401(k) · DOL Form 5500 · 2023

Three Rose III Corp. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
12
Participants Small participant base
71st
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Three Rose III Corp. Pension Plan · Sponsored by Three Rose III Corp. · New York · Finance & Insurance

$19M in assets, 12 participants

Three Rose III Corp.'s Three Rose III Corp. Pension Plan reported $19M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #5,107 in Finance & Insurance (8,869 peers)

Three Rose III Corp. multi-year trail

Three Rose III Corp.'s plans moved +56.5% in assets from 2022 to 2024; this filing shows Three Rose III Corp. Pension Plan at $19M / 12 participants.

#5,107
in Finance & Insurance (8,869 peers)
+36.3%
assets growth YoY

Three Rose III Corp. Pension Plan's outsized position by total assets

Three Rose III Corp. Pension Plan vs every filed plan by assets

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

$18,643,560 Top 29% higher than 71% 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

Three Rose III Corp. Pension 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. Three Rose III Corp. Pension Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Three Rose III Corp. Pension Plan reported net income rose from -$1M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Three Rose III Corp. Pension Plan end-of-year assets rose from $14M in the plan year 2022 filing to $19M in the plan year 2023 filing.
  • Three Rose III Corp. Pension Plan reported participants rose from 9 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 112917205 · Three Rose III Corp. PY 2023 · 401(k)

Three Rose III Corp. Pension Plan · $19M · 12 · 71st

  • VS-ST $19M
  • VS-ST 12
  • VS-ST 71st
  • VS-ST 401(k)
  • VS-ST near Rave Financial 401(k) Profit Sharing Plan
  • VS-ST ind #5107

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 Finance & Insurance retirement plans → · Plans in New York →

Three Rose III Corp. Pension Plan in the asset neighbourhood

Direct Response Insurance Administrative Services, Inc. Profit Sharing 401(k) Plan & TrustDirect Response Insurance Ad…$19MThree Rose III Corp. Pension PlanThree Rose III Corp. Pension…$19MRave Financial 401(k) Profit Sharing PlanRave Financial 401(k) Profit…$19MHome Franchise Concepts Retirement Savings PlanHome Franchise Concepts Reti…$19MCommon Sense Media 401(k) PlanCommon Sense Media 401(k) Pl…$19M
End-of-year total assets ($M) among Three Rose III Corp. Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Three Rose III Corp. multi-year asset trail

Sponsor-wide plan assets over time

All Three Rose III Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 56.53256221279771% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.7M $21.4M ▲ +56.5%
Year Plans Participants Total Assets
2022 1 9 $14M
2023 1 12 $19M
2024 1 14 $21M

Three Rose III Corp. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$19M
Net Income$5M
Employer EIN112917205
Plan Effective Date1988-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Three Rose III Corp. Pension Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Three Rose III Corp. Pension Plan, Total assets ($B): 0.01864356 · Participants: 12Three Rose III Corp. Pension PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Three Rose III Corp. Pension Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Three Rose III Corp. Pension Plan side-by-side with 3 peers →

Three Rose III Corp. Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Rave Financial 401(k) Profit Sharing Plan in TX ($19M); by covered participants it is Maryland Home Care Solutions Retirement Plan in MD (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Three Rose III Corp. Pension Plan assets move in 2023? ▼
Three Rose III Corp. Pension Plan surged - up 36.3% during 2023, from $14M to $19M. Reported net income was $5M.
How have Three Rose III Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Three Rose III Corp.'s sponsor-wide assets grew 56.5%, from $14M to $21M.
Which 401(k) plans are similar in size to Three Rose III Corp. Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rave Financial 401(k) Profit Sharing Plan in TX ($19M, 269 participants).
Which 401(k) plans cover a similar participant headcount to Three Rose III Corp. Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Maryland Home Care Solutions Retirement Plan in MD (12 participants, $2M 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 112917205.

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.