Defined Benefit (Pension) · DOL Form 5500 · 2024

Rosemont Associates, LLC Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 2
Participants Small participant base: 56th
Percentile by assets National rank: $4.9M
Avg per participant High balance/head

Official DOL plan name: Rosemont Associates, LLC Defined Benefit Pension Plan · Sponsored by Rosemont Associates, LLC · Florida · Real Estate

$10M in assets, 2 participants

Rosemont Associates, LLC's Rosemont Associates, LLC Defined Benefit Pension Plan reported $10M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

#3,380 in Real Estate (4,605 peers)

2024 asset change

Rosemont Associates, LLC Defined Benefit Pension Plan grew at a solid clip 9.2% in 2024 ($9M → $10M) for 2 participants.

#3,380
in Real Estate (4,605 peers): +9.2%
assets growth YoY

Rosemont Associates, LLC Defined Benefit Pension Plan's mid-pack asset rank among Real Estate and all filers

Rosemont Associates, LLC Defined Benefit Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$9,898,818 Top 44% higher than 56% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Rosemont Associates, LLC Defined Benefit Pension Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rosemont Associates, LLC Defined Benefit Pension Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Form 5500 schedule snapshot

Filing strip 464514038 · Rosemont Associates, LLC PY 2024 · Defined Benefit (Pension)

Rosemont Associates, LLC Defined Benefit Pension Plan · $10M · 2 · 56th

BOOK $10M
VS-ST 2
BOY 56th
SCH Defined Benefit (Pension)
EBSA near Sbera Pension Plan as Adopted by North Middlesex Savings Bank
PART ind #3380

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 Florida →

End-of-year total assets ($M) among Rosemont Associates, LLC Defined Benefit Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

2024 asset-move particulars

Total Assets (Beginning of Year)	$9M
Net Assets (End of Year)	$10M
Net Income	$837K
Employer EIN	464514038
Plan Effective Date	2003-01-01
Filing Status	FILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

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

Rosemont Associates, LLC Defined Benefit Pension Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants

L3harris Technologies Consolidated Pension Plan $7.6B · 4,996
Nextera Energy, Inc. Employee Pension Plan $5.3B · 14,419
Retirement Accumulation Plan for Partners of Pwc $2.7B · 3,950
Csx Pension Plan $2.3B · 2,293
Retirement Benefit Accumulation Plan for Employees of Pwc $1.9B · 5,001

Compare Rosemont Associates, LLC Defined Benefit Pension Plan side-by-side with 3 peers →

Rosemont Associates, LLC Defined Benefit Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Sbera Pension Plan as Adopted by North Middlesex Savings Bank in MA ($10M); by covered participants it is Avh Enterprises, Inc. Retirement Plan in VA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Sbera Pension Plan as Adopted by North Middlesex Savings Bank (MA) $10M · 23
Association of Equipment Manufacturers Pension Plan (WI) $10M · 65
Retirement Plan for Hourly Employees of Love's Bakery, Inc. (HI) $10M · N/A
National Railway Labor Conference Supplemental Pension Plan (VA) $10M · 12

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Avh Enterprises, Inc. Retirement Plan (VA) 2 · 0 off
Tres Rios Retirement Plan Trust (PR) 2 · 0 off
Sterling Builder Group, Inc. DB Plan (GA) 2 · 0 off
Marriagemax, Inc. Defined Benefit Plan & Trust (MD) 2 · 0 off

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rosemont Associates, LLC Defined Benefit Pension Plan assets move in 2024? ▼

Rosemont Associates, LLC Defined Benefit Pension Plan grew at a solid clip - up 9.2% during 2024, from $9M to $10M. Reported net income was $837K.

Which Defined Benefit (Pension) plans are similar in size to Rosemont Associates, LLC Defined Benefit Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Sbera Pension Plan as Adopted by North Middlesex Savings Bank in MA ($10M, 23 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Rosemont Associates, LLC Defined Benefit Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Avh Enterprises, Inc. Retirement Plan in VA (2 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 464514038.