401(k) · DOL Form 5500 · 2024

Ro-Sal Plumbing & Heating, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
71
Participants Small participant base
58th
Percentile by assets National rank
$156,078
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust · Sponsored by Ro-Sal Plumbing & Heating, Inc. · New York · Construction

$11M in assets, 71 participants

Ro-Sal Plumbing & Heating, Inc.'s Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust reported $11M in total assets and 71 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #5,083 in Construction (9,039 peers)

Ro-Sal Plumbing & Heating, Inc. multi-year trail

Ro-Sal Plumbing & Heating, Inc.'s plans moved +45.3% in assets from 2022 to 2024; this filing shows Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust at $11M / 71 participants.

#5,083
in Construction (9,039 peers)
+17.1%
assets growth YoY

Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust's mid-pack asset rank among Construction and all filers

Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust vs every filed plan by assets

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

$11,081,546 Top 42% higher than 58% 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

Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust reported participants rose from 68 in the plan year 2023 filing to 71 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 133414168 · Ro-Sal Plumbing & Heating, Inc. PY 2024 · 401(k)

Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust · $11M · 71 · 58th

  • SCH $11M
  • SCH 71
  • SCH 58th
  • SCH 401(k)
  • SCH near Gai 401(k) Plan and Trust
  • SCH ind #5083

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 Construction retirement plans → · Plans in New York →

Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust in the asset neighbourhood

Ro-Sal Plumbing & Heating, Inc. Incentive Savings TrustRo-Sal Plumbing & Heating, I…$11MGai 401(k) Plan and Trust$11MSolid Biosciences Inc 401(k) Profit Sharing Plan and TrustSolid Biosciences Inc 401(k)…$11MSystem Soft Technologies, LLC 401(k) PlanSystem Soft Technologies, LL…$11MPda 401(k) Plan$11M
End-of-year total assets ($M) among Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ro-Sal Plumbing & Heating, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Ro-Sal Plumbing & Heating, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 45.31303640632773% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.63M $11.1M ▲ +45.2%
Year Plans Participants Total Assets
2022 1 77 $8M
2023 1 68 $9M
2024 1 71 $11M

Ro-Sal Plumbing & Heating, Inc. filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN133414168
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust, Total assets ($B): 0.011081546 · Participants: 71Ro-Sal Plumbing & Heating, Inc. Incentive Savings TrustIBM 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
Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust vs. nearby 401(k) plans in New York, assets vs. participants
Compare Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust side-by-side with 3 peers →

Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Gai 401(k) Plan and Trust in IL ($11M); by covered participants it is Council of Chief State School Officers 401(k) and Profit Sharing Plan in DC (71 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust assets move in 2024? ▼
Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust grew sharply - up 17.1% during 2024, from $9M to $11M. Reported net income was $2M.
How have Ro-Sal Plumbing & Heating, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ro-Sal Plumbing & Heating, Inc.'s sponsor-wide assets grew 45.3%, from $8M to $11M.
Which 401(k) plans are similar in size to Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Gai 401(k) Plan and Trust in IL ($11M, 46 participants).
Which 401(k) plans cover a similar participant headcount to Ro-Sal Plumbing & Heating, Inc. Incentive Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Council of Chief State School Officers 401(k) and Profit Sharing Plan in DC (71 participants, $21M 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 133414168.

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.