401(k) · DOL Form 5500 · 2024

Nicolas S Rohatyn 401(k) Plan

Data updated 2026-08-25

$882K
Total assets Small plan by assets
4
Participants Small participant base
22nd
Percentile by assets National rank
$220,438
Avg per participant Above avg balance/head
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Official DOL plan name: Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust · Sponsored by Nicolas S Rohatyn · New York · Other Services

$882K in assets, 4 participants

Nicolas S Rohatyn's Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust reported $882K in total assets and 4 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,504 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust ranks #3,504 of 7,719 2024 filers by assets (2276% of the sector average)-$882K for 4 participants.

#3,504
in Other Services (7,719 peers)
+26.1%
assets growth YoY

Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$881,753 22nd percentile higher than 22% of 123,620 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 2024

Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $699K in the plan year 2023 filing to $882K in the plan year 2024 filing.
  • Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust reported net income rose from $165K in the plan year 2023 filing to $182K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133813527 · Nicolas S Rohatyn PY 2024 · 401(k)

Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust · $882K · 4 · 22nd

  • IND $882K
  • IND 4
  • IND 22nd
  • IND 401(k)
  • IND near Norsk Hospitality Corp. 401(k) Plan
  • IND ind #3504

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 Other Services retirement plans → · Plans in New York →

Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Nicolas S Rohatyn 401(k) Profit Sharing Plan & TrustNicolas S Rohatyn 401(k) Pro…$882KNorsk Hospitality Corp. 401(k) PlanNorsk Hospitality Corp. 401(…$882KTscr Corp. 401(k) Plan$882KDiverse Options, Inc. 401(k) PlanDiverse Options, Inc. 401(k)…$882KFlintridge Hill Corp. 401(k) PlanFlintridge Hill Corp. 401(k)…$882K
End-of-year total assets ($M) among Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$699K
Net Assets (End of Year)$882K
Net Income$182K
Employer EIN133813527
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Nicolas S Rohatyn)

Sponsor-wide plan assets over time

All Nicolas S Rohatyn plans reported in each filing year

Latest sponsor-wide plan assets
$882K 64.94899553091228% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M 202220232024 $0.53M $0.88M ▲ +66.0%
Year Plans Participants Total Assets
2022 1 4 $535K
2023 1 4 $699K
2024 1 4 $882K

Nearby 401(k) Plans in New York

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.000881753 · Participants: 4Nicolas S Rohatyn 401(k) Profit Sharing Plan & TrustIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Norsk Hospitality Corp. 401(k) Plan in NH ($882K); by covered participants it is Jab Investments, Inc. 401(k) Plan in WI (4 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($882K here).

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

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 Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust grew sharply - up 26.1% during 2024, from $699K to $882K. Reported net income was $182K.
How have Nicolas S Rohatyn plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Nicolas S Rohatyn's sponsor-wide assets grew 64.9%, from $535K to $882K.
Where does Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼
Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Norsk Hospitality Corp. 401(k) Plan in NH ($882K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Nicolas S Rohatyn 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jab Investments, Inc. 401(k) Plan in WI (4 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 133813527.

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.