401(k) · DOL Form 5500 · 2024

Grossman Roth Yaffa Cohen, P.a. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
41
Participants Small participant base
59th
Percentile by assets National rank
$288,640
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan · Sponsored by Grossman Roth Yaffa Cohen, P.a. · Florida · Professional & Technical Services

$12M in assets, 41 participants

Grossman Roth Yaffa Cohen, P.a.'s Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan reported $12M in total assets and 41 participants in its 2024 DOL Form 5500 filing, ranking in the 59th 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.

  • #11,690 in Professional & Technical Services (20,173 peers)

Grossman Roth Yaffa Cohen, P.a. multi-year trail

Grossman Roth Yaffa Cohen, P.a.'s plans moved +34.7% in assets from 2022 to 2024; this filing shows Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan at $12M / 41 participants.

#11,690
in Professional & Technical Services (20,173 peers)
+13.1%
assets growth YoY

Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$11,834,221 Top 41% higher than 59% 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

Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing 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. Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan is a small filing (41 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan reported participants fell from 43 in the plan year 2023 filing to 41 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 592560342 · Grossman Roth Yaffa Cohen, P.a. PY 2024 · 401(k)

Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan · $12M · 41 · 59th

  • EIN $12M
  • EIN 41
  • EIN 59th
  • EIN 401(k)
  • EIN near Fruit Center, Inc. 401(k) Profit Sharing Plan
  • EIN ind #11690

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 Professional & Technical Services retirement plans → · Plans in Florida →

Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan in the asset neighbourhood

Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing PlanGrossman Roth Yaffa Cohen, P…$12MFruit Center, Inc. 401(k) Profit Sharing PlanFruit Center, Inc. 401(k) Pr…$12MSummit Handling Systems, Inc.401(k) Profit Sharing PlanSummit Handling Systems, Inc…$12MMike's Carwash 401(k) Plan$12MCottonwood Capital Management, Inc. 401(k) Safe Harbor Retirement PlanCottonwood Capital Managemen…$12M
End-of-year total assets ($M) among Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Grossman Roth Yaffa Cohen, P.a. multi-year asset trail

Sponsor-wide plan assets over time

All Grossman Roth Yaffa Cohen, P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 34.65543292210373% vs 2022
2024 filing year
$8M$9M$10M$11M$12M$13M 202220232024 $8.79M $11.8M ▲ +34.6%
Year Plans Participants Total Assets
2022 1 39 $9M
2023 1 43 $10M
2024 1 41 $12M

Grossman Roth Yaffa Cohen, P.a. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$1M
Employer EIN592560342
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan, Total assets ($B): 0.011834221 · Participants: 41Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing PlanL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Florida, assets vs. participants

Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Fruit Center, Inc. 401(k) Profit Sharing Plan in MA ($12M); by covered participants it is National Blasting & Coating 401(k) Profit Sharing Plan & Trust in LA (41 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan assets move in 2024?
Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan grew at a solid clip - up 13.1% during 2024, from $10M to $12M. Reported net income was $1M.
How have Grossman Roth Yaffa Cohen, P.a. plan assets changed over time?
Across 3 plan years on file (2022-2024), Grossman Roth Yaffa Cohen, P.a.'s sponsor-wide assets grew 34.7%, from $9M to $12M.
Which 401(k) plans are similar in size to Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Fruit Center, Inc. 401(k) Profit Sharing Plan in MA ($12M, 125 participants).
Which 401(k) plans cover a similar participant headcount to Grossman Roth Yaffa Cohen, P.a. 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is National Blasting & Coating 401(k) Profit Sharing Plan & Trust in LA (41 participants, $495K in assets).