401(k) · DOL Form 5500 · 2024
Gary J. Rosenbaum, M.D., P.a. 401(k) Plan
Data updated 2026-08-11
- $3M
- Total assets
- 7
- Participants
- 36th
- Percentile by assets
- $486,241
- Avg per participant
Official DOL plan name: Gary J. Rosenbaum, M.D. Retirement Plan & Trust · Sponsored by Gary J. Rosenbaum, M.D., P.a. · Florida · Healthcare & Social Assistance
$3M in assets, 7 participants
Gary J. Rosenbaum, M.D., P.a.'s Gary J. Rosenbaum, M.D. Retirement Plan & Trust reported $3M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- 36th percentile by assets (of 123,622 plans)
- #6,197 in Healthcare & Social Assistance (16,916 peers)
Gary J. Rosenbaum, M.D., P.a. multi-year trail
Gary J. Rosenbaum, M.D., P.a.'s plans moved +56.8% in assets from 2022 to 2024; this filing shows Gary J. Rosenbaum, M.D. Retirement Plan & Trust at $3M / 7 participants.
- $3M
- total plan assets (2024 EOY)
- 7
- covered participants
- 36th
- percentile by assets (of 123,622 plans)
- $486,241
- avg assets per participant
Where Gary J. Rosenbaum, M.D. Retirement Plan & Trust sits by total assets
Gary J. Rosenbaum, M.D. Retirement Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,403,689 36th percentile higher than 36% 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
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gary J. Rosenbaum, M.D. Retirement Plan & Trust end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Gary J. Rosenbaum, M.D. Retirement Plan & Trust reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.
Gary J. Rosenbaum, M.D., P.a. across 3 plan years on file
Across the 3 plan years Gary J. Rosenbaum, M.D., P.a. has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $3M, a gain of 56.8%, while reported participants moved from 7 to 7 (+0.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($2M).
Gary J. Rosenbaum, M.D., P.a. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 7 | $2M |
| 2023 | 1 | 6 | $3M |
| 2024 | 1 | 7 | $3M |
Gary J. Rosenbaum, M.D., P.a. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $611K |
| Employer EIN | 650720597 |
| Plan Effective Date | 1998-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Gary J. Rosenbaum, M.D. Retirement Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Gary J. Rosenbaum, M.D. Retirement Plan & Trust by total assets, not by location.
Frequently Asked Questions
How did Gary J. Rosenbaum, M.D. Retirement Plan & Trust assets move in 2024? ▼
How have Gary J. Rosenbaum, M.D., P.a. plan assets changed over time? ▼
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Next read for Gary J. Rosenbaum, M.D. Retirement Plan …
Multi-year trail
Ways to act on Gary J. Rosenbaum, M.D. Retirement Plan & Trust's numbers.
- By total assets, Gary J. Rosenbaum, M.D. Retirement Plan & Trust ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Florida. Compare plans
- Gary J. Rosenbaum, M.D., P.a.'s sponsor-wide assets have grown 56.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans