401(k) · DOL Form 5500 · 2023

Grossman Roth Yaffa Cohen, P.a. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
43
Participants Small participant base
60th
Percentile by assets National rank
$243,282
Avg per participant Above avg balance/head
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Official DOL plan name: Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan · Sponsored by Grossman Roth Yaffa Cohen, P.a. · Florida · Professional & Technical Services

$10M in assets, 43 participants

Grossman Roth Yaffa Cohen, P.a.'s Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan reported $10M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,851 in Professional & Technical Services (20,321 peers)

Grossman Roth Yaffa Cohen, P.a. multi-year trail

Grossman Roth Yaffa Cohen, P.a.'s plans moved +34.7% in assets from 2022 to 2024; this filing shows Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan at $10M / 43 participants.

#11,851
in Professional & Technical Services (20,321 peers)
+19.0%
assets growth YoY

Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,461,138 Top 40% higher than 60% of 127,068 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 2023

Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan reported participants rose from 39 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 592560342 · Grossman Roth Yaffa Cohen, P.a. PY 2023 · 401(k)

Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan · $10M · 43 · 60th

  • BOOK $10M
  • BOOK 43
  • BOOK 60th
  • BOOK 401(k)
  • BOOK near Csl International Ltd. 401(k) Plan
  • BOOK ind #11851

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 Florida →

Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing PlanGrossman Roth Yaffa Cohen, P…$10MCsl International Ltd. 401(k) PlanCsl International Ltd. 401(k…$10MBc International Group, Inc. 401(k) PlanBc International Group, Inc.…$10MLiberty House Restaurant Corporation 401(k) PlanLiberty House Restaurant Cor…$10MHumphrey Management LLC 401(k) PlanHumphrey Management LLC 401(…$10M
End-of-year total assets ($M) among Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Grossman Roth Yaffa Cohen, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Grossman Roth Yaffa Cohen, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 34.65543292210373% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.79M $11.8M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 39 $9M
2023 1 43 $10M
2024 1 41 $12M

Grossman Roth Yaffa Cohen, P.a. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$2M
Employer EIN592560342
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.010461138 · Participants: 43Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Csl International Ltd. 401(k) Plan in MA ($10M); by covered participants it is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (43 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan assets move in 2023? ▼
Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan grew sharply - up 19.0% during 2023, from $9M to $10M. Reported net income was $2M.
How have Grossman Roth Yaffa Cohen, P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grossman Roth Yaffa Cohen, P.a.'s sponsor-wide assets grew 34.7%, from $9M to $12M.
Which 401(k) plans are similar in size to Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Csl International Ltd. 401(k) Plan in MA ($10M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 592560342.

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.