Other · DOL Form 5500 · 2024

The Rogosin Institute, Inc. Retirement Plan

Data updated 2026-08-25

$89M
Total assets Below avg plan size
453
Participants Below avg headcount
90th
Percentile by assets National rank
$197,063
Avg per participant Above avg balance/head
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Official DOL plan name: The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees · Sponsored by The Rogosin Institute, Inc. · New York · Healthcare & Social Assistance

$89M in assets, 453 participants

The Rogosin Institute, Inc.'s The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees reported $89M in total assets and 453 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,377 in Healthcare & Social Assistance (16,916 peers)

Where The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees sits by assets

The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees sits in the top 10% of all filed plans by assets, $89M for 453 participants (~$197,063/participant), up 6.3% in 2024.

#15,377
in Healthcare & Social Assistance (16,916 peers)
+6.3%
assets growth YoY
0.9×
vs typical plan assets (national mean)

The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees's outsized position by total assets

The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees vs every filed plan by assets

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

$89,269,733 Top 10% higher than 90% 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

The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees 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 Rogosin Institute, Inc. Retirement Plan for Non-Union Employees sits mid-pack in the medium band (453 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees reported net income fell from $11M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees end-of-year assets rose from $84M in the plan year 2023 filing to $89M in the plan year 2024 filing.
  • The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees reported participants fell from 465 in the plan year 2023 filing to 453 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133184198 · The Rogosin Institute, Inc. PY 2024 · Other

The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees · $89M · 453 · 90th

  • IND $89M
  • EOY 453
  • 5500 90th
  • ASSETS Other
  • PCT near Froedtert South, Inc. Matched 403(b) Retirement Savings Plan
  • EIN ind #15377

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 Healthcare & Social Assistance retirement plans → · Plans in New York →

The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees in the asset neighbourhood

Oaklawn Tax Sheltered Annuity PlanOaklawn Tax Sheltered Annuit…$90MTax Deferred Annuity Program for Employees of Valley Presbyterian HospitalTax Deferred Annuity Program…$89MThe Rogosin Institute, Inc. Retirement Plan for Non-Union EmployeesThe Rogosin Institute, Inc. …$89MFroedtert South, Inc. Matched 403(b) Retirement Savings PlanFroedtert South, Inc. Matche…$89MThe Head-Royce School 403(b) PlanThe Head-Royce School 403(b)…$89M
End-of-year total assets ($M) among The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$84M
Net Assets (End of Year)$89M
Net Income$5M
Employer EIN133184198
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Rogosin Institute, Inc.)

Sponsor-wide plan assets over time

All The Rogosin Institute, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$89M 22.42352429019171% vs 2022
2024 filing year
$70M$75M$80M$85M$90M$95M 202220232024 $72.9M $89.3M ▲ +22.4%
Year Plans Participants Total Assets
2022 1 471 $73M
2023 1 465 $84M
2024 1 453 $89M

Nearby Other Plans in New York

Peer Other plans, same state, same plan type, ranked by total assets.

The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees, Total assets ($B): 0.089269733 · Participants: 453The Rogosin Institute, Inc. Retirement Plan for Non-Union EmployeesNorthwell Health 403(b) Plan, Total assets ($B): 10.919546292 · Participants: 44511Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 9.49390479 · Participants: 46826The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 8.002376506 · Participants: 30335University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 6.449166101 · Participants: 22606Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.643469898 · Participants: 14399Retirement Plan for Officers of Columbia University
The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees vs. nearby Other plans in New York, assets vs. participants
Compare The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees side-by-side with 3 peers →

The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Froedtert South, Inc. Matched 403(b) Retirement Savings Plan in WI ($89M); by covered participants it is Southwest Health System Inc. Employee Retirement Plan in CO (452 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (453 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 The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees assets move in 2024? ▼
The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees grew at a solid clip - up 6.3% during 2024, from $84M to $89M. Reported net income was $5M.
How have The Rogosin Institute, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Rogosin Institute, Inc.'s sponsor-wide assets grew 22.4%, from $73M to $89M.
Where does The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees rank by assets among Form 5500 filers? ▼
The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees? ▼
Among Other plans in other states, the closest by assets is Froedtert South, Inc. Matched 403(b) Retirement Savings Plan in WI ($89M, 2,035 participants).
Which Other plans cover a similar participant headcount to The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees? ▼
Among Other plans in other states, the closest by covered participants is Southwest Health System Inc. Employee Retirement Plan in CO (452 participants, $24M 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 133184198.

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.