401(k) · DOL Form 5500 · 2024

S. Rothschild & Co., Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
123
Participants Small participant base
67th
Percentile by assets National rank
$137,480
Avg per participant Near avg balance/head
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Official DOL plan name: S. Rothschild & Co., Inc. 401(k) Savings Plan · Sponsored by S. Rothschild & Co., Inc. · New York · Manufacturing

$17M in assets, 123 participants

S. Rothschild & Co., Inc.'s S. Rothschild & Co., Inc. 401(k) Savings Plan reported $17M in total assets and 123 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #9,879 in Manufacturing (17,777 peers)

Coverage in New York

S. Rothschild & Co., Inc. 401(k) Savings Plan covers 123 participants in New York, about 15% of the average New York filer (state average ~798 per filing). Assets: $17M.

#9,879
in Manufacturing (17,777 peers)
+10.5%
assets growth YoY

S. Rothschild & Co., Inc. 401(k) Savings Plan's outsized position by total assets

S. Rothschild & Co., Inc. 401(k) Savings Plan vs every filed plan by assets

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

$16,910,059 Top 33% higher than 67% 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

S. Rothschild & Co., Inc. 401(k) Savings 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. S. Rothschild & Co., Inc. 401(k) Savings Plan sits mid-pack in the medium band (123 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • S. Rothschild & Co., Inc. 401(k) Savings Plan reported net income fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • S. Rothschild & Co., Inc. 401(k) Savings Plan end-of-year assets rose from $15M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • S. Rothschild & Co., Inc. 401(k) Savings Plan reported participants rose from 113 in the plan year 2023 filing to 123 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 231539342 · S. Rothschild & Co., Inc. PY 2024 · 401(k)

S. Rothschild & Co., Inc. 401(k) Savings Plan · $17M · 123 · 67th

  • VS-ST $17M
  • BOY 123
  • SCH 67th
  • EBSA 401(k)
  • PART near Kansas Medical Clinic, P.a. 401(k) Profit Sharing Plan
  • TYPE ind #9879

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 Manufacturing retirement plans → · Plans in New York →

S. Rothschild & Co., Inc. 401(k) Savings Plan in the asset neighbourhood

S. Rothschild & Co., Inc. 401(k) Savings PlanS. Rothschild & Co., Inc. 40…$17MKansas Medical Clinic, P.a. 401(k) Profit Sharing PlanKansas Medical Clinic, P.a. …$17MAmcp Clean Acquisition Company, LLC 401(k) Profit Sharing PlanAmcp Clean Acquisition Compa…$17MBouvier Beckwith & Lennox, Inc. 401(k) PlanBouvier Beckwith & Lennox, I…$17MTom Nehl Truck Company Employees 401(k)Tom Nehl Truck Company Emplo…$17M
End-of-year total assets ($M) among S. Rothschild & Co., Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN231539342
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S. Rothschild & Co., Inc.)

Sponsor-wide plan assets over time

All S. Rothschild & Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 69.22332661894752% vs 2022
2024 filing year
$30M$40M$50M$60M$70M 202220232024 $37.8M $63.9M ▲ +69.2%
Year Plans Participants Total Assets
2022 2 150 $38M
2023 2 165 $57M
2024 2 205 $64M

Nearby 401(k) Plans in New York

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

S. Rothschild & Co., Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants S. Rothschild & Co., Inc. 401(k) Savings Plan, Total assets ($B): 0.016910059 · Participants: 123S. Rothschild & Co., Inc. 401(k) Savings 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
S. Rothschild & Co., Inc. 401(k) Savings Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare S. Rothschild & Co., Inc. 401(k) Savings Plan side-by-side with 3 peers →

S. Rothschild & Co., Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Kansas Medical Clinic, P.a. 401(k) Profit Sharing Plan in KS ($17M); by covered participants it is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (123 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 S. Rothschild & Co., Inc. 401(k) Savings Plan assets move in 2024? ▼
S. Rothschild & Co., Inc. 401(k) Savings Plan grew at a solid clip - up 10.5% during 2024, from $15M to $17M. Reported net income was $2M.
How have S. Rothschild & Co., Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S. Rothschild & Co., Inc.'s sponsor-wide assets grew 69.2%, from $38M to $64M.
Which 401(k) plans are similar in size to S. Rothschild & Co., Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kansas Medical Clinic, P.a. 401(k) Profit Sharing Plan in KS ($17M, 89 participants).
Which 401(k) plans cover a similar participant headcount to S. Rothschild & Co., Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clark's Termite & Pest Control 401(k) Plan in NJ (123 participants, $2M 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 231539342.

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.