401(k) · DOL Form 5500 · 2023

Horovitz, Rudoy & Roteman LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
45
Participants Small participant base
71st
Percentile by assets National rank
$401,988
Avg per participant High balance/head
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Official DOL plan name: Horovitz Rudoy & Roteman Profit Sharing Plan · Sponsored by Horovitz, Rudoy & Roteman LLC · Pennsylvania · Professional & Technical Services

$18M in assets, 45 participants

Horovitz, Rudoy & Roteman LLC's Horovitz Rudoy & Roteman Profit Sharing Plan reported $18M in total assets and 45 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.

  • #14,288 in Professional & Technical Services (20,321 peers)

Horovitz, Rudoy & Roteman LLC multi-year trail

Horovitz, Rudoy & Roteman LLC's plans moved +31.9% in assets from 2022 to 2024; this filing shows Horovitz Rudoy & Roteman Profit Sharing Plan at $18M / 45 participants.

#14,288
in Professional & Technical Services (20,321 peers)
+15.4%
assets growth YoY

Horovitz Rudoy & Roteman Profit Sharing Plan's outsized position by total assets

Horovitz Rudoy & Roteman Profit Sharing Plan vs every filed plan by assets

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

$18,089,460 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

Horovitz Rudoy & Roteman Profit Sharing 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. Horovitz Rudoy & Roteman Profit Sharing Plan is a small filing (45 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Horovitz Rudoy & Roteman Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Horovitz Rudoy & Roteman Profit Sharing Plan end-of-year assets rose from $16M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Horovitz Rudoy & Roteman Profit Sharing Plan reported participants fell from 49 in the plan year 2022 filing to 45 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 251031723 · Horovitz, Rudoy & Roteman LLC PY 2023 · 401(k)

Horovitz Rudoy & Roteman Profit Sharing Plan · $18M · 45 · 71st

  • VS-ST $18M
  • VS-ST 45
  • VS-ST 71st
  • VS-ST 401(k)
  • VS-ST near Critical Care Services, Inc. 401(k) Plan
  • VS-ST ind #14288

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 Pennsylvania →

Horovitz Rudoy & Roteman Profit Sharing Plan in the asset neighbourhood

Horovitz Rudoy & Roteman Profit Sharing PlanHorovitz Rudoy & Roteman Pro…$18MCritical Care Services, Inc. 401(k) PlanCritical Care Services, Inc.…$18MGrandvision USA Retail Holding Corporation 401(k) PlanGrandvision USA Retail Holdi…$18MSigourney Tractor & Implement Co. L.C. Retirement Savings PlanSigourney Tractor & Implemen…$18MInnotec Employee 401(k) Profit Sharing PlanInnotec Employee 401(k) Prof…$18M
End-of-year total assets ($M) among Horovitz Rudoy & Roteman Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Horovitz, Rudoy & Roteman LLC multi-year asset trail

Sponsor-wide plan assets over time

All Horovitz, Rudoy & Roteman LLC plans reported in each filing year

Latest sponsor-wide plan assets
$21M 31.9241497988659% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.7M $20.7M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 49 $16M
2023 1 45 $18M
2024 1 42 $21M

Horovitz, Rudoy & Roteman LLC filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$18M
Net Income$2M
Employer EIN251031723
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Horovitz Rudoy & Roteman Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Horovitz Rudoy & Roteman Profit Sharing Plan, Total assets ($B): 0.01808946 · Participants: 45Horovitz Rudoy & Roteman Profit Sharing PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Horovitz Rudoy & Roteman Profit Sharing Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Horovitz Rudoy & Roteman Profit Sharing Plan side-by-side with 3 peers →

Horovitz Rudoy & Roteman Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Critical Care Services, Inc. 401(k) Plan in MN ($18M); by covered participants it is First National Financial Services 401(k) Plan in MN (45 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (45 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 Horovitz Rudoy & Roteman Profit Sharing Plan assets move in 2023? ▼
Horovitz Rudoy & Roteman Profit Sharing Plan grew sharply - up 15.4% during 2023, from $16M to $18M. Reported net income was $2M.
How have Horovitz, Rudoy & Roteman LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Horovitz, Rudoy & Roteman LLC's sponsor-wide assets grew 31.9%, from $16M to $21M.
Which 401(k) plans are similar in size to Horovitz Rudoy & Roteman Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Critical Care Services, Inc. 401(k) Plan in MN ($18M, 264 participants).
Which 401(k) plans cover a similar participant headcount to Horovitz Rudoy & Roteman Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First National Financial Services 401(k) Plan in MN (45 participants, $7M 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 251031723.

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.