401(k) · DOL Form 5500 · 2022

Ro-Sal Plumbing & Heating, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
77
Participants Small participant base
59th
Percentile by assets National rank
$99,039
Avg per participant Below avg balance/head
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Official DOL plan name: Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust · Sponsored by Ro-Sal Plumbing & Heating, Inc. · New York · Construction

$8M in assets, 77 participants

Ro-Sal Plumbing & Heating, Inc.'s Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust reported $8M in total assets and 77 participants in its 2022 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,845 in Construction (9,927 peers)

Ro-Sal Plumbing & Heating, Inc. multi-year trail

Ro-Sal Plumbing & Heating, Inc.'s plans moved +45.3% in assets from 2022 to 2024; this filing shows Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust at $8M / 77 participants.

#5,845
in Construction (9,927 peers)
-12.4%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust's mid-pack asset rank among Construction and all filers

Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust vs every filed plan by assets

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

$7,625,982 Top 41% higher than 59% 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

Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust is a small filing (77 participants) on this national headcount ladder.

DOL schedule card

Filing strip 133414168 · Ro-Sal Plumbing & Heating, Inc. PY 2022 · 401(k)

Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust · $8M · 77 · 59th

  • BOY $8M
  • SCH 77
  • EBSA 59th
  • PART 401(k)
  • TYPE near Value Management Strategies, Inc. 401(k) Plan
  • NET ind #5845

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 New York →

Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust in the asset neighbourhood

Ro-Sal Plumbing & Heating, Inc. Incentive Savings TrustRo-Sal Plumbing & Heating, I…$8MValue Management Strategies, Inc. 401(k) PlanValue Management Strategies,…$8MPrelude Services 401(k) Retirement PlanPrelude Services 401(k) Reti…$8MEastprint, Inc. Profit Sharing PlanEastprint, Inc. Profit Shari…$8MPalmetto Goodwill 401(k) Plan$8M
End-of-year total assets ($M) among Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ro-Sal Plumbing & Heating, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ro-Sal Plumbing & Heating, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 45.31303640632773% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.63M $11.1M ▲ +45.2%
Year Plans Participants Total Assets
2022 1 77 $8M
2023 1 68 $9M
2024 1 71 $11M

Ro-Sal Plumbing & Heating, Inc. filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$1M
Employer EIN133414168
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust, Total assets ($B): 0.007625982 · Participants: 77Ro-Sal Plumbing & Heating, Inc. Incentive Savings TrustIBM 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
Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust side-by-side with 3 peers →

Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Value Management Strategies, Inc. 401(k) Plan in AZ ($8M); by covered participants it is Accend Services, Inc. 401(k) Plan in MN (77 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (77 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 Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust assets move in 2022? ▼
Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust pulled back noticeably - down 12.4% during 2022, from $9M to $8M. Reported net income was -$1M.
How have Ro-Sal Plumbing & Heating, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ro-Sal Plumbing & Heating, Inc.'s sponsor-wide assets grew 45.3%, from $8M to $11M.
Which 401(k) plans are similar in size to Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Value Management Strategies, Inc. 401(k) Plan in AZ ($8M, 34 participants).
Which 401(k) plans cover a similar participant headcount to Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Accend Services, Inc. 401(k) Plan in MN (77 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 133414168.

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.