Profit Sharing · DOL Form 5500 · 2023

Nicholas J. Rosa Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
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Official DOL plan name: Nicholas J. Rosa Profit Sharing Plan · Sponsored by Nicholas J. Rosa · New York · Professional & Technical Services

$2M in assets, 2 participants

Nicholas J. Rosa's Nicholas J. Rosa Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,415 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Nicholas J. Rosa Profit Sharing Plan holds $2M for 2 participants - about $1.0M per participant, in the lower half of filed plans by assets.

#5,415
in Professional & Technical Services (20,321 peers)
+0.7%
assets growth YoY

Nicholas J. Rosa Profit Sharing Plan among the smaller filed plans by assets

Nicholas J. Rosa Profit Sharing Plan vs every filed plan by assets

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

$2,024,979 31st percentile higher than 31% 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

Nicholas J. Rosa Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nicholas J. Rosa Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Nicholas J. Rosa Profit Sharing Plan reported net income rose from -$32K in the plan year 2022 filing to $14K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 113556670 · Nicholas J. Rosa PY 2023 · Profit Sharing

Nicholas J. Rosa Profit Sharing Plan · $2M · 2 · 31st

  • PART $2M
  • PART 2
  • PART 31st
  • PART Profit Sharing
  • PART near Tsintolas Profit Sharing Plan
  • PART ind #5415

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 New York →

Nicholas J. Rosa Profit Sharing Plan in the asset neighbourhood

Insulators Local 96 Supplemental Pension PlanInsulators Local 96 Suppleme…$2MGlw Bankhead Incorporated Retirement PlanGlw Bankhead Incorporated Re…$2MNicholas J. Rosa Profit Sharing PlanNicholas J. Rosa Profit Shar…$2MTsintolas Profit Sharing Plan$2MMedical Practice Consultants Profit Sharing PlanMedical Practice Consultants…$2M
End-of-year total assets ($M) among Nicholas J. Rosa Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$14K
Employer EIN113556670
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nicholas J. Rosa)

Sponsor-wide plan assets over time

All Nicholas J. Rosa plans reported in each filing year

Latest sponsor-wide plan assets
$2M 0.6874162794097319% vs 2022
2023 filing year
$2.01M$2.01M$2.02M$2.02M$2.03M 20222023 $2.01M $2.02M ▲ +0.5%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Nicholas J. Rosa Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Nicholas J. Rosa Profit Sharing Plan, Total assets ($B): 0.002024979 · Participants: 2Nicholas J. Rosa Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Nicholas J. Rosa Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Nicholas J. Rosa Profit Sharing Plan side-by-side with 3 peers →

Nicholas J. Rosa Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Tsintolas Profit Sharing Plan in MD ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Nicholas J. Rosa Profit Sharing Plan assets move in 2023? ▼
Nicholas J. Rosa Profit Sharing Plan held essentially flat - up 0.7% during 2023, from $2M to $2M. Reported net income was $14K.
How have Nicholas J. Rosa plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Nicholas J. Rosa's sponsor-wide assets grew 0.7%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Nicholas J. Rosa Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Tsintolas Profit Sharing Plan in MD ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Nicholas J. Rosa Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 113556670.

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.