401(k) · DOL Form 5500 · 2022
Rosen & Glaser Cpas, PC 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 8
- Participants Small participant base
- 32nd
- Percentile by assets National rank
- $222,183
- Avg per participant Above avg balance/head
Official DOL plan name: Rosen & Glaser Cpas , PC 401(k) Profit Sharing Plan · Sponsored by Rosen & Glaser Cpas, PC · New York · Professional & Technical Services
$2M in assets, 8 participants
Rosen & Glaser Cpas, PC's Rosen & Glaser Cpas , PC 401(k) Profit Sharing Plan reported $2M in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.
- #6,147 in Professional & Technical Services (21,562 peers)
Rosen & Glaser Cpas, PC multi-year trail
Rosen & Glaser Cpas, PC's plans moved +78.4% in assets from 2022 to 2024; this filing shows Rosen & Glaser Cpas , PC 401(k) Profit Sharing Plan at $2M / 8 participants.
- #6,147
- in Professional & Technical Services (21,562 peers)
- -13.0%
- assets change YoY
The plan reported a net loss of $266K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rosen & Glaser Cpas , PC 401(k) Profit Sharing Plan among the smaller filed plans by assets
Rosen & Glaser Cpas , PC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,777,463 32nd percentile higher than 32% 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
Rosen & Glaser Cpas , PC 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rosen & Glaser Cpas , PC 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 113042264 · Rosen & Glaser Cpas, PC PY 2022 · 401(k)
Rosen & Glaser Cpas , PC 401(k) Profit Sharing Plan · $2M · 8 · 32nd
- SCH $2M
- SCH 8
- SCH 32nd
- SCH 401(k)
- SCH near Golden Retirement Plan
- SCH ind #6147
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 Professional & Technical Services retirement plans → · Plans in New York →
Rosen & Glaser Cpas , PC 401(k) Profit Sharing Plan in the asset neighbourhood
Rosen & Glaser Cpas, PC multi-year asset trail
Sponsor-wide plan assets over time
All Rosen & Glaser Cpas, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 78.3767088260065% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 8 | $2M |
| 2023 | 1 | 7 | $2M |
| 2024 | 1 | 7 | $3M |
Rosen & Glaser Cpas, PC filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$266K |
| Employer EIN | 113042264 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Rosen & Glaser Cpas , PC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Golden Retirement Plan in FL ($2M); by covered participants it is Stel Pro Inc 401(k) Plan in TX (8 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.