Profit Sharing · DOL Form 5500 · 2022
Barbara L. Rosen Profit Sharing Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $844,583
- Avg per participant High balance/head
Official DOL plan name: Barbara Rosen Keogh Plan Profit Sharing Plan · Sponsored by Barbara L. Rosen · New York · Healthcare & Social Assistance
$3M in assets, 3 participants
Barbara L. Rosen's Barbara Rosen Keogh Plan Profit Sharing Plan reported $3M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 37th 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.
- #8,013 in Healthcare & Social Assistance (20,060 peers)
Barbara L. Rosen multi-year trail
Barbara L. Rosen's plans moved +24.8% in assets from 2022 to 2024; this filing shows Barbara Rosen Keogh Plan Profit Sharing Plan at $3M / 3 participants.
- #8,013
- in Healthcare & Social Assistance (20,060 peers)
- -11.8%
- assets change YoY
The plan reported a net loss of $341K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Barbara Rosen Keogh Plan Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Barbara Rosen Keogh Plan Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,533,748 37th percentile higher than 37% 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
Barbara Rosen Keogh Plan 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. Barbara Rosen Keogh Plan Profit Sharing Plan is a micro filing (3 participants), the leftmost band.
DOL schedule card
Filing strip 112769722 · Barbara L. Rosen PY 2022 · Profit Sharing
Barbara Rosen Keogh Plan Profit Sharing Plan · $3M · 3 · 37th
- PART $3M
- PART 3
- PART 37th
- PART Profit Sharing
- PART near Saint Jacques @ the Burke Manor Inn, Inc. Profit Sharing Plan
- PART ind #8013
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 New York →
Barbara Rosen Keogh Plan Profit Sharing Plan in the asset neighbourhood
Barbara L. Rosen multi-year asset trail
Sponsor-wide plan assets over time
All Barbara L. Rosen plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 24.76599882861279% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 3 | $3M |
| 2024 | 1 | 3 | $3M |
Barbara L. Rosen filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$341K |
| Employer EIN | 112769722 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Annuity Plan of the Electrical Industry $2.0B · 19,997
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $1.6B · 3,494
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.5B · 5,696
- The Research Foundation for Suny Retirement Plan $1.1B · 11,139
- Mason Tenders District Council Annuity Fund $837M · 11,072
Barbara Rosen Keogh Plan Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount
Outside New York, the nearest Profit Sharing by assets is Saint Jacques @ the Burke Manor Inn, Inc. Profit Sharing Plan in NC ($3M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.