401(k) · DOL Form 5500 · 2023

Roosevelt Management Company LLC 401(k) Plan

Data updated 2026-08-25

$60K
Total assets Small plan by assets
690
Participants Below avg headcount
4th
Percentile by assets National rank
$87
Avg per participant Low balance/head
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Official DOL plan name: Roosevelt Management Company LLC 401(k) Plan · Sponsored by Roosevelt Management Company LLC · New York · Finance & Insurance

$60K in assets, 690 participants

Roosevelt Management Company LLC's Roosevelt Management Company LLC 401(k) Plan reported $60K in total assets and 690 participants in its 2023 DOL Form 5500 filing, ranking in the 4th 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.

  • #243 in Finance & Insurance (8,869 peers)

Roosevelt Management Company LLC multi-year trail

Roosevelt Management Company LLC's plans moved -100.0% in assets from 2022 to 2024; this filing shows Roosevelt Management Company LLC 401(k) Plan at $60K / 690 participants.

#243
in Finance & Insurance (8,869 peers)
-99.9%
assets change YoY

The plan reported a net loss of $68M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roosevelt Management Company LLC 401(k) Plan among the smaller filed plans by assets

Roosevelt Management Company LLC 401(k) Plan vs every filed plan by assets

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

$60,178 4th percentile higher than 4% 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

Roosevelt Management Company LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roosevelt Management Company LLC 401(k) Plan sits mid-pack in the medium band (690 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roosevelt Management Company LLC 401(k) Plan reported net income fell from -$12M in the plan year 2022 filing to -$68M in the plan year 2023 filing.
  • Roosevelt Management Company LLC 401(k) Plan end-of-year assets fell from $68M in the plan year 2022 filing to $60K in the plan year 2023 filing.
  • Roosevelt Management Company LLC 401(k) Plan reported participants fell from 896 in the plan year 2022 filing to 690 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 262636907 · Roosevelt Management Company LLC PY 2023 · 401(k)

Roosevelt Management Company LLC 401(k) Plan · $60K · 690 · 4th

  • ASSETS $60K
  • ASSETS 690
  • ASSETS 4th
  • ASSETS 401(k)
  • ASSETS near Keepsake City, Inc. Retirement Plan
  • ASSETS ind #243

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 Finance & Insurance retirement plans → · Plans in New York →

Roosevelt Management Company LLC 401(k) Plan in the asset neighbourhood

Roosevelt Management Company LLC 401(k) PlanRoosevelt Management Company…$60KKeepsake City, Inc. Retirement PlanKeepsake City, Inc. Retireme…$60KManagement Assessment Consultants, Solutions in the Market (Macsim), Inc. 401(k) Profit Sharing PlanManagement Assessment Consul…$60KSnack Stop, Inc. 401(k) Profit Sharing PlanSnack Stop, Inc. 401(k) Prof…$60KWsg Ventures Incorporated 401(k) Profit Sharing PlanWsg Ventures Incorporated 40…$60K
End-of-year total assets ($M) among Roosevelt Management Company LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Roosevelt Management Company LLC multi-year asset trail

Sponsor-wide plan assets over time

All Roosevelt Management Company LLC plans reported in each filing year

Latest sponsor-wide plan assets
$27K 99.96056441992822% vs 2022
2024 filing year
$0M$20M$40M$60M$80M 202220232024 $68.3M $0.03M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 896 $68M
2023 1 690 $60K
2024 1 N/A $27K

Roosevelt Management Company LLC filing trail (2023)

Total Assets (Beginning of Year)$68M
Net Assets (End of Year)$60K
Net Income-$68M
Employer EIN262636907
Plan Effective Date2008-12-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Roosevelt Management Company LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Roosevelt Management Company LLC 401(k) Plan, Total assets ($B): 0.000060178 · Participants: 690Roosevelt Management Company LLC 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Roosevelt Management Company LLC 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Roosevelt Management Company LLC 401(k) Plan side-by-side with 3 peers →

Roosevelt Management Company LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Keepsake City, Inc. Retirement Plan in TX ($60K); by covered participants it is Endeavor Business Media, Inc. 401(k) Plan in TN (690 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (690 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 Roosevelt Management Company LLC 401(k) Plan assets move in 2023? ▼
Roosevelt Management Company LLC 401(k) Plan contracted severely - down 99.9% during 2023, from $68M to $60K. Reported net income was -$68M.
How have Roosevelt Management Company LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roosevelt Management Company LLC's sponsor-wide assets declined 100.0%, from $68M to $27K.
Where does Roosevelt Management Company LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Roosevelt Management Company LLC 401(k) Plan ranks in the 4th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Roosevelt Management Company LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Keepsake City, Inc. Retirement Plan in TX ($60K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Roosevelt Management Company LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Endeavor Business Media, Inc. 401(k) Plan in TN (690 participants, $32M 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 262636907.

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.