Other · DOL Form 5500 · 2024

Rose & Rose Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 2
Participants Small participant base: 34th
Percentile by assets National rank: $1.5M
Avg per participant High balance/head

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Official DOL plan name: Rose & Rose Profit Sharing Plan · Sponsored by Rose & Rose · New York · Professional & Technical Services

$3M in assets, 2 participants

Rose & Rose's Rose & Rose Profit Sharing Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

#6,093 in Professional & Technical Services (20,173 peers)

Rose & Rose multi-year trail

Rose & Rose's plans moved +46.7% in assets from 2022 to 2024; this filing shows Rose & Rose Profit Sharing Plan at $3M / 2 participants.

#6,093
in Professional & Technical Services (20,173 peers): +31.8%
assets growth YoY

Rose & Rose Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rose & Rose Profit Sharing Plan vs every filed plan by assets

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

$2,924,829 34th percentile higher than 34% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Rose & Rose Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rose & Rose Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Rose & Rose Profit Sharing Plan reported net income rose from $225K in the plan year 2023 filing to $706K in the plan year 2024 filing.
Rose & Rose Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 133681058 · Rose & Rose PY 2024 · Other

Rose & Rose Profit Sharing Plan · $3M · 2 · 34th

EOY $3M
5500 2
ASSETS 34th
PCT Other
EIN near Hillcroft Services, Inc. Retirement Plan
RANK ind #6093

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 New York →

End-of-year total assets ($M) among Rose & Rose Profit Sharing Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Rose & Rose multi-year asset trail

Latest sponsor-wide plan assets: $3M 46.687158932416146% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$2M
2023	1	2	$2M
2024	1	2	$3M

Rose & Rose filing trail (2024)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$706K
Employer EIN	133681058
Plan Effective Date	1997-01-01
Filing Status	FILING RECEIVED

Nearby Other Plans in New York

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

Rose & Rose Profit Sharing Plan vs. nearby Other plans in New York, assets vs. participants

Northwell Health 403(b) Plan $10.9B · 44,511
The Mount Sinai Medical Center 403(b) Retirement Plan $9.5B · 46,826
University of Rochester Retirement Program $8.0B · 30,335
Memorial Sloan Kettering Cancer Center Retirement Savings Plan $6.4B · 22,606
Retirement Plan for Officers of Columbia University $5.6B · 14,399

Compare Rose & Rose Profit Sharing Plan side-by-side with 3 peers →

Rose & Rose Profit Sharing Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Hillcroft Services, Inc. Retirement Plan in IN ($3M); 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 ($3M here).

Hillcroft Services, Inc. Retirement Plan (IN) $3M · 246
Presbyterian Manors of Mid-America, Inc. Tax-Sheltered Annuity Plan (KS) $3M · 33
Preucil School of Music 403(b) Tda Plan (IA) $3M · 16
Victor C Neumann Association Tax Deferred Annuity Plan (IL) $3M · N/A

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Mueller Fleshing & Supply Inc Profit Sharing Plan (MN) 2 · 0 off
Cimco Enterprises, Inc. Pension Plan and Trust (WA) 2 · 0 off
Tadalyssa, Inc. Retirement Plan (TX) 2 · 0 off
Arizonans Concerned About Smoking Defined Contribution Plan (AZ) 2 · 0 off

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 Rose & Rose Profit Sharing Plan assets move in 2024? ▼

Rose & Rose Profit Sharing Plan surged - up 31.8% during 2024, from $2M to $3M. Reported net income was $706K.

How have Rose & Rose plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Rose & Rose's sponsor-wide assets grew 46.7%, from $2M to $3M.

Which Other plans are similar in size to Rose & Rose Profit Sharing Plan? ▼

Among Other plans in other states, the closest by assets is Hillcroft Services, Inc. Retirement Plan in IN ($3M, 246 participants).

Which Other plans cover a similar participant headcount to Rose & Rose Profit Sharing Plan? ▼

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 133681058.