401(k) · DOL Form 5500 · 2024
Irwin R. Rose & Company, LLC 401(k) Plan
Data updated 2026-08-25
- $17M
- Total assets Small plan by assets
- 126
- Participants Small participant base
- 67th
- Percentile by assets National rank
- $131,712
- Avg per participant Near avg balance/head
Official DOL plan name: Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan · Sponsored by Irwin R. Rose & Company, LLC · Indiana · Real Estate
$17M in assets, 126 participants
Irwin R. Rose & Company, LLC's Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan reported $17M in total assets and 126 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.
- #3,764 in Real Estate (4,605 peers)
Coverage in Indiana
Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan covers 126 participants in Indiana, about 23% of the average Indiana filer (state average ~541 per filing). Assets: $17M.
- #3,764
- in Real Estate (4,605 peers)
- +16.8%
- assets growth YoY
Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan's outsized position by total assets
Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$16,595,730 Top 33% higher than 67% 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
Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan sits mid-pack in the medium band (126 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
- Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan reported participants rose from 122 in the plan year 2023 filing to 126 in the plan year 2024 filing.
DOL schedule card
Filing strip 270950641 · Irwin R. Rose & Company, LLC PY 2024 · 401(k)
Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan · $17M · 126 · 67th
- ASSETS $17M
- ASSETS 126
- ASSETS 67th
- ASSETS 401(k)
- ASSETS near Machine Specialties Inc 401(k) Profit Sharing Plan & Trust
- ASSETS ind #3764
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 Real Estate retirement plans → · Plans in Indiana →
Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Indiana filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $17M |
| Net Income | $2M |
| Employer EIN | 270950641 |
| Plan Effective Date | 2004-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Irwin R. Rose & Company, LLC)
Sponsor-wide plan assets over time
All Irwin R. Rose & Company, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $17M 35.10001153529952% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $12M |
| 2023 | 1 | 122 | $14M |
| 2024 | 1 | 126 | $17M |
Nearby 401(k) Plans in Indiana
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Lilly Employee 401(k) Plan $13.1B · 19,977
- Elevance Health 401(k) Plan $12.1B · 73,120
- Cummins Retirement and Savings Plan $6.4B · 30,272
- Iu Health 401(k) Savings Plan $4.5B · 38,460
- Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385
Irwin R. Rose & Company, LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Indiana, the nearest 401(k) by assets is Machine Specialties Inc 401(k) Profit Sharing Plan & Trust in NC ($17M); by covered participants it is 20/20 Research, Inc. 401(k) Plan in TN (126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($17M here).
- Machine Specialties Inc 401(k) Profit Sharing Plan & Trust (NC) $17M · 311
- Timberland Investment Resources, LLC 401(k) Plan (NC) $17M · 26
- Stairways 403(b) Plan (PA) $17M · 233
- Cheer Pack North America 401(k) Plan (MA) $17M · 175
Similar participant headcount
Nearest other-state filings by covered participants (126 participants); asset peers above are excluded.
- 20/20 Research, Inc. 401(k) Plan (TN) 126 · 0 off
- Brilliance Motor Sales, Inc. 401(k) Retirement Savings Plan (IL) 126 · 0 off
- Sloat Garden Center, Inc. Profit Sharing Plan (CA) 126 · 0 off
- Diacom 401(k) Savings Plan (NH) 126 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.