401(k) · DOL Form 5500 · 2024

Gust Rosenfeld P.L.C. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
95
Participants Small participant base
82nd
Percentile by assets National rank
$456,595
Avg per participant High balance/head
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Official DOL plan name: Gust Rosenfeld P. L. C. Retirement Plan · Sponsored by Gust Rosenfeld P.L.C. · Arizona · Professional & Technical Services

$43M in assets, 95 participants

Gust Rosenfeld P.L.C.'s Gust Rosenfeld P. L. C. Retirement Plan reported $43M in total assets and 95 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #16,757 in Professional & Technical Services (20,173 peers)

Where Gust Rosenfeld P. L. C. Retirement Plan sits by assets

Gust Rosenfeld P. L. C. Retirement Plan sits in the top quartile of all filed plans by assets, $43M for 95 participants (~$456,595/participant), up 9.4% in 2024.

#16,757
in Professional & Technical Services (20,173 peers)
+9.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Gust Rosenfeld P. L. C. Retirement Plan's outsized position by total assets

Gust Rosenfeld P. L. C. Retirement Plan vs every filed plan by assets

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

$43,376,554 Top 18% higher than 82% 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

Gust Rosenfeld P. L. C. Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gust Rosenfeld P. L. C. Retirement Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Gust Rosenfeld P. L. C. Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Gust Rosenfeld P. L. C. Retirement Plan end-of-year assets rose from $40M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Gust Rosenfeld P. L. C. Retirement Plan reported participants rose from 90 in the plan year 2023 filing to 95 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 860688020 · Gust Rosenfeld P.L.C. PY 2024 · 401(k)

Gust Rosenfeld P. L. C. Retirement Plan · $43M · 95 · 82nd

  • EIN $43M
  • EIN 95
  • EIN 82nd
  • EIN 401(k)
  • EIN near Retinovitreous Associates Ltd. 401(k) Profit Sharing Plan
  • EIN ind #16757

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 Arizona →

Gust Rosenfeld P. L. C. Retirement Plan in the asset neighbourhood

Price Industries, Inc. 401(k) PlanPrice Industries, Inc. 401(k…$43MGust Rosenfeld P. L. C. Retirement PlanGust Rosenfeld P. L. C. Reti…$43MJefferson Bancshares, Inc. 401(k) PlanJefferson Bancshares, Inc. 4…$43MRetinovitreous Associates Ltd. 401(k) Profit Sharing PlanRetinovitreous Associates Lt…$43MU.S. Physical Therapy, Inc. 401(k) Gold PlanU.S. Physical Therapy, Inc. …$43M
End-of-year total assets ($M) among Gust Rosenfeld P. L. C. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$40M
Net Assets (End of Year)$43M
Net Income$4M
Employer EIN860688020
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gust Rosenfeld P.L.C.)

Sponsor-wide plan assets over time

All Gust Rosenfeld P.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$43M 27.27572282978533% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $34.1M $43.4M ▲ +27.3%
Year Plans Participants Total Assets
2022 1 100 $34M
2023 1 90 $40M
2024 1 95 $43M

Nearby 401(k) Plans in Arizona

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

Gust Rosenfeld P. L. C. Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Gust Rosenfeld P. L. C. Retirement Plan, Total assets ($B): 0.043376554 · Participants: 95Gust Rosenfeld P. L. C. Retirement PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Gust Rosenfeld P. L. C. Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Gust Rosenfeld P. L. C. Retirement Plan side-by-side with 3 peers →

Gust Rosenfeld P. L. C. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Retinovitreous Associates Ltd. 401(k) Profit Sharing Plan in PA ($43M); by covered participants it is Galatea Associates 401(k) Plan in MA (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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 Gust Rosenfeld P. L. C. Retirement Plan assets move in 2024? ▼
Gust Rosenfeld P. L. C. Retirement Plan grew at a solid clip - up 9.4% during 2024, from $40M to $43M. Reported net income was $4M.
How have Gust Rosenfeld P.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gust Rosenfeld P.L.C.'s sponsor-wide assets grew 27.3%, from $34M to $43M.
Where does Gust Rosenfeld P. L. C. Retirement Plan rank by assets among Form 5500 filers? ▼
Gust Rosenfeld P. L. C. Retirement Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Gust Rosenfeld P. L. C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Retinovitreous Associates Ltd. 401(k) Profit Sharing Plan in PA ($43M, 380 participants).
Which 401(k) plans cover a similar participant headcount to Gust Rosenfeld P. L. C. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Galatea Associates 401(k) Plan in MA (95 participants, $23M 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 860688020.

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.