401(k) · DOL Form 5500 · 2023

The Board of Directors of the Rouse Estate 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
298
Participants Below avg headcount
51st
Percentile by assets National rank
$23,735
Avg per participant Low balance/head
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Official DOL plan name: Rouse Estate 403(b) Retirement Plan · Sponsored by The Board of Directors of the Rouse Estate · Pennsylvania · Healthcare & Social Assistance

$7M in assets, 298 participants

The Board of Directors of the Rouse Estate's Rouse Estate 403(b) Retirement Plan reported $7M in total assets and 298 participants in its 2023 DOL Form 5500 filing, ranking in the 51st 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.

  • #10,003 in Healthcare & Social Assistance (17,684 peers)

Coverage in Pennsylvania

Rouse Estate 403(b) Retirement Plan covers 298 participants in Pennsylvania, about 36% of the average Pennsylvania filer (state average ~822 per filing). Assets: $7M.

#10,003
in Healthcare & Social Assistance (17,684 peers)
+2.9%
assets growth YoY

Rouse Estate 403(b) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Rouse Estate 403(b) Retirement Plan vs every filed plan by assets

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

$7,072,902 Top 49% higher than 51% 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

Rouse Estate 403(b) Retirement 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. Rouse Estate 403(b) Retirement Plan sits mid-pack in the medium band (298 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rouse Estate 403(b) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $199K in the plan year 2023 filing.
  • Rouse Estate 403(b) Retirement Plan reported participants fell from 338 in the plan year 2022 filing to 298 in the plan year 2023 filing.
  • Rouse Estate 403(b) Retirement Plan end-of-year assets rose from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 256002687 · The Board of Directors of the Rouse Estate PY 2023 · 401(k)

Rouse Estate 403(b) Retirement Plan · $7M · 298 · 51st

  • IND $7M
  • EOY 298
  • 5500 51st
  • ASSETS 401(k)
  • PCT near Evergreen Recycling, LLC 401(k) Plan
  • EIN ind #10003

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 Pennsylvania →

Rouse Estate 403(b) Retirement Plan in the asset neighbourhood

Rouse Estate 403(b) Retirement PlanRouse Estate 403(b) Retireme…$7MEvergreen Recycling, LLC 401(k) PlanEvergreen Recycling, LLC 401…$7MMaginnis & Carey Profit Sharing & 401(k) PlanMaginnis & Carey Profit Shar…$7MPower Standards Lab 401(k) PlanPower Standards Lab 401(k) P…$7MEarthquakes Soccer LLC 401(k) PlanEarthquakes Soccer LLC 401(k…$7M
End-of-year total assets ($M) among Rouse Estate 403(b) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income$199K
Employer EIN256002687
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Board of Directors of the Rouse Estate)

Sponsor-wide plan assets over time

All The Board of Directors of the Rouse Estate plans reported in each filing year

Latest sponsor-wide plan assets
$7M 4.31013865135704% vs 2022
2024 filing year
$6.4M$6.6M$6.8M$7M$7.2M 202220232024 $6.87M $6.58M ▼ -4.2%
Year Plans Participants Total Assets
2022 1 338 $7M
2023 1 298 $7M
2024 1 331 $7M

Nearby 401(k) Plans in Pennsylvania

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

Rouse Estate 403(b) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Rouse Estate 403(b) Retirement Plan, Total assets ($B): 0.007072902 · Participants: 298Rouse Estate 403(b) Retirement 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
Rouse Estate 403(b) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Rouse Estate 403(b) Retirement Plan side-by-side with 3 peers →

Rouse Estate 403(b) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Evergreen Recycling, LLC 401(k) Plan in TX ($7M); by covered participants it is Silvertip Completion Services in TX (298 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($7M here).

Similar participant headcount

Nearest other-state filings by covered participants (298 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 Rouse Estate 403(b) Retirement Plan assets move in 2023? ▼
Rouse Estate 403(b) Retirement Plan edged up modestly - up 2.9% during 2023, from $7M to $7M. Reported net income was $199K.
How have The Board of Directors of the Rouse Estate plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Board of Directors of the Rouse Estate's sponsor-wide assets declined 4.3%, from $7M to $7M.
Which 401(k) plans are similar in size to Rouse Estate 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Evergreen Recycling, LLC 401(k) Plan in TX ($7M, 304 participants).
Which 401(k) plans cover a similar participant headcount to Rouse Estate 403(b) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Silvertip Completion Services in TX (298 participants, N/A 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 256002687.

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.