Profit Sharing · DOL Form 5500 · 2024
Rose Consulting Advisors, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $432K
- Total assets Small plan by assets
- 3
- Participants Small participant base
- 17th
- Percentile by assets National rank
- $144,010
- Avg per participant Near avg balance/head
Official DOL plan name: Rose Consulting Advisors, Inc. Retirement Plan · Sponsored by Rose Consulting Advisors, Inc. · Florida · Professional & Technical Services
$432K in assets, 3 participants
Rose Consulting Advisors, Inc.'s Rose Consulting Advisors, Inc. Retirement Plan reported $432K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 17th 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.
- #2,564 in Professional & Technical Services (20,173 peers)
Rose Consulting Advisors, Inc. multi-year trail
Rose Consulting Advisors, Inc.'s plans moved +69.3% in assets from 2023 to 2024; this filing shows Rose Consulting Advisors, Inc. Retirement Plan at $432K / 3 participants.
- #2,564
- in Professional & Technical Services (20,173 peers)
- +69.3%
- assets growth YoY
Rose Consulting Advisors, Inc. Retirement Plan among the smaller filed plans by assets
Rose Consulting Advisors, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$432,029 17th percentile higher than 17% 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 Consulting Advisors, Inc. Retirement 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 Consulting Advisors, Inc. Retirement Plan is a micro filing (3 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rose Consulting Advisors, Inc. Retirement Plan end-of-year assets rose from $255K in the plan year 2023 filing to $432K in the plan year 2024 filing.
- Rose Consulting Advisors, Inc. Retirement Plan reported participants rose from 2 in the plan year 2023 filing to 3 in the plan year 2024 filing.
- Rose Consulting Advisors, Inc. Retirement Plan reported net income fell from $255K in the plan year 2023 filing to $177K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 934495089 · Rose Consulting Advisors, Inc. PY 2024 · Profit Sharing
Rose Consulting Advisors, Inc. Retirement Plan · $432K · 3 · 17th
- RANK $432K
- RANK 3
- RANK 17th
- RANK Profit Sharing
- RANK near Michael John Timothy Babilonia Roman, Md Retirement Plan Trust
- RANK ind #2564
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 →
Rose Consulting Advisors, Inc. Retirement Plan in the asset neighbourhood
Rose Consulting Advisors, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Rose Consulting Advisors, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $432K 69.27377803898521% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 2 | $255K |
| 2024 | 1 | 3 | $432K |
Rose Consulting Advisors, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $255K |
|---|---|
| Net Assets (End of Year) | $432K |
| Net Income | $177K |
| Employer EIN | 934495089 |
| Plan Effective Date | 2023-11-30 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Florida
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
Rose Consulting Advisors, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Michael John Timothy Babilonia Roman, Md Retirement Plan Trust in PR ($432K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($432K here).
Similar participant headcount
Nearest other-state filings by covered participants (3 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.