Defined Benefit (Pension) · DOL Form 5500 · 2023

Rosen Law,LLC Pension Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
37th
Percentile by assets National rank
$368,702
Avg per participant High balance/head
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Official DOL plan name: Rosen Law, LLC Cash Balance Plan · Sponsored by Rosen Law,LLC · New York · Professional & Technical Services

$3M in assets, 9 participants

Rosen Law,LLC's Rosen Law, LLC Cash Balance Plan reported $3M in total assets and 9 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,950 in Professional & Technical Services (20,321 peers)

Rosen Law,LLC multi-year trail

Rosen Law,LLC's plans moved +47.9% in assets from 2022 to 2024; this filing shows Rosen Law, LLC Cash Balance Plan at $3M / 9 participants.

#6,950
in Professional & Technical Services (20,321 peers)
+25.5%
assets growth YoY

Rosen Law, LLC Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rosen Law, LLC Cash Balance Plan vs every filed plan by assets

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

$3,318,322 37th percentile higher than 37% 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

Rosen Law, LLC Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rosen Law, LLC Cash Balance Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rosen Law, LLC Cash Balance Plan reported net income rose from $381K in the plan year 2022 filing to $673K in the plan year 2023 filing.
  • Rosen Law, LLC Cash Balance Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 463141013 · Rosen Law,LLC PY 2023 · Defined Benefit (Pension)

Rosen Law, LLC Cash Balance Plan · $3M · 9 · 37th

  • BOY $3M
  • SCH 9
  • EBSA 37th
  • PART Defined Benefit (Pension)
  • TYPE near Allied Lending Group, Inc. Defined Benefit Pension Plan
  • NET ind #6950

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 Professional & Technical Services retirement plans → · Plans in New York →

Rosen Law, LLC Cash Balance Plan in the asset neighbourhood

Pender Ems and Fire, Inc. Retirement Pension PlanPender Ems and Fire, Inc. Re…$3MRosen Law, LLC Cash Balance PlanRosen Law, LLC Cash Balance …$3MAllied Lending Group, Inc. Defined Benefit Pension PlanAllied Lending Group, Inc. D…$3MKeiretsu Forum Cash Balance PlanKeiretsu Forum Cash Balance …$3MRetirement System of Burlington Industries LLC and Affiliated CompaniesRetirement System of Burling…$3M
End-of-year total assets ($M) among Rosen Law, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Rosen Law,LLC multi-year asset trail

Sponsor-wide plan assets over time

All Rosen Law,LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 47.922117839469834% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.65M $3.91M ▲ +47.5%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 9 $3M
2024 1 9 $4M

Rosen Law,LLC filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$673K
Employer EIN463141013
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Rosen Law, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Rosen Law, LLC Cash Balance Plan, Total assets ($B): 0.003318322 · Participants: 9Rosen Law, LLC Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Rosen Law, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Rosen Law, LLC Cash Balance Plan side-by-side with 3 peers →

Rosen Law, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Allied Lending Group, Inc. Defined Benefit Pension Plan in CA ($3M); by covered participants it is Symphony Management Cash Balance Plan in FL (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Rosen Law, LLC Cash Balance Plan assets move in 2023? ▼
Rosen Law, LLC Cash Balance Plan grew sharply - up 25.5% during 2023, from $3M to $3M. Reported net income was $673K.
How have Rosen Law,LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rosen Law,LLC's sponsor-wide assets grew 47.9%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Rosen Law, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Allied Lending Group, Inc. Defined Benefit Pension Plan in CA ($3M, 7 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rosen Law, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Symphony Management Cash Balance Plan in FL (9 participants, $3M 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 463141013.

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.