Money Purchase · DOL Form 5500 · 2023
Carl Rose & Sons, Inc. Money Purchase Plan
Data updated 2026-08-25
- $6K
- Total assets Small plan by assets
- 63
- Participants Small participant base
- 1st
- Percentile by assets National rank
- $97
- Avg per participant Low balance/head
Official DOL plan name: Carl Rose & Sons, Inc. Money Purchase Pension Plan · Sponsored by Carl Rose & Sons, Inc. · North Carolina · Construction
$6K in assets, 63 participants
Carl Rose & Sons, Inc.'s Carl Rose & Sons, Inc. Money Purchase Pension Plan reported $6K in total assets and 63 participants in its 2023 DOL Form 5500 filing, ranking in the 1st 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.
- #96 in Construction (9,030 peers)
2023 asset change
Carl Rose & Sons, Inc. Money Purchase Pension Plan contracted severely 99.8% in 2023 ($3M → $6K) for 63 participants.
- #96
- in Construction (9,030 peers)
- -99.8%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Carl Rose & Sons, Inc. Money Purchase Pension Plan among the smaller filed plans by assets
Carl Rose & Sons, Inc. Money Purchase Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,131 1st percentile higher than 1% 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
Carl Rose & Sons, Inc. Money Purchase Pension Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Carl Rose & Sons, Inc. Money Purchase Pension Plan is a small filing (63 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Carl Rose & Sons, Inc. Money Purchase Pension Plan reported net income fell from -$395K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Carl Rose & Sons, Inc. Money Purchase Pension Plan end-of-year assets fell from $3M in the plan year 2022 filing to $6K in the plan year 2023 filing.
- Carl Rose & Sons, Inc. Money Purchase Pension Plan reported participants fell from 72 in the plan year 2022 filing to 63 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 560797427 · Carl Rose & Sons, Inc. PY 2023 · Money Purchase
Carl Rose & Sons, Inc. Money Purchase Pension Plan · $6K · 63 · 1st
- EOY $6K
- EOY 63
- EOY 1st
- EOY Money Purchase
- EOY near PROBUSGAILILEEY16T24
- EOY ind #96
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 Construction retirement plans → · Plans in North Carolina →
Carl Rose & Sons, Inc. Money Purchase Pension Plan in the asset neighbourhood
Carl Rose & Sons, Inc. years around the 2023 move
Sponsor-wide plan assets over time
All Carl Rose & Sons, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 72 | $3M |
| 2023 | 1 | 63 | $6K |
| 2024 | 1 | 62 | N/A |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $6K |
| Net Income | -$3M |
| Employer EIN | 560797427 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
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
Carl Rose & Sons, Inc. Money Purchase Pension Plan's out-of-state Money Purchase peers by assets and headcount
Outside North Carolina, the nearest Money Purchase by assets is PROBUSGAILILEEY16T24 in ($5K); by covered participants it is Mbia Inc. Employees Pension Plan in NY (64 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6K here).
- PROBUSGAILILEEY16T24 () $5K · 8
- Carlos Caceres Roure, Md Retirement Plan (PR) $8K · 2
- Thinfilms Inc. Pension Plan (NJ) $4K · N/A
- Blake Money Purchase Pension Plan (MA) $4K · 2
Similar participant headcount
Nearest other-state filings by covered participants (63 participants); asset peers above are excluded.
- Mbia Inc. Employees Pension Plan (NY) 64 · 1 off
- Gtcr Retirement Plan (IL) 62 · 1 off
- Pvs Chemical Solutions Money Purchase Pension Plan (MI) 62 · 1 off
- Police Athletic League, Inc. Money Purchase Plan (NY) 62 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.