Other · DOL Form 5500 · 2023

Leonard Rosenberg Fine Art, Inc. Retirement Plan

Data updated 2026-08-25

$645K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$322,713
Avg per participant High balance/head
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Official DOL plan name: Leonard Rosenberg Fine Art, Inc. Pension Trust · Sponsored by Leonard Rosenberg Fine Art, Inc. · Florida · Retail Trade

$645K in assets, 2 participants

Leonard Rosenberg Fine Art, Inc.'s Leonard Rosenberg Fine Art, Inc. Pension Trust reported $645K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,643 in Retail Trade (8,414 peers)

What the 2023 filing shows

Leonard Rosenberg Fine Art, Inc. Pension Trust holds $645K for 2 participants - about $322,713 per participant, among the smaller plans by assets on file.

#2,643
in Retail Trade (8,414 peers)
+4.9%
assets growth YoY

Leonard Rosenberg Fine Art, Inc. Pension Trust among the smaller filed plans by assets

Leonard Rosenberg Fine Art, Inc. Pension Trust vs every filed plan by assets

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

$645,425 20th percentile higher than 20% 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

Leonard Rosenberg Fine Art, Inc. Pension Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Leonard Rosenberg Fine Art, Inc. Pension Trust is a micro filing (2 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 133459250 · Leonard Rosenberg Fine Art, Inc. PY 2023 · Other

Leonard Rosenberg Fine Art, Inc. Pension Trust · $645K · 2 · 20th

  • RANK $645K
  • PHOTO 2
  • IND 20th
  • EOY Other
  • 5500 near The Wight Foundation Profit Sharing Plan
  • ASSETS ind #2643

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 Retail Trade retirement plans → · Plans in Florida →

Leonard Rosenberg Fine Art, Inc. Pension Trust in the asset neighbourhood

Canton Ballet, the 403b Tda PlanCanton Ballet, the 403b Tda …$663KLeonard Rosenberg Fine Art, Inc. Pension TrustLeonard Rosenberg Fine Art, …$645KThe Wight Foundation Profit Sharing PlanThe Wight Foundation Profit …$637KCommunity Hospitals and Wellness Centers 403(b) PlanCommunity Hospitals and Well…$636KWellness Council of America Retirement PlanWellness Council of America …$628K
End-of-year total assets ($M) among Leonard Rosenberg Fine Art, Inc. Pension Trust and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$615K
Net Assets (End of Year)$645K
Net Income$30K
Employer EIN133459250
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Leonard Rosenberg Fine Art, Inc.)

Sponsor-wide plan assets over time

All Leonard Rosenberg Fine Art, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$695K 7.631405662935276% vs 2023
2024 filing year
$0.64M$0.66M$0.68M$0.7M 20232024 $0.65M $0.69M ▲ +6.2%
Year Plans Participants Total Assets
2023 1 2 $645K
2024 1 2 $695K

Nearby Other Plans in Florida

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

Leonard Rosenberg Fine Art, Inc. Pension Trust vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Leonard Rosenberg Fine Art, Inc. Pension Trust, Total assets ($B): 0.000645425 · Participants: 2Leonard Rosenberg Fine Art, Inc. Pension TrustBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Leonard Rosenberg Fine Art, Inc. Pension Trust vs. nearby Other plans in Florida, assets vs. participants
Compare Leonard Rosenberg Fine Art, Inc. Pension Trust side-by-side with 3 peers →

Leonard Rosenberg Fine Art, Inc. Pension Trust's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is The Wight Foundation Profit Sharing Plan in NJ ($637K); by covered participants it is Tadalyssa, Inc. Retirement Plan in TX (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 Leonard Rosenberg Fine Art, Inc. Pension Trust assets move in 2023? ▼
Leonard Rosenberg Fine Art, Inc. Pension Trust edged up modestly - up 4.9% during 2023, from $615K to $645K. Reported net income was $30K.
How have Leonard Rosenberg Fine Art, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Leonard Rosenberg Fine Art, Inc.'s sponsor-wide assets grew 7.6%, from $645K to $695K.
Where does Leonard Rosenberg Fine Art, Inc. Pension Trust rank by assets among Form 5500 filers? ▼
Leonard Rosenberg Fine Art, Inc. Pension Trust ranks in the 20th 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 Other plans are similar in size to Leonard Rosenberg Fine Art, Inc. Pension Trust? ▼
Among Other plans in other states, the closest by assets is The Wight Foundation Profit Sharing Plan in NJ ($637K, 5 participants).
Which Other plans cover a similar participant headcount to Leonard Rosenberg Fine Art, Inc. Pension Trust? ▼
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 133459250.

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.