401(k) · DOL Form 5500 · 2024

Rosenblatt Securities, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
53
Participants Small participant base
57th
Percentile by assets National rank
$200,438
Avg per participant Above avg balance/head
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Official DOL plan name: Rosenblatt Securities, Inc. 401(k) Plan · Sponsored by Rosenblatt Securities, Inc. · New York · Finance & Insurance

$11M in assets, 53 participants

Rosenblatt Securities, Inc.'s Rosenblatt Securities, Inc. 401(k) Plan reported $11M in total assets and 53 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,500 in Finance & Insurance (8,549 peers)

Rosenblatt Securities, Inc. multi-year trail

Rosenblatt Securities, Inc.'s plans moved +50.5% in assets from 2022 to 2024; this filing shows Rosenblatt Securities, Inc. 401(k) Plan at $11M / 53 participants.

#3,500
in Finance & Insurance (8,549 peers)
+24.6%
assets growth YoY

Rosenblatt Securities, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Rosenblatt Securities, Inc. 401(k) Plan vs every filed plan by assets

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

$10,623,201 Top 43% higher than 57% 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

Rosenblatt Securities, Inc. 401(k) 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. Rosenblatt Securities, Inc. 401(k) Plan is a small filing (53 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rosenblatt Securities, Inc. 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Rosenblatt Securities, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Rosenblatt Securities, Inc. 401(k) Plan reported participants fell from 61 in the plan year 2023 filing to 53 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 132975865 · Rosenblatt Securities, Inc. PY 2024 · 401(k)

Rosenblatt Securities, Inc. 401(k) Plan · $11M · 53 · 57th

  • PART $11M
  • TYPE 53
  • NET 57th
  • BOOK 401(k)
  • VS-ST near Lacore Enterprises, LLC.
  • BOY ind #3500

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 Finance & Insurance retirement plans → · Plans in New York →

Rosenblatt Securities, Inc. 401(k) Plan in the asset neighbourhood

Rosenblatt Securities, Inc. 401(k) PlanRosenblatt Securities, Inc. …$11MLacore Enterprises, LLC.$11MBauer Equipment America Inc 401(k) PlanBauer Equipment America Inc …$11MAbc Plumbing, Heating, Cooling & Electric 401(k) PlanAbc Plumbing, Heating, Cooli…$11MFabrik Industries 401(k) Plan$11M
End-of-year total assets ($M) among Rosenblatt Securities, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rosenblatt Securities, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rosenblatt Securities, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 50.54458185095617% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.06M $10.6M ▲ +50.4%
Year Plans Participants Total Assets
2022 1 63 $7M
2023 1 61 $9M
2024 1 53 $11M

Rosenblatt Securities, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN132975865
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Rosenblatt Securities, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Rosenblatt Securities, Inc. 401(k) Plan, Total assets ($B): 0.010623201 · Participants: 53Rosenblatt Securities, Inc. 401(k) PlanIBM 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
Rosenblatt Securities, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rosenblatt Securities, Inc. 401(k) Plan side-by-side with 3 peers →

Rosenblatt Securities, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Lacore Enterprises, LLC. in TX ($11M); by covered participants it is Belmont Day School, Corp 401(k) Plan in VA (53 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (53 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 Rosenblatt Securities, Inc. 401(k) Plan assets move in 2024? ▼
Rosenblatt Securities, Inc. 401(k) Plan grew sharply - up 24.6% during 2024, from $9M to $11M. Reported net income was $2M.
How have Rosenblatt Securities, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rosenblatt Securities, Inc.'s sponsor-wide assets grew 50.5%, from $7M to $11M.
Which 401(k) plans are similar in size to Rosenblatt Securities, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lacore Enterprises, LLC. in TX ($11M, 434 participants).
Which 401(k) plans cover a similar participant headcount to Rosenblatt Securities, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Belmont Day School, Corp 401(k) Plan in VA (53 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 132975865.

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.