401(k) · DOL Form 5500 · 2023

Irwin R. Rose & Company, LLC 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
122
Participants Small participant base
66th
Percentile by assets National rank
$116,499
Avg per participant Below avg balance/head
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Official DOL plan name: Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan · Sponsored by Irwin R. Rose & Company, LLC · Indiana · Real Estate

$14M in assets, 122 participants

Irwin R. Rose & Company, LLC's Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan reported $14M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,870 in Real Estate (4,727 peers)

Coverage in Indiana

Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan covers 122 participants in Indiana, about 23% of the average Indiana filer (state average ~541 per filing). Assets: $14M.

#3,870
in Real Estate (4,727 peers)
+15.7%
assets growth YoY

Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$14,212,896 Top 34% higher than 66% 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

Irwin R. Rose & Company, LLC 401(k) Profit Sharing 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. Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (122 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 270950641 · Irwin R. Rose & Company, LLC PY 2023 · 401(k)

Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan · $14M · 122 · 66th

  • EOY $14M
  • EOY 122
  • EOY 66th
  • EOY 401(k)
  • EOY near Viridos, Inc. 401(k) Retirement Plan
  • EOY ind #3870

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 Real Estate retirement plans → · Plans in Indiana →

Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Irwin R. Rose & Company, LLC 401(k) Profit Sharing PlanIrwin R. Rose & Company, LLC…$14MViridos, Inc. 401(k) Retirement PlanViridos, Inc. 401(k) Retirem…$14MW3, LLC 401(k) Plan$14MVsmpo-Tirus US 401(k) Profit Sharing PlanVsmpo-Tirus US 401(k) Profit…$14MAdvanced Medical Imaging, LLC 401(k) Profit Sharing PlanAdvanced Medical Imaging, LL…$14M
End-of-year total assets ($M) among Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN270950641
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Irwin R. Rose & Company, LLC)

Sponsor-wide plan assets over time

All Irwin R. Rose & Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$17M 35.10001153529952% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $12.3M $16.6M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 123 $12M
2023 1 122 $14M
2024 1 126 $17M

Nearby 401(k) Plans in Indiana

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

Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.014212896 · Participants: 122Irwin R. Rose & Company, LLC 401(k) Profit Sharing PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Viridos, Inc. 401(k) Retirement Plan in CA ($14M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($14M here).

Similar participant headcount

Nearest other-state filings by covered participants (122 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 Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan grew sharply - up 15.7% during 2023, from $12M to $14M. Reported net income was $2M.
How have Irwin R. Rose & Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Irwin R. Rose & Company, LLC's sponsor-wide assets grew 35.1%, from $12M to $17M.
Which 401(k) plans are similar in size to Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Viridos, Inc. 401(k) Retirement Plan in CA ($14M, 58 participants).
Which 401(k) plans cover a similar participant headcount to Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M 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 270950641.

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.