401(k) · DOL Form 5500 · 2024
Benjamin Rose Institute on Aging 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 104
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $68,439
- Avg per participant Below avg balance/head
Official DOL plan name: The Benjamin Rose Institute 401(k) Plan · Sponsored by Benjamin Rose Institute on Aging · Ohio · Other Services
$7M in assets, 104 participants
Benjamin Rose Institute on Aging's The Benjamin Rose Institute 401(k) Plan reported $7M in total assets and 104 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #5,332 in Other Services (7,719 peers)
Coverage in Ohio
The Benjamin Rose Institute 401(k) Plan covers 104 participants in Ohio, about 14% of the average Ohio filer (state average ~765 per filing). Assets: $7M.
- #5,332
- in Other Services (7,719 peers)
- +13.3%
- assets growth YoY
The Benjamin Rose Institute 401(k) Plan's mid-pack asset rank among Other Services and all filers
The Benjamin Rose Institute 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,117,669 49th percentile higher than 49% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Benjamin Rose Institute 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. The Benjamin Rose Institute 401(k) Plan sits mid-pack in the medium band (104 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Benjamin Rose Institute 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $836K in the plan year 2024 filing.
- The Benjamin Rose Institute 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- The Benjamin Rose Institute 401(k) Plan reported participants fell from 114 in the plan year 2023 filing to 104 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 340714482 · Benjamin Rose Institute on Aging PY 2024 · 401(k)
The Benjamin Rose Institute 401(k) Plan · $7M · 104 · 49th
- VS-ST $7M
- VS-ST 104
- VS-ST 49th
- VS-ST 401(k)
- VS-ST near Sesi Motors Inc.
- VS-ST ind #5332
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 Other Services retirement plans → · Plans in Ohio →
The Benjamin Rose Institute 401(k) Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $836K |
| Employer EIN | 340714482 |
| Plan Effective Date | 1991-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Benjamin Rose Institute on Aging)
Sponsor-wide plan assets over time
All Benjamin Rose Institute on Aging plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 37.339075420757965% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 103 | $5M |
| 2023 | 1 | 114 | $6M |
| 2024 | 1 | 104 | $7M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- GE Aerospace Retirement Savings Plan $14.7B · 45,620
- The Kroger Co. 401(k) Retirement Savings Account Plan $11.8B · 135,373
- The Progressive 401(k) Plan $11.5B · 62,521
- The Sherwin-Williams Company 401(k) Plan $10.6B · 47,459
- Parker Retirement Savings Plan $9.0B · 26,315
The Benjamin Rose Institute 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Sesi Motors Inc. in MI ($7M); by covered participants it is Ahold Ecommerce Sales Company 401(k) Plan in NJ (104 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Sesi Motors Inc. (MI) $7M · 56
- Trax 401(k) Plan (MA) $7M · 237
- Paragon Group Holdings, Inc. 401(k)/Profit Sharing Plan (CT) $7M · 10
- Sagaser, Watkins & Wieland PC 401(k) Plan (CA) $7M · 34
Similar participant headcount
Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.
- Ahold Ecommerce Sales Company 401(k) Plan (NJ) 104 · 0 off
- Mossberg & Company, Inc. Employees' Profit Sharing Plan and Trust (IN) 104 · 0 off
- Latter & Blum Holding, LLC 401(k) Plan (LA) 104 · 0 off
- Cfe Group 401(k) Plan (VA) 104 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.