Defined Benefit (Pension) · DOL Form 5500 · 2024

Rosen Law,LLC Pension Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
38th
Percentile by assets National rank
$434,739
Avg per participant High balance/head
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Official DOL plan name: Rosen Law, LLC Cash Balance Plan · Sponsored by Rosen Law,LLC · New York · Professional & Technical Services

$4M in assets, 9 participants

Rosen Law,LLC's Rosen Law, LLC Cash Balance Plan reported $4M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #7,040 in Professional & Technical Services (20,173 peers)

Rosen Law,LLC multi-year trail

Rosen Law,LLC's plans moved +47.9% in assets from 2022 to 2024; this filing shows Rosen Law, LLC Cash Balance Plan at $4M / 9 participants.

#7,040
in Professional & Technical Services (20,173 peers)
+17.9%
assets growth YoY

Rosen Law, LLC Cash Balance Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rosen Law, LLC Cash Balance Plan vs every filed plan by assets

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

$3,912,648 38th percentile higher than 38% 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

Rosen Law, LLC Cash Balance Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rosen Law, LLC Cash Balance Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rosen Law, LLC Cash Balance Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Rosen Law, LLC Cash Balance Plan reported net income fell from $673K in the plan year 2023 filing to $594K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 463141013 · Rosen Law,LLC PY 2024 · Defined Benefit (Pension)

Rosen Law, LLC Cash Balance Plan · $4M · 9 · 38th

  • NET $4M
  • NET 9
  • NET 38th
  • NET Defined Benefit (Pension)
  • NET near Cement Masons Local No. 524 Pension Plan
  • NET ind #7040

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 New York →

Rosen Law, LLC Cash Balance Plan in the asset neighbourhood

James Y. Chang Defined Benefit Pension PlanJames Y. Chang Defined Benef…$4MCement Masons Local No. 524 Pension PlanCement Masons Local No. 524 …$4MRosen Law, LLC Cash Balance PlanRosen Law, LLC Cash Balance …$4MEmployees' Pension Plan of Local 743 I.B. of T.Employees' Pension Plan of L…$4MPlanahead, LLC Defined Benefit PlanPlanahead, LLC Defined Benef…$4M
End-of-year total assets ($M) among Rosen Law, LLC Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Rosen Law,LLC multi-year asset trail

Sponsor-wide plan assets over time

All Rosen Law,LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 47.922117839469834% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.65M $3.91M ▲ +47.5%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 9 $3M
2024 1 9 $4M

Rosen Law,LLC filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$594K
Employer EIN463141013
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in New York

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

Rosen Law, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Rosen Law, LLC Cash Balance Plan, Total assets ($B): 0.003912648 · Participants: 9Rosen Law, LLC Cash Balance PlanIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Rosen Law, LLC Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Rosen Law, LLC Cash Balance Plan side-by-side with 3 peers →

Rosen Law, LLC Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Cement Masons Local No. 524 Pension Plan in IN ($4M); by covered participants it is Jtm Perio Implants, Inc. Cash Balance Plan in CA (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Rosen Law, LLC Cash Balance Plan assets move in 2024? ▼
Rosen Law, LLC Cash Balance Plan grew sharply - up 17.9% during 2024, from $3M to $4M. Reported net income was $594K.
How have Rosen Law,LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rosen Law,LLC's sponsor-wide assets grew 47.9%, from $3M to $4M.
Which Defined Benefit (Pension) plans are similar in size to Rosen Law, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cement Masons Local No. 524 Pension Plan in IN ($4M, 76 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rosen Law, LLC Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Jtm Perio Implants, Inc. Cash Balance Plan in CA (9 participants, $3M 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 463141013.

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.