Other · DOL Form 5500 · 2023
The Rogosin Institute, Inc. Retirement Plan
Data updated 2026-08-25
- $84M
- Total assets Below avg plan size
- 465
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $180,615
- Avg per participant Above avg balance/head
Official DOL plan name: The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees · Sponsored by The Rogosin Institute, Inc. · New York · Healthcare & Social Assistance
$84M in assets, 465 participants
The Rogosin Institute, Inc.'s The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees reported $84M in total assets and 465 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #16,165 in Healthcare & Social Assistance (17,684 peers)
Where The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees sits by assets
The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees sits in the top 10% of all filed plans by assets, $84M for 465 participants (~$180,615/participant), up 15.2% in 2023.
- #16,165
- in Healthcare & Social Assistance (17,684 peers)
- +15.2%
- assets growth YoY
- 0.8×
- vs typical plan assets (national mean)
The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees's outsized position by total assets
The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$83,985,754 Top 10% higher than 90% 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
The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees 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. The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees sits mid-pack in the medium band (465 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees reported net income rose from -$13M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees end-of-year assets rose from $73M in the plan year 2022 filing to $84M in the plan year 2023 filing.
- The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees reported participants fell from 471 in the plan year 2022 filing to 465 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 133184198 · The Rogosin Institute, Inc. PY 2023 · Other
The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees · $84M · 465 · 90th
- EOY $84M
- 5500 465
- ASSETS 90th
- PCT Other
- EIN near Mid-Pacific Institute 403(b) Retirement Plan
- RANK ind #16165
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 New York →
The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $73M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | $11M |
| Employer EIN | 133184198 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Rogosin Institute, Inc.)
Sponsor-wide plan assets over time
All The Rogosin Institute, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $89M 22.42352429019171% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 471 | $73M |
| 2023 | 1 | 465 | $84M |
| 2024 | 1 | 453 | $89M |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $9.9B · 48,676
- The Mount Sinai Medical Center 403(b) Retirement Plan $8.5B · 30,241
- University of Rochester Retirement Program $7.2B · 28,970
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $5.6B · 22,855
- Retirement Plan for Officers of Columbia University $5.0B · 14,407
The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Mid-Pacific Institute 403(b) Retirement Plan in HI ($84M); by covered participants it is Northwestern Counseling and Support Services Tax Deferred Annuity in VT (465 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($84M here).
- Mid-Pacific Institute 403(b) Retirement Plan (HI) $84M · 210
- La Clinica De La Raza, Inc. 403(b) Plan (CA) $84M · 1,112
- Mary Institute and Saint Louis Country Day School Defined Contribution Retirement Plan (MO) $84M · 500
- Northfield Mount Hermon Retirement Savings and Investment Plan (MA) $84M · 274
Similar participant headcount
Nearest other-state filings by covered participants (465 participants); asset peers above are excluded.
- Northwestern Counseling and Support Services Tax Deferred Annuity (VT) 465 · 0 off
- Starfish Family Services, Inc. DC Plan (MI) 464 · 1 off
- Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan (AL) 464 · 1 off
- Community Memorial Hospital Association 403(b) Plan (MN) 466 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.