Other · DOL Form 5500 · 2023

The Rogosin Institute, Inc. Retirement Plan

Data updated 2026-08-11

$84M
Total assets
465
Participants
90th
Percentile by assets
$180,615
Avg per participant
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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.

  • 90th percentile by assets (of 127,072 plans)
  • #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.

$84M
total plan assets (2023 EOY)
465
covered participants
90th
percentile by assets (of 127,072 plans)
$180,615
avg assets per participant

Where The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees sits 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

This plan $0 $2,010,000,000 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

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.

See the national 2022→2023 release diff →

State
New York
Industry
Healthcare & Social Assistance

The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees vs the 2023 asset distribution

By assets, The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees outranks 90% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$84M
Net Income$11M
Employer EIN133184198
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Rogosin Institute, Inc.)

$70M$75M$80M$85M$90M$95M 202220232024 $72.9M $89.3M ▲ +22.4%
Total plan assets by year, all The Rogosin Institute, Inc. plans on file
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.

The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees vs. nearby Other plans in New York, assets vs. participants

The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Rogosin Institut…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees vs. nearby Other plans in New York, assets vs. participants
Compare The Rogosin Institute, Inc. Retirement P… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees by total assets, not by location.

Frequently Asked Questions

How did The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees assets move in 2023? ▼
The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees grew sharply - up 15.2% during 2023, from $73M to $84M. Reported net income was $11M.
How have The Rogosin Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Rogosin Institute, Inc.'s sponsor-wide assets grew 22.4%, from $73M to $89M.
Where does The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees rank by assets among Form 5500 filers? ▼
The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees? ▼
Among Other plans in other states, the closest by assets is Mid-Pacific Institute 403(b) Retirement Plan in HI ($84M, 210 participants).

Next read for The Rogosin Institute, Inc. Retirement P…

Scale reading

Ways to act on The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees's numbers.

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 133184198.

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.