Money Purchase · DOL Form 5500 · 2024
Carl Rose & Sons, Inc. Money Purchase Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 62
- Participants Small participant base
Official DOL plan name: Carl Rose & Sons, Inc. Money Purchase Pension Plan · Sponsored by Carl Rose & Sons, Inc. · North Carolina · Construction
N/A in assets, 62 participants
Carl Rose & Sons, Inc.'s Carl Rose & Sons, Inc. Money Purchase Pension Plan reported N/A in total assets and 62 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
Carl Rose & Sons, Inc. Money Purchase Pension Plan holds N/A for 62 participants.
- -$6K
- reported net income
The plan reported a net loss of $6K 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 smaller filed plans by headcount
Plan-year 2024 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 (62 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Carl Rose & Sons, Inc. Money Purchase Pension Plan reported net income rose from -$3M in the plan year 2023 filing to -$6K in the plan year 2024 filing.
- Carl Rose & Sons, Inc. Money Purchase Pension Plan reported participants fell from 63 in the plan year 2023 filing to 62 in the plan year 2024 filing.
DOL schedule card
Filing strip 560797427 · Carl Rose & Sons, Inc. PY 2024 · Money Purchase
Carl Rose & Sons, Inc. Money Purchase Pension Plan · N/A · 62
- IND N/A
- EOY 62
- 5500 PY 2024
- ASSETS Money Purchase
- PCT near Indiana Historical Society Defined Contribution Retirement Plan
- EIN -$6K
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 →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $6K |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$6K |
| Employer EIN | 560797427 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Carl Rose & Sons, Inc.)
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 |
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 $522M · 1,997
- Fhi 360 Employees' Pension Plan $258M · 1,192
- New England Life Insurance Company Agents' Retirement Plan and Trust $85M · N/A
- Carteret County General Hospital Money Purchase Pension Plan $58M · 905
- Goodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan $23M · 663
Carl Rose & Sons, Inc. Money Purchase Pension Plan's closest out-of-state Money Purchase peers by headcount
Outside North Carolina, the nearest Money Purchase by covered participants is Indiana Historical Society Defined Contribution Retirement Plan in IN (62 participants; this filing: 62 participants).
Similar participant headcount
Nearest other-state filings by covered participants (62 participants); asset peers above are excluded.
- Indiana Historical Society Defined Contribution Retirement Plan (IN) 62 · 0 off
- Emmett L. Goodman, Jr. Profit Sharing Trust (GA) 62 · 0 off
- University of Maryland Psychiatry Associates, P.a. Money Purchase Plan and Trust (MD) 62 · 0 off
- University of Maryland Surgical Associates, P.a. Pension Plan (MD) 63 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.