Other · DOL Form 5500 · 2023

Rose & Rose Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 2
Participants Small participant base: 32nd
Percentile by assets National rank: $1.1M
Avg per participant High balance/head

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Official DOL plan name: Rose & Rose Profit Sharing Plan · Sponsored by Rose & Rose · New York · Professional & Technical Services

$2M in assets, 2 participants

Rose & Rose's Rose & Rose Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

#5,651 in Professional & Technical Services (20,321 peers)

Rose & Rose multi-year trail

Rose & Rose's plans moved +46.7% in assets from 2022 to 2024; this filing shows Rose & Rose Profit Sharing Plan at $2M / 2 participants.

#5,651
in Professional & Technical Services (20,321 peers): +11.3%
assets growth YoY

Rose & Rose Profit Sharing Plan among the smaller filed plans by assets

Rose & Rose Profit Sharing Plan vs every filed plan by assets

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

$2,218,918 32nd percentile higher than 32% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Rose & Rose 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. Rose & Rose Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Rose & Rose Profit Sharing Plan reported net income rose from -$141K in the plan year 2022 filing to $225K in the plan year 2023 filing.
Rose & Rose Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 133681058 · Rose & Rose PY 2023 · Other

Rose & Rose Profit Sharing Plan · $2M · 2 · 32nd

PHOTO $2M
PHOTO 2
PHOTO 32nd
PHOTO Other
PHOTO near Peabody Retirement Community Retirement Savings Pl
PHOTO ind #5651

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 →

End-of-year total assets ($M) among Rose & Rose Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Rose & Rose multi-year asset trail

Latest sponsor-wide plan assets: $3M 46.687158932416146% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$2M
2023	1	2	$2M
2024	1	2	$3M

Rose & Rose filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$225K
Employer EIN	133681058
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Nearby Other Plans in New York

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

Rose & Rose Profit Sharing Plan vs. nearby Other plans in New York, assets vs. participants

Northwell Health 403(b) Plan $9.9B · 48,676
The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
University of Rochester Retirement Program $7.2B · 28,970
Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
Retirement Plan for Officers of Columbia University $5.0B · 14,407

Compare Rose & Rose Profit Sharing Plan side-by-side with 3 peers →

Rose & Rose Profit Sharing Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Peabody Retirement Community Retirement Savings Pl in IN ($2M); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Peabody Retirement Community Retirement Savings Pl (IN) $2M · 265
Employee Benefit Plan of Girl Scouts of Connecticut, Inc. (CT) $2M · 54
Retina Specialists, PA Vip Plus 401(k) (TX) $2M · 4
Childrens Home of Northern Kentucky 403b Plan (KY) $2M · 107

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Tadalyssa, Inc. Retirement Plan (TX) 2 · 0 off
Estes Park Institute Safe Harbor Plan 403(b) (CO) 2 · 0 off
Cimco Enterprises, Inc. Pension Plan and Trust (WA) 2 · 0 off
James a. Mcpeake Profit Sharing Plan (KY) 2 · 0 off

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 Rose & Rose Profit Sharing Plan assets move in 2023? ▼

Rose & Rose Profit Sharing Plan grew at a solid clip - up 11.3% during 2023, from $2M to $2M. Reported net income was $225K.

How have Rose & Rose plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Rose & Rose's sponsor-wide assets grew 46.7%, from $2M to $3M.

Which Other plans are similar in size to Rose & Rose Profit Sharing Plan? ▼

Among Other plans in other states, the closest by assets is Peabody Retirement Community Retirement Savings Pl in IN ($2M, 265 participants).

Which Other plans cover a similar participant headcount to Rose & Rose Profit Sharing Plan? ▼

Among Other plans in other states, the closest by covered participants is Tadalyssa, Inc. Retirement Plan in TX (2 participants, $464K 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 133681058.