Profit Sharing · DOL Form 5500 · 2023

Barbara L. Rosen Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
35th
Percentile by assets National rank
$956,321
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Barbara Rosen Keogh Plan Profit Sharing Plan · Sponsored by Barbara L. Rosen · New York · Healthcare & Social Assistance

$3M in assets, 3 participants

Barbara L. Rosen's Barbara Rosen Keogh Plan Profit Sharing Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 35th 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.

  • #6,329 in Healthcare & Social Assistance (17,684 peers)

Barbara L. Rosen multi-year trail

Barbara L. Rosen's plans moved +24.8% in assets from 2022 to 2024; this filing shows Barbara Rosen Keogh Plan Profit Sharing Plan at $3M / 3 participants.

#6,329
in Healthcare & Social Assistance (17,684 peers)
+13.2%
assets growth YoY

Barbara Rosen Keogh Plan Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Barbara Rosen Keogh Plan Profit Sharing Plan vs every filed plan by assets

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

$2,868,963 35th percentile higher than 35% 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

Barbara Rosen Keogh Plan 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. Barbara Rosen Keogh Plan Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Barbara Rosen Keogh Plan Profit Sharing Plan reported net income rose from -$341K in the plan year 2022 filing to $335K in the plan year 2023 filing.
  • Barbara Rosen Keogh Plan Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 112769722 · Barbara L. Rosen PY 2023 · Profit Sharing

Barbara Rosen Keogh Plan Profit Sharing Plan · $3M · 3 · 35th

  • PHOTO $3M
  • PHOTO 3
  • PHOTO 35th
  • PHOTO Profit Sharing
  • PHOTO near Diversified Mortgage Co. Retirement Plan
  • PHOTO ind #6329

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 New York →

Barbara Rosen Keogh Plan Profit Sharing Plan in the asset neighbourhood

Barbara Rosen Keogh Plan Profit Sharing PlanBarbara Rosen Keogh Plan Pro…$3MDiversified Mortgage Co. Retirement PlanDiversified Mortgage Co. Ret…$3MChattanooga Neurology & Headache Center Profit Sharing PlanChattanooga Neurology & Head…$3MProfit-Sharing Plan of Business Research & Econometrics, Inc.Profit-Sharing Plan of Busin…$3MJonathan J. Leichtling, M.D. Profit Sharing PlanJonathan J. Leichtling, M.D.…$3M
End-of-year total assets ($M) among Barbara Rosen Keogh Plan Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Barbara L. Rosen multi-year asset trail

Sponsor-wide plan assets over time

All Barbara L. Rosen plans reported in each filing year

Latest sponsor-wide plan assets
$3M 24.76599882861279% vs 2022
2024 filing year
$2.4M$2.6M$2.8M$3M$3.2M$3.4M 202220232024 $2.53M $3.16M ▲ +24.9%
Year Plans Participants Total Assets
2022 1 3 $3M
2023 1 3 $3M
2024 1 3 $3M

Barbara L. Rosen filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$335K
Employer EIN112769722
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New York

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

Barbara Rosen Keogh Plan Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Barbara Rosen Keogh Plan Profit Sharing Plan, Total assets ($B): 0.002868963 · Participants: 3Barbara Rosen Keogh Plan Profit Sharing PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Barbara Rosen Keogh Plan Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Barbara Rosen Keogh Plan Profit Sharing Plan side-by-side with 3 peers →

Barbara Rosen Keogh Plan Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Diversified Mortgage Co. Retirement Plan in CA ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Barbara Rosen Keogh Plan Profit Sharing Plan assets move in 2023? ▼
Barbara Rosen Keogh Plan Profit Sharing Plan grew at a solid clip - up 13.2% during 2023, from $3M to $3M. Reported net income was $335K.
How have Barbara L. Rosen plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Barbara L. Rosen's sponsor-wide assets grew 24.8%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Barbara Rosen Keogh Plan Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Diversified Mortgage Co. Retirement Plan in CA ($3M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Barbara Rosen Keogh Plan Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 112769722.

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.