Defined Benefit (Pension) · DOL Form 5500 · 2024
Rosenberg, Cooley, Metcalf, L.C. Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 49
- Participants Small participant base
Official DOL plan name: Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan · Sponsored by Rosenberg, Cooley, Metcalf, L.C. · Utah · Healthcare & Social Assistance
N/A in assets, 49 participants
Rosenberg, Cooley, Metcalf, L.C.'s Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan reported N/A in total assets and 49 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
Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan holds N/A for 49 participants.
- -$1M
- reported net income
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rosenberg, Cooley, Metcalf, L.C. Cash Balance 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. Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan is a small filing (49 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan reported net income fell from $347K in the plan year 2023 filing to -$1M in the plan year 2024 filing.
- Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan reported participants rose from 35 in the plan year 2023 filing to 49 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 841433992 · Rosenberg, Cooley, Metcalf, L.C. PY 2024 · Defined Benefit (Pension)
Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan · N/A · 49
- BOOK N/A
- VS-ST 49
- BOY PY 2024
- SCH Defined Benefit (Pension)
- EBSA near Holland & Knight Defined Benefit Pension Plan
- PART -$1M
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 Healthcare & Social Assistance retirement plans → · Plans in Utah →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$1M |
| Employer EIN | 841433992 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rosenberg, Cooley, Metcalf, L.C.)
Sponsor-wide plan assets over time
All Rosenberg, Cooley, Metcalf, L.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 33 | $793K |
| 2023 | 1 | 35 | $1M |
| 2024 | 1 | 49 | N/A |
Nearby Defined Benefit (Pension) Plans in Utah
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Deseret Mutual Master Retirement Plan $7.1B · 10,478
- Intermountain Healthcare Pension Plan $3.4B · 26,724
- Rio Tinto America Inc. Retirement Plan $916M · 1,564
- America First Credit Union Pension Plan $600M · 2,645
- Retail Food Employers & Ufcw Local 711 Pension $367M · 8,046
Rosenberg, Cooley, Metcalf, L.C. Cash Balance Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside Utah, the nearest Defined Benefit (Pension) by covered participants is Holland & Knight Defined Benefit Pension Plan in FL (49 participants; this filing: 49 participants).
Similar participant headcount
Nearest other-state filings by covered participants (49 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.