401(k) · DOL Form 5500 · 2023

Gary J. Rosenbaum, M.D., P.a. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
6
Participants Small participant base
35th
Percentile by assets National rank
$465,508
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gary J. Rosenbaum, M.D. Retirement Plan & Trust · Sponsored by Gary J. Rosenbaum, M.D., P.a. · Florida · Healthcare & Social Assistance

$3M in assets, 6 participants

Gary J. Rosenbaum, M.D., P.a.'s Gary J. Rosenbaum, M.D. Retirement Plan & Trust reported $3M in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,227 in Healthcare & Social Assistance (17,684 peers)

Gary J. Rosenbaum, M.D., P.a. multi-year trail

Gary J. Rosenbaum, M.D., P.a.'s plans moved +56.8% in assets from 2022 to 2024; this filing shows Gary J. Rosenbaum, M.D. Retirement Plan & Trust at $3M / 6 participants.

#6,227
in Healthcare & Social Assistance (17,684 peers)
+28.7%
assets growth YoY

Gary J. Rosenbaum, M.D. Retirement Plan & Trust's mid-pack asset rank among Healthcare & Social Assistance and all filers

Gary J. Rosenbaum, M.D. Retirement Plan & Trust vs every filed plan by assets

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

$2,793,045 35th percentile higher than 35% 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

Gary J. Rosenbaum, M.D. Retirement 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. Gary J. Rosenbaum, M.D. Retirement Plan & Trust is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gary J. Rosenbaum, M.D. Retirement Plan & Trust reported net income rose from -$504K in the plan year 2022 filing to $623K in the plan year 2023 filing.
  • Gary J. Rosenbaum, M.D. Retirement Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Gary J. Rosenbaum, M.D. Retirement Plan & Trust reported participants fell from 7 in the plan year 2022 filing to 6 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 650720597 · Gary J. Rosenbaum, M.D., P.a. PY 2023 · 401(k)

Gary J. Rosenbaum, M.D. Retirement Plan & Trust · $3M · 6 · 35th

  • PART $3M
  • PART 6
  • PART 35th
  • PART 401(k)
  • PART near Structure Probe, Inc. 401(k) Salary Reduction Plan and Trust
  • PART ind #6227

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 Healthcare & Social Assistance retirement plans → · Plans in Florida →

Gary J. Rosenbaum, M.D. Retirement Plan & Trust in the asset neighbourhood

Gary J. Rosenbaum, M.D. Retirement Plan & TrustGary J. Rosenbaum, M.D. Reti…$3MStructure Probe, Inc. 401(k) Salary Reduction Plan and TrustStructure Probe, Inc. 401(k)…$3MBlock Renovation - 401(k) PlanBlock Renovation - 401(k) Pl…$3MThe Ellis Nursing Home, Inc. 401(k) PlanThe Ellis Nursing Home, Inc.…$3MCarl D Teitge, Inc. Ps and Affiliates 401(k) Profit Sharing PlanCarl D Teitge, Inc. Ps and A…$3M
End-of-year total assets ($M) among Gary J. Rosenbaum, M.D. Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Gary J. Rosenbaum, M.D., P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Gary J. Rosenbaum, M.D., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 56.82218084760826% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.17M $3.4M ▲ +56.7%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 6 $3M
2024 1 7 $3M

Gary J. Rosenbaum, M.D., P.a. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$623K
Employer EIN650720597
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Gary J. Rosenbaum, M.D. Retirement Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Gary J. Rosenbaum, M.D. Retirement Plan & Trust, Total assets ($B): 0.002793045 · Participants: 6Gary J. Rosenbaum, M.D. Retirement Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Gary J. Rosenbaum, M.D. Retirement Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Gary J. Rosenbaum, M.D. Retirement Plan & Trust side-by-side with 3 peers →

Gary J. Rosenbaum, M.D. Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Structure Probe, Inc. 401(k) Salary Reduction Plan and Trust in PA ($3M); by covered participants it is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 Gary J. Rosenbaum, M.D. Retirement Plan & Trust assets move in 2023? ▼
Gary J. Rosenbaum, M.D. Retirement Plan & Trust grew sharply - up 28.7% during 2023, from $2M to $3M. Reported net income was $623K.
How have Gary J. Rosenbaum, M.D., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gary J. Rosenbaum, M.D., P.a.'s sponsor-wide assets grew 56.8%, from $2M to $3M.
Which 401(k) plans are similar in size to Gary J. Rosenbaum, M.D. Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Structure Probe, Inc. 401(k) Salary Reduction Plan and Trust in PA ($3M, 28 participants).
Which 401(k) plans cover a similar participant headcount to Gary J. Rosenbaum, M.D. Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Gears Over Gravity, Inc. 401(k) Plan in CA (6 participants, $234K 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 650720597.

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.