Defined Benefit (Pension) · DOL Form 5500 · 2023

Rosenberg, Cooley, Metcalf, L.C. Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
35
Participants Small participant base
25th
Percentile by assets National rank
$32,562
Avg per participant Low balance/head
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Official DOL plan name: Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan · Sponsored by Rosenberg, Cooley, Metcalf, L.C. · Utah · Healthcare & Social Assistance

$1M in assets, 35 participants

Rosenberg, Cooley, Metcalf, L.C.'s Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan reported $1M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,693 in Healthcare & Social Assistance (17,684 peers)

2023 asset change

Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan surged 43.8% in 2023 ($793K → $1M) for 35 participants.

#3,693
in Healthcare & Social Assistance (17,684 peers)
+43.8%
assets growth YoY

Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan among the smaller filed plans by assets

Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan vs every filed plan by assets

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

$1,139,658 25th percentile higher than 25% 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

Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan reported net income rose from $212K in the plan year 2022 filing to $347K in the plan year 2023 filing.
  • Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan end-of-year assets rose from $793K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan reported participants rose from 33 in the plan year 2022 filing to 35 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 841433992 · Rosenberg, Cooley, Metcalf, L.C. PY 2023 · Defined Benefit (Pension)

Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan · $1M · 35 · 25th

  • 5500 $1M
  • ASSETS 35
  • PCT 25th
  • EIN Defined Benefit (Pension)
  • RANK near Holdtight Solutions, Inc. Defined Benefit Pension Plan
  • PHOTO ind #3693

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 Utah →

Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan in the asset neighbourhood

Rosenberg, Cooley, Metcalf, L.C. Cash Balance PlanRosenberg, Cooley, Metcalf, …$1MHoldtight Solutions, Inc. Defined Benefit Pension PlanHoldtight Solutions, Inc. De…$1MKinetic Composites, Inc. Defined Benefit Pension PlanKinetic Composites, Inc. Def…$1MCatawba Pediatric Associates P.a. Defined Benefit Pension PlanCatawba Pediatric Associates…$1MJason Snibbe Md Medical Corp Defined Benefit Pension PlanJason Snibbe Md Medical Corp…$1M
End-of-year total assets ($M) among Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Rosenberg, Cooley, Metcalf, L.C. years around the 2023 move

Sponsor-wide plan assets over time

All Rosenberg, Cooley, Metcalf, L.C. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M$1.5M 202220232024 $0.79M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 33 $793K
2023 1 35 $1M
2024 1 49 N/A

2023 asset-move particulars

Total Assets (Beginning of Year)$793K
Net Assets (End of Year)$1M
Net Income$347K
Employer EIN841433992
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Utah

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

Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -20246810 Total assets ($B) Participants Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan, Total assets ($B): 0.001139658 · Participants: 35Rosenberg, Cooley, Metcalf, L.C. Cash Balance PlanDeseret Mutual Master Retirement Plan, Total assets ($B): 7.736829103 · Participants: 11210Deseret Mutual Master Retirement PlanIntermountain Healthcare Pension Plan, Total assets ($B): 3.209613 · Participants: 28140Intermountain Healthcare Pension PlanRio Tinto America Inc. Retirement Plan, Total assets ($B): 0.97177716 · Participants: 1644Rio Tinto America Inc. Retirement PlanAmerica First Credit Union Pension Plan, Total assets ($B): 0.547334141 · Participants: 2464America First Credit Union Pension PlanRetail Food Employers & Ufcw Local 711 Pension, Total assets ($B): 0.3554572 · Participants: 8448Retail Food Employers & Ufcw Local 711 Pension
Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Utah, assets vs. participants
Compare Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan side-by-side with 3 peers →

Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Utah, the nearest Defined Benefit (Pension) by assets is Holdtight Solutions, Inc. Defined Benefit Pension Plan in TX ($1M); by covered participants it is Pension Plan for Salaried Employees of Timber Products Company & Affiliates in OR (35 participants). Same-state nearby plans are listed separately above.

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 Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan assets move in 2023? ▼
Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan surged - up 43.8% during 2023, from $793K to $1M. Reported net income was $347K.
Where does Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Holdtight Solutions, Inc. Defined Benefit Pension Plan in TX ($1M, 1 participant).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Salaried Employees of Timber Products Company & Affiliates in OR (35 participants, $22M 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 841433992.

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.