Defined Benefit (Pension) · DOL Form 5500 · 2022
Rosenberg, Cooley, Metcalf, L.C. Pension Plan
Data updated 2026-08-25
- $793K
- Total assets Small plan by assets
- 33
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $24,021
- Avg per participant Low balance/head
Official DOL plan name: Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan · Sponsored by Rosenberg, Cooley, Metcalf, L.C. · Utah · Healthcare & Social Assistance
$793K in assets, 33 participants
Rosenberg, Cooley, Metcalf, L.C.'s Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan reported $793K in total assets and 33 participants in its 2022 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,845 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan surged 36.4% in 2022 ($581K → $793K) for 33 participants.
- #3,845
- in Healthcare & Social Assistance (20,060 peers)
- +36.4%
- assets growth YoY
Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan among the smaller filed plans by assets
Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$792,680 23rd percentile higher than 23% 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
Rosenberg, Cooley, Metcalf, L.C. Cash Balance 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. Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan is a small filing (33 participants) on this national headcount ladder.
DOL schedule card
Filing strip 841433992 · Rosenberg, Cooley, Metcalf, L.C. PY 2022 · Defined Benefit (Pension)
Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan · $793K · 33 · 23rd
- EIN $793K
- RANK 33
- PHOTO 23rd
- IND Defined Benefit (Pension)
- EOY near Future Industrial Technologies, Inc. Defined Benefit Pension Plan
- 5500 ind #3845
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 Healthcare & Social Assistance retirement plans → · Plans in Utah →
Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan in the asset neighbourhood
Rosenberg, Cooley, Metcalf, L.C. years around the 2022 move
Sponsor-wide plan assets over time
All Rosenberg, Cooley, Metcalf, L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $793K |
| 2023 | 1 | 35 | $1M |
| 2024 | 1 | 49 | N/A |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $581K |
|---|---|
| Net Assets (End of Year) | $793K |
| Net Income | $212K |
| Employer EIN | 841433992 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Utah
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Deseret Mutual Master Retirement Plan $7.8B · 12,102
- Intermountain Healthcare Pension Plan $3.0B · 30,404
- Rio Tinto America Inc. Retirement Plan $843M · 1,747
- America First Credit Union Pension Plan $487M · 2,406
- Retail Food Employers & Ufcw Local 711 Pension $333M · 8,484
Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Utah, the nearest Defined Benefit (Pension) by assets is Future Industrial Technologies, Inc. Defined Benefit Pension Plan in CA ($792K); by covered participants it is Retirement Plan for Employees of Beckley Water Company in WV (33 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($793K here).
- Future Industrial Technologies, Inc. Defined Benefit Pension Plan (CA) $792K · 3
- Jason Snibbe Md Professional Medical Corp Defined Benefit Pension Plan (CA) $788K · 8
- Bertha Cabrera, M.D., S.C. Retirement Plan and Trust (IL) $797K · 2
- Mark H. Miller, Self-Employed Defined Benefit Pension Plan (NY) $787K · 5
Similar participant headcount
Nearest other-state filings by covered participants (33 participants); asset peers above are excluded.
- Retirement Plan for Employees of Beckley Water Company (WV) 33 · 0 off
- The York Water Company Pension Plan for General and Administrative Employees (PA) 33 · 0 off
- Deltrol Corporation Office Employees' Retirement Plan (WI) 33 · 0 off
- Winholt Equipment Corporation Defined Benefit Plan (NY) 33 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.