Other · DOL Form 5500 · 2024

Leonard Rosenberg Fine Art, Inc Retirement Plan

Data updated 2026-08-25

$695K
Total assets Small plan by assets
2
Participants Small participant base
20th
Percentile by assets National rank
$347,340
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Leonard Rosenberg Fine Art, Inc. Pension Trust · Sponsored by Leonard Rosenberg Fine Art, Inc · Florida · Retail Trade

$695K in assets, 2 participants

Leonard Rosenberg Fine Art, Inc's Leonard Rosenberg Fine Art, Inc. Pension Trust reported $695K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 20th 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.

  • #2,548 in Retail Trade (8,048 peers)

What the 2024 filing shows

Leonard Rosenberg Fine Art, Inc. Pension Trust holds $695K for 2 participants - about $347,340 per participant, among the smaller plans by assets on file.

#2,548
in Retail Trade (8,048 peers)
+7.6%
assets growth YoY

Leonard Rosenberg Fine Art, Inc. Pension Trust among the smaller filed plans by assets

Leonard Rosenberg Fine Art, Inc. Pension Trust vs every filed plan by assets

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

$694,680 20th percentile higher than 20% 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

Leonard Rosenberg Fine Art, Inc. Pension 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. Leonard Rosenberg Fine Art, Inc. Pension Trust is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Leonard Rosenberg Fine Art, Inc. Pension Trust reported net income rose from $30K in the plan year 2023 filing to $49K in the plan year 2024 filing.
  • Leonard Rosenberg Fine Art, Inc. Pension Trust end-of-year assets rose from $645K in the plan year 2023 filing to $695K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133459250 · Leonard Rosenberg Fine Art, Inc PY 2024 · Other

Leonard Rosenberg Fine Art, Inc. Pension Trust · $695K · 2 · 20th

  • PCT $695K
  • PCT 2
  • PCT 20th
  • PCT Other
  • PCT near Pagosa Mountain Rentals Investment Plan
  • PCT ind #2548

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 Retail Trade retirement plans → · Plans in Florida →

Leonard Rosenberg Fine Art, Inc. Pension Trust in the asset neighbourhood

Ascent Classical Academies 403b PlanAscent Classical Academies 4…$711KPagosa Mountain Rentals Investment PlanPagosa Mountain Rentals Inve…$699KCedar Court Imaging 401(k) Profit Sharing PlanCedar Court Imaging 401(k) P…$701KLeonard Rosenberg Fine Art, Inc. Pension TrustLeonard Rosenberg Fine Art, …$695KCouncil for Court Excellence 403(b) PlanCouncil for Court Excellence…$689K
End-of-year total assets ($M) among Leonard Rosenberg Fine Art, Inc. Pension Trust and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$645K
Net Assets (End of Year)$695K
Net Income$49K
Employer EIN133459250
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Leonard Rosenberg Fine Art, Inc)

Sponsor-wide plan assets over time

All Leonard Rosenberg Fine Art, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$695K 7.631405662935276% vs 2023
2024 filing year
$0.64M$0.66M$0.68M$0.7M 20232024 $0.65M $0.69M ▲ +6.2%
Year Plans Participants Total Assets
2023 1 2 $645K
2024 1 2 $695K

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

Leonard Rosenberg Fine Art, Inc. Pension Trust vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Leonard Rosenberg Fine Art, Inc. Pension Trust, Total assets ($B): 0.00069468 · Participants: 2Leonard Rosenberg Fine Art, Inc. Pension TrustBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.663638024 · Participants: 26141Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 2.071141138 · Participants: 12711University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.91440386 · Participants: 27987Orlando Health Retirement Savings Plan 403bThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.313908176 · Participants: 9064The Nemours Foundation Section 403(b) PlanLee Health System 403(b) Retirement Plan, Total assets ($B): 1.280676448 · Participants: 16909Lee Health System 403(b) Retirement Plan
Leonard Rosenberg Fine Art, Inc. Pension Trust vs. nearby Other plans in Florida, assets vs. participants
Compare Leonard Rosenberg Fine Art, Inc. Pension Trust side-by-side with 3 peers →

Leonard Rosenberg Fine Art, Inc. Pension Trust's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Pagosa Mountain Rentals Investment Plan in CO ($699K); by covered participants it is Mueller Fleshing & Supply Inc Profit Sharing Plan in MN (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($695K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Leonard Rosenberg Fine Art, Inc. Pension Trust assets move in 2024? ▼
Leonard Rosenberg Fine Art, Inc. Pension Trust grew at a solid clip - up 7.6% during 2024, from $645K to $695K. Reported net income was $49K.
How have Leonard Rosenberg Fine Art, Inc plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Leonard Rosenberg Fine Art, Inc's sponsor-wide assets grew 7.6%, from $645K to $695K.
Where does Leonard Rosenberg Fine Art, Inc. Pension Trust rank by assets among Form 5500 filers? ▼
Leonard Rosenberg Fine Art, Inc. Pension Trust ranks in the 20th 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 Other plans are similar in size to Leonard Rosenberg Fine Art, Inc. Pension Trust? ▼
Among Other plans in other states, the closest by assets is Pagosa Mountain Rentals Investment Plan in CO ($699K, 2 participants).
Which Other plans cover a similar participant headcount to Leonard Rosenberg Fine Art, Inc. Pension Trust? ▼
Among Other plans in other states, the closest by covered participants is Mueller Fleshing & Supply Inc Profit Sharing Plan in MN (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 133459250.

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.