401(k) · DOL Form 5500 · 2022

Horovitz, Rudoy & Roteman LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
49
Participants Small participant base
73rd
Percentile by assets National rank
$319,956
Avg per participant High balance/head
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Official DOL plan name: Horovitz Rudoy & Roteman Profit Sharing Plan · Sponsored by Horovitz, Rudoy & Roteman LLC · Pennsylvania · Professional & Technical Services

$16M in assets, 49 participants

Horovitz, Rudoy & Roteman LLC's Horovitz Rudoy & Roteman Profit Sharing Plan reported $16M in total assets and 49 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.

  • #15,730 in Professional & Technical Services (21,562 peers)

Horovitz, Rudoy & Roteman LLC multi-year trail

Horovitz, Rudoy & Roteman LLC's plans moved +31.9% in assets from 2022 to 2024; this filing shows Horovitz Rudoy & Roteman Profit Sharing Plan at $16M / 49 participants.

#15,730
in Professional & Technical Services (21,562 peers)
-25.5%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Horovitz Rudoy & Roteman Profit Sharing Plan's outsized position by total assets

Horovitz Rudoy & Roteman Profit Sharing Plan vs every filed plan by assets

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

$15,677,849 Top 27% higher than 73% 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

Horovitz Rudoy & Roteman Profit Sharing 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. Horovitz Rudoy & Roteman Profit Sharing Plan is a small filing (49 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 251031723 · Horovitz, Rudoy & Roteman LLC PY 2022 · 401(k)

Horovitz Rudoy & Roteman Profit Sharing Plan · $16M · 49 · 73rd

  • EOY $16M
  • EOY 49
  • EOY 73rd
  • EOY 401(k)
  • EOY near Professional Electric Products Co., Inc 401(k) Profit Sharing Plan
  • EOY ind #15730

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 Pennsylvania →

Horovitz Rudoy & Roteman Profit Sharing Plan in the asset neighbourhood

Horovitz Rudoy & Roteman Profit Sharing PlanHorovitz Rudoy & Roteman Pro…$16MProfessional Electric Products Co., Inc 401(k) Profit Sharing PlanProfessional Electric Produc…$16MDunlap & Seeger, P.a. 401(k) PlanDunlap & Seeger, P.a. 401(k)…$16MP. Brady Farr, Dmd, PA Employees Profit Sharing PlanP. Brady Farr, Dmd, PA Emplo…$16MIndustrial Communications & Electronics 401(k) Retirement PlanIndustrial Communications & …$16M
End-of-year total assets ($M) among Horovitz Rudoy & Roteman Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Horovitz, Rudoy & Roteman LLC multi-year asset trail

Sponsor-wide plan assets over time

All Horovitz, Rudoy & Roteman LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 31.9241497988659% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.7M $20.7M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 49 $16M
2023 1 45 $18M
2024 1 42 $21M

Horovitz, Rudoy & Roteman LLC filing trail (2022)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$16M
Net Income-$5M
Employer EIN251031723
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Horovitz Rudoy & Roteman Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Horovitz Rudoy & Roteman Profit Sharing Plan, Total assets ($B): 0.015677849 · Participants: 49Horovitz Rudoy & Roteman Profit Sharing 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
Horovitz Rudoy & Roteman Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Horovitz Rudoy & Roteman Profit Sharing Plan side-by-side with 3 peers →

Horovitz Rudoy & Roteman Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Professional Electric Products Co., Inc 401(k) Profit Sharing Plan in OH ($16M); by covered participants it is Ecoplan Associates, Inc. 401(k) Plan in AZ (49 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (49 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 Horovitz Rudoy & Roteman Profit Sharing Plan assets move in 2022? ▼
Horovitz Rudoy & Roteman Profit Sharing Plan declined sharply - down 25.5% during 2022, from $21M to $16M. Reported net income was -$5M.
How have Horovitz, Rudoy & Roteman LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Horovitz, Rudoy & Roteman LLC's sponsor-wide assets grew 31.9%, from $16M to $21M.
Which 401(k) plans are similar in size to Horovitz Rudoy & Roteman Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Professional Electric Products Co., Inc 401(k) Profit Sharing Plan in OH ($16M, 165 participants).
Which 401(k) plans cover a similar participant headcount to Horovitz Rudoy & Roteman Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ecoplan Associates, Inc. 401(k) Plan in AZ (49 participants, $63K 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 251031723.

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.