401(k) · DOL Form 5500 · 2023

ROSENBLUM-SILVERMAN-SUTTON 401(k) Plan

Data updated 2026-08-25

$811K
Total assets Small plan by assets: 5
Participants Small participant base: 22nd
Percentile by assets National rank: $162,252
Avg per participant Above avg balance/head

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Official DOL plan name: Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust · Sponsored by ROSENBLUM-SILVERMAN-SUTTON · California · Finance & Insurance

$811K in assets, 5 participants

ROSENBLUM-SILVERMAN-SUTTON's Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust reported $811K in total assets and 5 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

#1,209 in Finance & Insurance (8,869 peers)

ROSENBLUM-SILVERMAN-SUTTON multi-year trail

ROSENBLUM-SILVERMAN-SUTTON's plans moved +263.6% in assets from 2022 to 2024; this filing shows Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust at $811K / 5 participants.

#1,209
in Finance & Insurance (8,869 peers): +134.9%
assets growth YoY

Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$811,262 22nd percentile higher than 22% 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

Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & 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. Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust is a micro filing (5 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%)

Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $345K in the plan year 2022 filing to $811K in the plan year 2023 filing.
Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust reported net income rose from $222K in the plan year 2022 filing to $466K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 943078542 · ROSENBLUM-SILVERMAN-SUTTON PY 2023 · 401(k)

Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust · $811K · 5 · 22nd

TYPE $811K
TYPE 5
TYPE 22nd
TYPE 401(k)
TYPE near Advantage 401(k) Program Pooled Employer Plan
TYPE ind #1209

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 California →

End-of-year total assets ($M) among Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

ROSENBLUM-SILVERMAN-SUTTON multi-year asset trail

Latest sponsor-wide plan assets: $1M 263.59342921756956% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$345K
2023	1	5	$811K
2024	1	6	$1M

ROSENBLUM-SILVERMAN-SUTTON filing trail (2023)

Total Assets (Beginning of Year)	$345K
Net Assets (End of Year)	$811K
Net Income	$466K
Employer EIN	943078542
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Wells Fargo & Company 401(k) Plan $51.8B · 193,919
Google LLC 401(k) Savings Plan $39.0B · 122,867
Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
Intel 401(k) Savings Plan $22.2B · 59,863
Apple 401(k) Plan $19.8B · 106,111

Compare Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Advantage 401(k) Program Pooled Employer Plan in SD ($811K); by covered participants it is Larrann, Inc. 401(k) Plan in FL (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($811K here).

Advantage 401(k) Program Pooled Employer Plan (SD) $811K · 118
Directional Ad-Vantage Holdings LLC 401(k) Plan (FL) $811K · 25
Provencher Physical Therapy, Inc. Retirement Plan (VT) $812K · 4
Voxmedia 401(k) Savings Plan (NJ) $811K · 4

Similar participant headcount

Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.

Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
Larrann, Inc. 401(k) Plan (FL) 5 · 0 off
Br3 Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
Designworks Creative 401(k) Plan (ID) 5 · 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 Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼

Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust surged - up 134.9% during 2023, from $345K to $811K. Reported net income was $466K.

How have ROSENBLUM-SILVERMAN-SUTTON plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), ROSENBLUM-SILVERMAN-SUTTON's sponsor-wide assets grew 263.6%, from $345K to $1M.

Where does Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼

Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust ranks in the 22nd 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 Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Advantage 401(k) Program Pooled Employer Plan in SD ($811K, 118 participants).

Which 401(k) plans cover a similar participant headcount to Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Larrann, Inc. 401(k) Plan in FL (5 participants, $588K 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 943078542.