401(k) · DOL Form 5500 · 2024

ROSENBLUM-SILVERMAN-SUTTON 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 6
Participants Small participant base: 25th
Percentile by assets National rank: $209,277
Avg per participant Above avg balance/head

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Official DOL plan name: Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust · Sponsored by ROSENBLUM-SILVERMAN-SUTTON · California · Finance & Insurance

$1M in assets, 6 participants

ROSENBLUM-SILVERMAN-SUTTON's Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust reported $1M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

#1,272 in Finance & Insurance (8,549 peers)

ROSENBLUM-SILVERMAN-SUTTON multi-year trail

ROSENBLUM-SILVERMAN-SUTTON's plans moved +263.6% in assets from 2022 to 2024; this filing shows Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust at $1M / 6 participants.

#1,272
in Finance & Insurance (8,549 peers): +54.8%
assets growth YoY

Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets

Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$1,255,659 25th percentile higher than 25% 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

Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & 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. Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust is a micro filing (6 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%)

Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $811K in the plan year 2023 filing to $1M in the plan year 2024 filing.
Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust reported participants rose from 5 in the plan year 2023 filing to 6 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 943078542 · ROSENBLUM-SILVERMAN-SUTTON PY 2024 · 401(k)

Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust · $1M · 6 · 25th

TYPE $1M
NET 6
BOOK 25th
VS-ST 401(k)
BOY near Home for Life, Inc. 401(k) Plan
SCH ind #1272

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 California →

End-of-year total assets ($M) among Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

ROSENBLUM-SILVERMAN-SUTTON multi-year asset trail

Latest sponsor-wide plan assets: $1M 263.59342921756956% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	5	$345K
2023	1	5	$811K
2024	1	6	$1M

ROSENBLUM-SILVERMAN-SUTTON filing trail (2024)

Total Assets (Beginning of Year)	$811K
Net Assets (End of Year)	$1M
Net Income	$444K
Employer EIN	943078542
Plan Effective Date	2021-01-01
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in California

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

Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in California, assets vs. participants

Google LLC 401(k) Savings Plan $48.7B · 116,712
Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
Intel 401(k) Savings Plan $24.9B · 55,298
Apple 401(k) Plan $24.7B · 101,450
Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452

Compare Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Home for Life, Inc. 401(k) Plan in FL ($1M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Home for Life, Inc. 401(k) Plan (FL) $1M · 4
Peyatte, Inc. 401(k) Profit Sharing Plan (WV) $1M · 16
Cloudy Sales Consulting, Inc. Retirement Plan (TX) $1M · 2
Minnesota Freezer Warehouse 401(k) Plan (MN) $1M · 38

Similar participant headcount

Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.

Caliche, Ltd 401(k) (TX) 6 · 0 off
Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 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 Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼

Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust surged - up 54.8% during 2024, from $811K to $1M. Reported net income was $444K.

How have ROSENBLUM-SILVERMAN-SUTTON plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), ROSENBLUM-SILVERMAN-SUTTON's sponsor-wide assets grew 263.6%, from $345K to $1M.

Where does Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust rank by assets among Form 5500 filers? ▼

Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).

Which 401(k) plans are similar in size to Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by assets is Home for Life, Inc. 401(k) Plan in FL ($1M, 4 participants).

Which 401(k) plans cover a similar participant headcount to Rosenblum-Silverman-Sutton, S. 401(k) Profit Sharing Plan & Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Caliche, Ltd 401(k) in TX (6 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 943078542.