Carl Rose & Sons, Inc. Money Purchase Pension Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Carl Rose & Sons, Inc. · North Carolina · Construction
What the 2023 filing shows
Carl Rose & Sons, Inc. Money Purchase Pension Plan holds N/A for 63 participants.
- N/A
- total plan assets (2023 EOY)
- 63
- covered participants
What the Filing Says About Carl Rose & Sons, Inc. Money Purchase Pension Plan
Carl Rose & Sons, Inc. Money Purchase Pension Plan is a Money Purchase retirement plan sponsored by Carl Rose & Sons, Inc., headquartered in North Carolina. As of the 2023 Form 5500 filing, the plan reports N/A in total end-of-year assets and covers 63 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 560797427, and the plan has been effective since 1985-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2023 to N/A at year-end. Net assets (after liabilities) closed the year at N/A. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
| Total Assets (End of Year) | N/A |
| Net Assets (End of Year) | N/A |
| Plan Type | Money Purchase |
| Employer EIN | 560797427 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carl Rose & Sons, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | N/A |
| 2023 | 1 | 63 | N/A |
| 2024 | 1 | 62 | N/A |
Nearby Money Purchase Plans in North Carolina
Peer Money Purchase plans — same state, same plan type — ranked by total assets.
- Money Purchase Pension Plan of Wake Forest University Health Sciences $504M · 2,131
- Fhi 360 Employees' Pension Plan $231M · 1,409
- New England Life Insurance Company Agents' Retirement Plan and Trust $88M · N/A
- Oup USA Defined Contribution Retirement Plan $76M · 370
- Carteret County General Hospital Money Purchase Pension Plan $55M · 896
Related Data
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Frequently Asked Questions
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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 560797427.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.