401(k)
2022 plan-year 401(k) DOL Form 5500

JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMEN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

JUDGE ROTENBERG EDUCATIONAL CENTER, INC.

This 401(k) plan holds $44M in total assets and serves 930 participants as of 2022. It is sponsored by JUDGE ROTENBERG EDUCATIONAL CENTER, INC. in Massachusetts. The plan reported positive net income of $6M for the year.

Total Assets (2023)
$44M
Participants
930
Industry
Healthcare & Social Assistance

What the Filing Says About JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMEN

JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMEN is a 401(k) retirement plan sponsored by JUDGE ROTENBERG EDUCATIONAL CENTER, INC., headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $44M in total end-of-year assets and covers 930 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 042489805, and the plan has been effective since 1989-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $38M at the beginning of 2022 to $44M at year-end — a gain of 15.8%. Net assets (after liabilities) closed the year at $44M, with reported net income of $6M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$38M
Total Assets (End of Year)$44M
Net Assets (End of Year)$44M
Net Income$6M
Plan Type401(k)
Employer EIN042489805
Plan Effective Date1989-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (JUDGE ROTENBERG EDUCATIONAL CENTER, INC.)

Year Plans Participants Total Assets
2022 1 930 $44M
2023 1 1,020 $48M

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Frequently Asked Questions

How much money is in the JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMEN?
As of the 2022 Form 5500 filing, JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMEN holds $44M in total assets with 930 participants. It is sponsored by JUDGE ROTENBERG EDUCATIONAL CENTER, INC..
What type of plan is JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMEN?
JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMEN is a 401(k) plan. It has been effective since 1989-07-01. The plan is filed with the U.S. Department of Labor under EIN 042489805.
Who sponsors the JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMEN?
JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMEN is sponsored by JUDGE ROTENBERG EDUCATIONAL CENTER, INC., located in Massachusetts. The sponsor's EIN is 042489805 and the plan operates in the Healthcare & Social Assistance industry.
How did JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMEN perform in 2022?
JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMEN grew by 15.8% during 2022, moving from $38M to $44M in total assets. Net income was $6M.
Where can I find official filings for JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMEN?
Official Form 5500 filings for JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMEN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042489805 or plan name at efast.dol.gov.
How does JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMEN compare to other plans?
You can compare JUDGE ROTENBERG EDUCATIONAL CENTER, INC. RETIREMEN against other 401(k) plans on the plan type page, or view plans in Massachusetts on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 042489805.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.