Defined Benefit (Pension) · DOL Form 5500 · 2023

Law Offices of Michael S Rosenblum Pension Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 1
Participants Small participant base: 25th
Percentile by assets National rank: $1.2M
Avg per participant High balance/head

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Official DOL plan name: Law Offices of Michael S Rosenblum Defined Benefit Plan and Trust · Sponsored by Law Offices of Michael S Rosenblum · California · Professional & Technical Services

$1M in assets, 1 participants

Law Offices of Michael S Rosenblum's Law Offices of Michael S Rosenblum Defined Benefit Plan and Trust reported $1M in total assets and 1 participant in its 2023 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.

#4,224 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Law Offices of Michael S Rosenblum Defined Benefit Plan and Trust holds $1M for 1 participant - about $1.2M per participant, in the lower half of filed plans by assets.

#4,224
in Professional & Technical Services (20,321 peers): +7.1%
assets growth YoY

Law Offices of Michael S Rosenblum Defined Benefit Plan and Trust among the smaller filed plans by assets

Law Offices of Michael S Rosenblum Defined Benefit Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,218,647 25th percentile higher than 25% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Law Offices of Michael S Rosenblum Defined Benefit Plan and Trust among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Law Offices of Michael S Rosenblum Defined Benefit Plan and Trust is a micro filing (1 participant), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Law Offices of Michael S Rosenblum Defined Benefit Plan and Trust reported net income rose from $7K in the plan year 2022 filing to $81K in the plan year 2023 filing.
Law Offices of Michael S Rosenblum Defined Benefit Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954588807 · Law Offices of Michael S Rosenblum PY 2023 · Defined Benefit (Pension)

Law Offices of Michael S Rosenblum Defined Benefit Plan and Trust · $1M · 1 · 25th

ASSETS $1M
PCT 1
EIN 25th
RANK Defined Benefit (Pension)
PHOTO near American Heritage Bank Pension Plan
IND ind #4224

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 California →

End-of-year total assets ($M) among Law Offices of Michael S Rosenblum Defined Benefit Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$81K
Employer EIN	954588807
Plan Effective Date	2001-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Law Offices of Michael S Rosenblum)

Latest sponsor-wide plan assets: $1M 7.077133683975602% vs 2022; 2023 filing year

Year	Plans	Participants	Total Assets
2022	1	1	$1M
2023	1	1	$1M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Law Offices of Michael S Rosenblum Defined Benefit Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants

Kaiser Permanente Retirement Plan $33.5B · 127,356
Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
Disney Salaried Pension Plan D $10.1B · 10,813

Compare Law Offices of Michael S Rosenblum Defined Benefit Plan and Trust side-by-side with 3 peers →

Law Offices of Michael S Rosenblum Defined Benefit Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is American Heritage Bank Pension Plan in OK ($1M); by covered participants it is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

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

American Heritage Bank Pension Plan (OK) $1M · 36
Montello Defined Benefit Plan (FL) $1M · 2
Nci Group, Inc. Ambridge Hourly Employees Pension Plan (MO) $1M · N/A
Luis a Segarra Financial & Insurance Services Defined Benefit Plan (PR) $1M · 2

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); asset peers above are excluded.

Retirement Plan for Employees of American Institute of Marine Underwriters (NY) 1 · 0 off
Baker Hostetler Cash Balance Plan (OH) 1 · 0 off
Shrenik G. Shah, M.D. Defined Benefit Pension Plan (NJ) 1 · 0 off
John W. Bristol & Co. Inc. Employees Retirement Plan (NY) 1 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Law Offices of Michael S Rosenblum Defined Benefit Plan and Trust assets move in 2023? ▼

Law Offices of Michael S Rosenblum Defined Benefit Plan and Trust grew at a solid clip - up 7.1% during 2023, from $1M to $1M. Reported net income was $81K.

How have Law Offices of Michael S Rosenblum plan assets changed over time? ▼

Across 2 plan years on file (2022-2023), Law Offices of Michael S Rosenblum's sponsor-wide assets grew 7.1%, from $1M to $1M.

Where does Law Offices of Michael S Rosenblum Defined Benefit Plan and Trust rank by assets among Form 5500 filers? ▼

Law Offices of Michael S Rosenblum Defined Benefit Plan and Trust ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Law Offices of Michael S Rosenblum Defined Benefit Plan and Trust? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is American Heritage Bank Pension Plan in OK ($1M, 36 participants).

Which Defined Benefit (Pension) plans cover a similar participant headcount to Law Offices of Michael S Rosenblum Defined Benefit Plan and Trust? ▼

Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of American Institute of Marine Underwriters in NY (1 participant, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954588807.