401(k) · DOL Form 5500 · 2023

Roosevelt, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
224
Participants Below avg headcount
67th
Percentile by assets National rank
$65,029
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Philadelphia Management Co. 401(k) Plan · Sponsored by Roosevelt, Inc. · Pennsylvania · Real Estate

$15M in assets, 224 participants

Roosevelt, Inc.'s Philadelphia Management Co. 401(k) Plan reported $15M in total assets and 224 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,884 in Real Estate (4,727 peers)

Coverage in Pennsylvania

Philadelphia Management Co. 401(k) Plan covers 224 participants in Pennsylvania, about 27% of the average Pennsylvania filer (state average ~822 per filing). Assets: $15M.

#3,884
in Real Estate (4,727 peers)
+3.1%
assets growth YoY

Philadelphia Management Co. 401(k) Plan's outsized position by total assets

Philadelphia Management Co. 401(k) Plan vs every filed plan by assets

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

$14,566,475 Top 33% higher than 67% 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

Philadelphia Management Co. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Philadelphia Management Co. 401(k) Plan sits mid-pack in the medium band (224 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Philadelphia Management Co. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $441K in the plan year 2023 filing.
  • Philadelphia Management Co. 401(k) Plan reported participants rose from 204 in the plan year 2022 filing to 224 in the plan year 2023 filing.
  • Philadelphia Management Co. 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 232321666 · Roosevelt, Inc. PY 2023 · 401(k)

Philadelphia Management Co. 401(k) Plan · $15M · 224 · 67th

  • RANK $15M
  • PHOTO 224
  • IND 67th
  • EOY 401(k)
  • 5500 near Adaptec Solutions 401(k) Plan
  • ASSETS ind #3884

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 Real Estate retirement plans → · Plans in Pennsylvania →

Philadelphia Management Co. 401(k) Plan in the asset neighbourhood

Philadelphia Management Co. 401(k) PlanPhiladelphia Management Co. …$15MAdaptec Solutions 401(k) Plan$15MStarry, Inc. 401(k) Retirement PlanStarry, Inc. 401(k) Retireme…$15M401(k) Retirement Savings Plan of Maui Divers of Hawaii, Ltd.401(k) Retirement Savings Pl…$15MSmith Bagley, Inc. Dba Cellular One 401(k) PlanSmith Bagley, Inc. Dba Cellu…$15M
End-of-year total assets ($M) among Philadelphia Management Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$441K
Employer EIN232321666
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roosevelt, Inc.)

Sponsor-wide plan assets over time

All Roosevelt, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 11.60429078798991% vs 2022
2024 filing year
$13.5M$14M$14.5M$15M$15.5M$16M 202220232024 $14.1M $15.8M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 204 $14M
2023 1 224 $15M
2024 1 246 $16M

Nearby 401(k) Plans in Pennsylvania

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

Philadelphia Management Co. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Philadelphia Management Co. 401(k) Plan, Total assets ($B): 0.014566475 · Participants: 224Philadelphia Management Co. 401(k) 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
Philadelphia Management Co. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Philadelphia Management Co. 401(k) Plan side-by-side with 3 peers →

Philadelphia Management Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Adaptec Solutions 401(k) Plan in NY ($15M); by covered participants it is Egomotion Corp. 401(k) Plan in CA (224 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (224 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 Philadelphia Management Co. 401(k) Plan assets move in 2023? ▼
Philadelphia Management Co. 401(k) Plan edged up modestly - up 3.1% during 2023, from $14M to $15M. Reported net income was $441K.
How have Roosevelt, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roosevelt, Inc.'s sponsor-wide assets grew 11.6%, from $14M to $16M.
Which 401(k) plans are similar in size to Philadelphia Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Adaptec Solutions 401(k) Plan in NY ($15M, 339 participants).
Which 401(k) plans cover a similar participant headcount to Philadelphia Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Egomotion Corp. 401(k) Plan in CA (224 participants, $4M 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 232321666.

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.