401(k) · DOL Form 5500 · 2024
Rosenberg & Estis PC 401(k) Plan
Data updated 2026-08-06
- $38M
- Total assets
- 181
- Participants
- 81st
- Percentile by assets
- $209,404
- Avg per participant
Official DOL plan name: Rosenberg & Estis PC 401(k) Profit Sharing Plan & Trust · Sponsored by Rosenberg & Estis PC · New York · Professional & Technical Services
$38M in assets, 181 participants
Rosenberg & Estis PC's Rosenberg & Estis PC 401(k) Profit Sharing Plan & Trust reported $38M in total assets and 181 participants in its 2024 DOL Form 5500 filing, ranking in the 81st 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.
- 81st percentile by assets (of 116,472 plans)
- #15,902 in Professional & Technical Services (19,542 peers)
Coverage in New York
Rosenberg & Estis PC 401(k) Profit Sharing Plan & Trust covers 181 participants in New York, about 23% of the average New York filer (state average ~795 per filing). Assets: $38M.
- $38M
- total plan assets (2024 EOY)
- 181
- covered participants
- 81st
- percentile by assets (of 116,472 plans)
- $209,404
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rosenberg & Estis PC 401(k) Profit Sharing Plan & Trust reported net income fell from $5M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Rosenberg & Estis PC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $35M in the plan year 2023 filing to $38M in the plan year 2024 filing.
- Rosenberg & Estis PC 401(k) Profit Sharing Plan & Trust reported participants rose from 169 in the plan year 2023 filing to 181 in the plan year 2024 filing.
Participants vs New York filers
In New York, the average filing covers about 795 participants across 8,491 plans. Rosenberg & Estis PC 401(k) Profit Sharing Plan & Trust reports 181 participants - about 23% of that state average ($38M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $38M |
| Net Income | $3M |
| Employer EIN | 132861714 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rosenberg & Estis PC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 150 | $30M |
| 2023 | 1 | 169 | $35M |
| 2024 | 1 | 181 | $38M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Rosenberg & Estis PC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Rosenberg & Estis PC 401(k) Profit Sharing Plan & Trust by total assets, not by location.
- Cs Disco, Inc. Retirement Trust (TX) $38M · 404
- Shift Digital Retirement Savings Plan (MI) $38M · 733
- Commonwealth Anesthesia, Psc 401(k) Profit Sharing Plan (KY) $38M · 76
- Arthur H.Thomas Savings & Investment Plan (PA) $38M · 431
Frequently Asked Questions
How did Rosenberg & Estis PC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
How have Rosenberg & Estis PC plan assets changed over time? ▼
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Filing takeaways
Ways to act on Rosenberg & Estis PC 401(k) Profit Sharing Plan & Trust's numbers.
- By total assets, Rosenberg & Estis PC 401(k) Profit Sharing Plan & Trust ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Rosenberg & Estis PC's sponsor-wide assets have grown 27.7% since 2022 across 3 plan years on file. More Professional & Technical Services plans