesale Trade

$26M in assets, 167 participants

Morris Rothenberg & Son, Inc.'s Morris Rothenberg & Son, Inc. Profit Sharing Plan reported $26M in total assets and 167 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #5,468 in Wholesale Trade (6,843 peers)

Coverage in New York

Morris Rothenberg & Son, Inc. Profit Sharing Plan covers 167 participants in New York, about 21% of the average New York filer (state average ~798 per filing). Assets: $26M.

#5,468
in Wholesale Trade (6,843 peers)
-20.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Morris Rothenberg & Son, Inc. Profit Sharing Plan's outsized position by total assets

Morris Rothenberg & Son, Inc. Profit Sharing Plan vs every filed plan by assets

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

$25,694,916 Top 19% higher than 81% 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

Morris Rothenberg & Son, Inc. Profit Sharing 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. Morris Rothenberg & Son, Inc. Profit Sharing Plan sits mid-pack in the medium band (167 participants).

Plan-year Form 5500 strip

Filing strip 112205667 · Morris Rothenberg & Son, Inc. PY 2022 · 401(k)

Morris Rothenberg & Son, Inc. Profit Sharing Plan · $26M · 167 · 81st

  • 5500 $26M
  • 5500 167
  • 5500 81st
  • 5500 401(k)
  • 5500 near Allogene Therapeutics, Inc. 401(k) Plan
  • 5500 ind #5468

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 Wholesale Trade retirement plans → · Plans in New York →

Morris Rothenberg & Son, Inc. Profit Sharing Plan in the asset neighbourhood

Allogene Therapeutics, Inc. 401(k) PlanAllogene Therapeutics, Inc. …$26MEagle Group 401(k) Retirement PlanEagle Group 401(k) Retiremen…$26MMorris Rothenberg & Son, Inc. Profit Sharing PlanMorris Rothenberg & Son, Inc…$26MS & S Activewear, LLC 401(k) Retirement Savings PlanS & S Activewear, LLC 401(k)…$26MBerexco LLC 401(k) Plan$26M
End-of-year total assets ($M) among Morris Rothenberg & Son, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$26M
Net Income-$6M
Employer EIN112205667
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morris Rothenberg & Son, Inc.)

Sponsor-wide plan assets over time

All Morris Rothenberg & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 28.127965080718692% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.7M $32.9M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 167 $26M
2023 1 163 $30M
2024 1 157 $33M

Nearby 401(k) Plans in New York

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

Morris Rothenberg & Son, Inc. Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Morris Rothenberg & Son, Inc. Profit Sharing Plan, Total assets ($B): 0.025694916 · Participants: 167Morris Rothenberg & Son, Inc. Profit Sharing PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Morris Rothenberg & Son, Inc. Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Morris Rothenberg & Son, Inc. Profit Sharing Plan side-by-side with 3 peers →

Morris Rothenberg & Son, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Allogene Therapeutics, Inc. 401(k) Plan in CA ($26M); by covered participants it is 1st Constitution Bank 401(k) Retirement Savings Plan in NJ (167 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (167 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 Morris Rothenberg & Son, Inc. Profit Sharing Plan assets move in 2022? ▼
Morris Rothenberg & Son, Inc. Profit Sharing Plan declined sharply - down 20.1% during 2022, from $32M to $26M. Reported net income was -$6M.
How have Morris Rothenberg & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris Rothenberg & Son, Inc.'s sponsor-wide assets grew 28.1%, from $26M to $33M.
Where does Morris Rothenberg & Son, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Morris Rothenberg & Son, Inc. Profit Sharing Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Morris Rothenberg & Son, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allogene Therapeutics, Inc. 401(k) Plan in CA ($26M, 303 participants).
Which 401(k) plans cover a similar participant headcount to Morris Rothenberg & Son, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 1st Constitution Bank 401(k) Retirement Savings Plan in NJ (167 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 112205667.

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.