401(k) · DOL Form 5500 · 2023

Gust Rosenfeld P.L.C. 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
90
Participants Small participant base
83rd
Percentile by assets National rank
$440,522
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Gust Rosenfeld P. L. C. Retirement Plan · Sponsored by Gust Rosenfeld P.L.C. · Arizona · Professional & Technical Services

$40M in assets, 90 participants

Gust Rosenfeld P.L.C.'s Gust Rosenfeld P. L. C. Retirement Plan reported $40M in total assets and 90 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #17,007 in Professional & Technical Services (20,321 peers)

Where Gust Rosenfeld P. L. C. Retirement Plan sits by assets

Gust Rosenfeld P. L. C. Retirement Plan sits in the top quartile of all filed plans by assets, $40M for 90 participants (~$440,522/participant), up 16.3% in 2023.

#17,007
in Professional & Technical Services (20,321 peers)
+16.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Gust Rosenfeld P. L. C. Retirement Plan's outsized position by total assets

Gust Rosenfeld P. L. C. Retirement Plan vs every filed plan by assets

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

$39,646,973 Top 17% higher than 83% 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

Gust Rosenfeld P. L. C. Retirement 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. Gust Rosenfeld P. L. C. Retirement Plan is a small filing (90 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gust Rosenfeld P. L. C. Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Gust Rosenfeld P. L. C. Retirement Plan end-of-year assets rose from $34M in the plan year 2022 filing to $40M in the plan year 2023 filing.
  • Gust Rosenfeld P. L. C. Retirement Plan reported participants fell from 100 in the plan year 2022 filing to 90 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 860688020 · Gust Rosenfeld P.L.C. PY 2023 · 401(k)

Gust Rosenfeld P. L. C. Retirement Plan · $40M · 90 · 83rd

  • EIN $40M
  • RANK 90
  • PHOTO 83rd
  • IND 401(k)
  • EOY near Arapahoe Motors, Inc. Dba Ralph Schomp Honda, Inc. 401(k) Plan
  • 5500 ind #17007

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 Arizona →

Gust Rosenfeld P. L. C. Retirement Plan in the asset neighbourhood

Gust Rosenfeld P. L. C. Retirement PlanGust Rosenfeld P. L. C. Reti…$40MArapahoe Motors, Inc. Dba Ralph Schomp Honda, Inc. 401(k) PlanArapahoe Motors, Inc. Dba Ra…$40MWestell Technologies, Inc. and Subsidiaries 401(k) PlanWestell Technologies, Inc. a…$40MLapp Holding NA, Inc. 401(k) PlanLapp Holding NA, Inc. 401(k)…$40MBarlow Respiratory Hospital 401(k) Retirement PlanBarlow Respiratory Hospital …$40M
End-of-year total assets ($M) among Gust Rosenfeld P. L. C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$40M
Net Income$6M
Employer EIN860688020
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gust Rosenfeld P.L.C.)

Sponsor-wide plan assets over time

All Gust Rosenfeld P.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 27.27572282978533% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.1M $43.4M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 100 $34M
2023 1 90 $40M
2024 1 95 $43M

Nearby 401(k) Plans in Arizona

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

Gust Rosenfeld P. L. C. Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Gust Rosenfeld P. L. C. Retirement Plan, Total assets ($B): 0.039646973 · Participants: 90Gust Rosenfeld P. L. C. Retirement PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Gust Rosenfeld P. L. C. Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Gust Rosenfeld P. L. C. Retirement Plan side-by-side with 3 peers →

Gust Rosenfeld P. L. C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Arapahoe Motors, Inc. Dba Ralph Schomp Honda, Inc. 401(k) Plan in CO ($40M); by covered participants it is International Marine Products Retirement Plan in CA (90 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (90 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 Gust Rosenfeld P. L. C. Retirement Plan assets move in 2023? ▼
Gust Rosenfeld P. L. C. Retirement Plan grew sharply - up 16.3% during 2023, from $34M to $40M. Reported net income was $6M.
How have Gust Rosenfeld P.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gust Rosenfeld P.L.C.'s sponsor-wide assets grew 27.3%, from $34M to $43M.
Where does Gust Rosenfeld P. L. C. Retirement Plan rank by assets among Form 5500 filers? ▼
Gust Rosenfeld P. L. C. Retirement Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Gust Rosenfeld P. L. C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arapahoe Motors, Inc. Dba Ralph Schomp Honda, Inc. 401(k) Plan in CO ($40M, 1,133 participants).
Which 401(k) plans cover a similar participant headcount to Gust Rosenfeld P. L. C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is International Marine Products Retirement Plan in CA (90 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 860688020.

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.