Defined Benefit (Pension) · DOL Form 5500 · 2023

Rose Associates, Inc. Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
26
Participants Small participant base
78th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Rose Associates, Inc. Pension Trust · Sponsored by Rose Associates, Inc. · New York · Real Estate

$28M in assets, 26 participants

Rose Associates, Inc.'s Rose Associates, Inc. Pension Trust reported $28M in total assets and 26 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #4,269 in Real Estate (4,727 peers)

Where Rose Associates, Inc. Pension Trust sits by assets

Rose Associates, Inc. Pension Trust sits in the top quartile of all filed plans by assets, $28M for 26 participants (~$1.1M/participant), up 5.5% in 2023.

#4,269
in Real Estate (4,727 peers)
+5.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rose Associates, Inc. Pension Trust's outsized position by total assets

Rose Associates, Inc. Pension Trust vs every filed plan by assets

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

$28,048,937 Top 22% higher than 78% 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

Rose Associates, Inc. Pension 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. Rose Associates, Inc. Pension Trust is a small filing (26 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rose Associates, Inc. Pension Trust reported net income rose from -$7M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Rose Associates, Inc. Pension Trust reported participants fell from 28 in the plan year 2022 filing to 26 in the plan year 2023 filing.
  • Rose Associates, Inc. Pension Trust end-of-year assets rose from $27M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 132796845 · Rose Associates, Inc. PY 2023 · Defined Benefit (Pension)

Rose Associates, Inc. Pension Trust · $28M · 26 · 78th

  • PCT $28M
  • PCT 26
  • PCT 78th
  • PCT Defined Benefit (Pension)
  • PCT near Uno-Ven Retirement Plan
  • PCT ind #4269

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 New York →

Rose Associates, Inc. Pension Trust in the asset neighbourhood

Encyclopaedia Britannica Pension PlanEncyclopaedia Britannica Pen…$28MUno-Ven Retirement Plan$28MRose Associates, Inc. Pension TrustRose Associates, Inc. Pensio…$28MLucky Friday Pension Plan$28MNwi Nashville, LLC Pension PlanNwi Nashville, LLC Pension P…$28M
End-of-year total assets ($M) among Rose Associates, Inc. Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$28M
Net Income$1M
Employer EIN132796845
Plan Effective Date1957-06-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Rose Associates, Inc.)

Sponsor-wide plan assets over time

All Rose Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 21.91501142300451% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $46.1M $56.2M ▲ +21.9%
Year Plans Participants Total Assets
2022 2 255 $46M
2023 2 287 $52M
2024 2 328 $56M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Rose Associates, Inc. Pension Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Rose Associates, Inc. Pension Trust, Total assets ($B): 0.028048937 · Participants: 26Rose Associates, Inc. Pension TrustIBM Personal Pension Plan, Total assets ($B): 24.955758896 · Participants: 14881IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 16.184377155 · Participants: 10779Consolidated Edison Retirement Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.16620463 · Participants: 1075821199seiu Health Care Employees Pension FundPfizer Consolidated Pension Plan, Total assets ($B): 10.955262618 · Participants: 9616Pfizer Consolidated Pension PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.599669 · Participants: 12289Pepsico Employees Retirement Plan I
Rose Associates, Inc. Pension Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Rose Associates, Inc. Pension Trust side-by-side with 3 peers →

Rose Associates, Inc. Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Uno-Ven Retirement Plan in TX ($28M); by covered participants it is Paulo Products Company Employees' Pension Plan in MO (26 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (26 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 Rose Associates, Inc. Pension Trust assets move in 2023? ▼
Rose Associates, Inc. Pension Trust grew at a solid clip - up 5.5% during 2023, from $27M to $28M. Reported net income was $1M.
How have Rose Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rose Associates, Inc.'s sponsor-wide assets grew 21.9%, from $46M to $56M.
Where does Rose Associates, Inc. Pension Trust rank by assets among Form 5500 filers? ▼
Rose Associates, Inc. Pension Trust ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Rose Associates, Inc. Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Uno-Ven Retirement Plan in TX ($28M, 43 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rose Associates, Inc. Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Paulo Products Company Employees' Pension Plan in MO (26 participants, $6M 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 132796845.

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.