Profit Sharing · DOL Form 5500 · 2023

Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
30th
Percentile by assets National rank
$986,868
Avg per participant High balance/head
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Official DOL plan name: Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan · Sponsored by Larry D. Rosenstein, a Professional Corporation · California · Professional & Technical Services

$2M in assets, 2 participants

Larry D. Rosenstein, a Professional Corporation's Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #5,326 in Professional & Technical Services (20,321 peers)

Larry D. Rosenstein, a Professional Corporation multi-year trail

Larry D. Rosenstein, a Professional Corporation's plans moved +40.7% in assets from 2022 to 2024; this filing shows Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan at $2M / 2 participants.

#5,326
in Professional & Technical Services (20,321 peers)
+20.0%
assets growth YoY

Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan among the smaller filed plans by assets

Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan vs every filed plan by assets

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

$1,973,735 30th percentile higher than 30% 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

Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan reported net income rose from -$275K in the plan year 2022 filing to $328K in the plan year 2023 filing.
  • Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan reported participants fell from 4 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 953565814 · Larry D. Rosenstein, a Professional Corporation PY 2023 · Profit Sharing

Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan · $2M · 2 · 30th

  • SCH $2M
  • EBSA 2
  • PART 30th
  • TYPE Profit Sharing
  • NET near Caliza Global Enterprises, Inc. Retirement Plan
  • BOOK ind #5326

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 California →

Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan in the asset neighbourhood

Hollow Metal Pension Fund Separate Benefit AccountHollow Metal Pension Fund Se…$2MLarry D. Rosenstein, a Professional Corporation Profit Sharing PlanLarry D. Rosenstein, a Profe…$2MCaliza Global Enterprises, Inc. Retirement PlanCaliza Global Enterprises, I…$2MSempraesto Inc. Profit Sharing PlanSempraesto Inc. Profit Shari…$2MTd Nash Enterprises Inc. Profit Sharing PlanTd Nash Enterprises Inc. Pro…$2M
End-of-year total assets ($M) among Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Larry D. Rosenstein, a Professional Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Larry D. Rosenstein, a Professional Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 40.656814889003414% vs 2022
2024 filing year
$1.4M$1.6M$1.8M$2M$2.2M$2.4M 202220232024 $1.65M $2.31M ▲ +40.0%
Year Plans Participants Total Assets
2022 1 4 $2M
2023 1 2 $2M
2024 1 2 $2M

Larry D. Rosenstein, a Professional Corporation filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$328K
Employer EIN953565814
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan, Total assets ($B): 0.001973735 · Participants: 2Larry D. Rosenstein, a Professional Corporation Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan side-by-side with 3 peers →

Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Caliza Global Enterprises, Inc. Retirement Plan in TX ($2M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan assets move in 2023? ▼
Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan grew sharply - up 20.0% during 2023, from $2M to $2M. Reported net income was $328K.
How have Larry D. Rosenstein, a Professional Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Larry D. Rosenstein, a Professional Corporation's sponsor-wide assets grew 40.7%, from $2M to $2M.
Which Profit Sharing plans are similar in size to Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Caliza Global Enterprises, Inc. Retirement Plan in TX ($2M, 51 participants).
Which Profit Sharing plans cover a similar participant headcount to Larry D. Rosenstein, a Professional Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 953565814.

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.