401(k) · DOL Form 5500 · 2023
La Rosa Del Monte Express New 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 95
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $19,583
- Avg per participant Low balance/head
Official DOL plan name: La Rosa Del Monte Express New 401(k) Profit Sharing Plan & Trust · Sponsored by La Rosa Del Monte Express New · New York · Transportation & Warehousing
$2M in assets, 95 participants
La Rosa Del Monte Express New's La Rosa Del Monte Express New 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 95 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.
- #982 in Transportation & Warehousing (3,362 peers)
La Rosa Del Monte Express New multi-year trail
La Rosa Del Monte Express New's plans moved -73.6% in assets from 2022 to 2023; this filing shows La Rosa Del Monte Express New 401(k) Profit Sharing Plan & Trust at $2M / 95 participants.
- #982
- in Transportation & Warehousing (3,362 peers)
- +8.4%
- assets growth YoY
La Rosa Del Monte Express New 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
La Rosa Del Monte Express New 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,860,357 30th percentile higher than 30% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
La Rosa Del Monte Express New 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. La Rosa Del Monte Express New 401(k) Profit Sharing Plan & Trust is a small filing (95 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- La Rosa Del Monte Express New 401(k) Profit Sharing Plan & Trust reported net income rose from -$640K in the plan year 2022 filing to $150K in the plan year 2023 filing.
- La Rosa Del Monte Express New 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- La Rosa Del Monte Express New 401(k) Profit Sharing Plan & Trust reported participants rose from 94 in the plan year 2022 filing to 95 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 134153590 · La Rosa Del Monte Express New PY 2023 · 401(k)
La Rosa Del Monte Express New 401(k) Profit Sharing Plan & Trust · $2M · 95 · 30th
- EBSA $2M
- PART 95
- TYPE 30th
- NET 401(k)
- BOOK near Tvns Ventures, Inc. 401(k) Profit Sharing Plan
- VS-ST ind #982
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 Transportation & Warehousing retirement plans → · Plans in New York →
La Rosa Del Monte Express New 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
La Rosa Del Monte Express New multi-year asset trail
Sponsor-wide plan assets over time
All La Rosa Del Monte Express New plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 73.58509667490246% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 459 | $7M |
| 2023 | 1 | 95 | $2M |
La Rosa Del Monte Express New filing trail (2023)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $150K |
| Employer EIN | 134153590 |
| Plan Effective Date | 2006-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401 (K) Plus Plan $57.4B · 54,912
- Pfizer Savings Plan $19.6B · 30,033
- Morgan Stanley 401(k) Plan $19.2B · 55,363
- The Pepsico Savings Plan $13.7B · 133,597
- The Goldman Sachs 401(k) Plan $11.4B · 24,866
La Rosa Del Monte Express New 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Tvns Ventures, Inc. 401(k) Profit Sharing Plan in OR ($2M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (95 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.