401(k) · DOL Form 5500 · 2024

Rosenthal & Rosenthal Inc. 401(k) Plan

Data updated 2026-08-25

$57M
Total assets Below avg plan size
209
Participants Below avg headcount
86th
Percentile by assets National rank
$273,156
Avg per participant High balance/head
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Official DOL plan name: Rosenthal & Rosenthal, Inc. 401(k) Plan · Sponsored by Rosenthal & Rosenthal Inc. · New York · Finance & Insurance

$57M in assets, 209 participants

Rosenthal & Rosenthal Inc.'s Rosenthal & Rosenthal, Inc. 401(k) Plan reported $57M in total assets and 209 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #6,630 in Finance & Insurance (8,549 peers)

Coverage in New York

Rosenthal & Rosenthal, Inc. 401(k) Plan covers 209 participants in New York, about 26% of the average New York filer (state average ~798 per filing). Assets: $57M.

#6,630
in Finance & Insurance (8,549 peers)
+17.0%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Rosenthal & Rosenthal, Inc. 401(k) Plan's outsized position by total assets

Rosenthal & Rosenthal, Inc. 401(k) Plan vs every filed plan by assets

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

$57,089,640 Top 14% higher than 86% 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

Rosenthal & Rosenthal, Inc. 401(k) 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. Rosenthal & Rosenthal, Inc. 401(k) Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rosenthal & Rosenthal, Inc. 401(k) Plan end-of-year assets rose from $49M in the plan year 2023 filing to $57M in the plan year 2024 filing.
  • Rosenthal & Rosenthal, Inc. 401(k) Plan reported net income rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Rosenthal & Rosenthal, Inc. 401(k) Plan reported participants rose from 206 in the plan year 2023 filing to 209 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 131238943 · Rosenthal & Rosenthal Inc. PY 2024 · 401(k)

Rosenthal & Rosenthal, Inc. 401(k) Plan · $57M · 209 · 86th

  • PART $57M
  • TYPE 209
  • NET 86th
  • BOOK 401(k)
  • VS-ST near Veenstra & Kimm, Inc. Profit Sharing Plan
  • BOY ind #6630

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 Finance & Insurance retirement plans → · Plans in New York →

Rosenthal & Rosenthal, Inc. 401(k) Plan in the asset neighbourhood

Atlanticus Holdings Corporation 401(k) PlanAtlanticus Holdings Corporat…$57MRosenthal & Rosenthal, Inc. 401(k) PlanRosenthal & Rosenthal, Inc. …$57MVeenstra & Kimm, Inc. Profit Sharing PlanVeenstra & Kimm, Inc. Profit…$57MLearjet Inc. Tax-Deferred Savings Plan for Represented EmployeesLearjet Inc. Tax-Deferred Sa…$57MRemitly, Inc. 401(k) Plan$57M
End-of-year total assets ($M) among Rosenthal & Rosenthal, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$49M
Net Assets (End of Year)$57M
Net Income$8M
Employer EIN131238943
Plan Effective Date1987-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rosenthal & Rosenthal Inc.)

Sponsor-wide plan assets over time

All Rosenthal & Rosenthal Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$57M 37.161992602239366% vs 2022
2024 filing year
$40M$45M$50M$55M$60M 202220232024 $41.6M $57.1M ▲ +37.2%
Year Plans Participants Total Assets
2022 1 198 $42M
2023 1 206 $49M
2024 1 209 $57M

Nearby 401(k) Plans in New York

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

Rosenthal & Rosenthal, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Rosenthal & Rosenthal, Inc. 401(k) Plan, Total assets ($B): 0.05708964 · Participants: 209Rosenthal & Rosenthal, Inc. 401(k) 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
Rosenthal & Rosenthal, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rosenthal & Rosenthal, Inc. 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Veenstra & Kimm, Inc. Profit Sharing Plan in IA ($57M); by covered participants it is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Rosenthal & Rosenthal, Inc. 401(k) Plan assets move in 2024? ▼
Rosenthal & Rosenthal, Inc. 401(k) Plan grew sharply - up 17.0% during 2024, from $49M to $57M. Reported net income was $8M.
How have Rosenthal & Rosenthal Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rosenthal & Rosenthal Inc.'s sponsor-wide assets grew 37.2%, from $42M to $57M.
Where does Rosenthal & Rosenthal, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Rosenthal & Rosenthal, Inc. 401(k) Plan ranks in the 86th 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 Rosenthal & Rosenthal, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Veenstra & Kimm, Inc. Profit Sharing Plan in IA ($57M, 213 participants).
Which 401(k) plans cover a similar participant headcount to Rosenthal & Rosenthal, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Del Amo Motorsports 401(k) Profit Sharing Plan in CA (209 participants, $291K 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 131238943.

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.