401(k) · DOL Form 5500 · 2024

Morris Rothenberg & Son, Inc. 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
157
Participants Small participant base
79th
Percentile by assets National rank
$209,697
Avg per participant Above avg balance/head
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Official DOL plan name: Morris Rothenberg & Son, Inc. Profit Sharing Plan · Sponsored by Morris Rothenberg & Son, Inc. · New York · Wholesale Trade

$33M in assets, 157 participants

Morris Rothenberg & Son, Inc.'s Morris Rothenberg & Son, Inc. Profit Sharing Plan reported $33M in total assets and 157 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.

  • #4,718 in Wholesale Trade (6,080 peers)

Coverage in New York

Morris Rothenberg & Son, Inc. Profit Sharing Plan covers 157 participants in New York, about 20% of the average New York filer (state average ~798 per filing). Assets: $33M.

#4,718
in Wholesale Trade (6,080 peers)
+9.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Morris Rothenberg & Son, Inc. Profit Sharing Plan's outsized position by total assets

Morris Rothenberg & Son, Inc. Profit Sharing Plan vs every filed plan by assets

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

$32,922,373 Top 21% higher than 79% 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

Morris Rothenberg & Son, Inc. 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. Morris Rothenberg & Son, Inc. Profit Sharing Plan sits mid-pack in the medium band (157 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Morris Rothenberg & Son, Inc. Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Morris Rothenberg & Son, Inc. Profit Sharing Plan end-of-year assets rose from $30M in the plan year 2023 filing to $33M in the plan year 2024 filing.
  • Morris Rothenberg & Son, Inc. Profit Sharing Plan reported participants fell from 163 in the plan year 2023 filing to 157 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 112205667 · Morris Rothenberg & Son, Inc. PY 2024 · 401(k)

Morris Rothenberg & Son, Inc. Profit Sharing Plan · $33M · 157 · 79th

  • BOY $33M
  • BOY 157
  • BOY 79th
  • BOY 401(k)
  • BOY near Exotic Rubber & Plastics Corp. 401(k) Plan
  • BOY ind #4718

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 Wholesale Trade retirement plans → · Plans in New York →

Morris Rothenberg & Son, Inc. Profit Sharing Plan in the asset neighbourhood

Morris Rothenberg & Son, Inc. Profit Sharing PlanMorris Rothenberg & Son, Inc…$33MExotic Rubber & Plastics Corp. 401(k) PlanExotic Rubber & Plastics Cor…$33MMaintech 401(k) Retirement Plan and TrustMaintech 401(k) Retirement P…$33MGreen Brick Partners, Inc. 401(k) Savings PlanGreen Brick Partners, Inc. 4…$33MDistribution Management, Inc. 401(k) PlanDistribution Management, Inc…$33M
End-of-year total assets ($M) among Morris Rothenberg & Son, Inc. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$30M
Net Assets (End of Year)$33M
Net Income$3M
Employer EIN112205667
Plan Effective Date1970-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Morris Rothenberg & Son, Inc.)

Sponsor-wide plan assets over time

All Morris Rothenberg & Son, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$33M 28.127965080718692% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $25.7M $32.9M ▲ +28.1%
Year Plans Participants Total Assets
2022 1 167 $26M
2023 1 163 $30M
2024 1 157 $33M

Nearby 401(k) Plans in New York

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

Morris Rothenberg & Son, Inc. Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Morris Rothenberg & Son, Inc. Profit Sharing Plan, Total assets ($B): 0.032922373 · Participants: 157Morris Rothenberg & Son, Inc. Profit Sharing PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Morris Rothenberg & Son, Inc. Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Morris Rothenberg & Son, Inc. Profit Sharing Plan side-by-side with 3 peers →

Morris Rothenberg & Son, Inc. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Exotic Rubber & Plastics Corp. 401(k) Plan in MI ($33M); by covered participants it is Otis It Inc in DE (157 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (157 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 Morris Rothenberg & Son, Inc. Profit Sharing Plan assets move in 2024? ▼
Morris Rothenberg & Son, Inc. Profit Sharing Plan grew at a solid clip - up 9.5% during 2024, from $30M to $33M. Reported net income was $3M.
How have Morris Rothenberg & Son, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Morris Rothenberg & Son, Inc.'s sponsor-wide assets grew 28.1%, from $26M to $33M.
Where does Morris Rothenberg & Son, Inc. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Morris Rothenberg & Son, Inc. Profit Sharing Plan ranks in the 79th 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 Morris Rothenberg & Son, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Exotic Rubber & Plastics Corp. 401(k) Plan in MI ($33M, 267 participants).
Which 401(k) plans cover a similar participant headcount to Morris Rothenberg & Son, Inc. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Otis It Inc in DE (157 participants, $63K 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 112205667.

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.