Other · DOL Form 5500 · 2024

The Rogosin Institute, Inc. Retirement Plan

Data updated 2026-08-11

$89M
Total assets
453
Participants
90th
Percentile by assets
$197,063
Avg per participant
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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.

  • 90th percentile by assets (of 123,622 plans)
  • #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.

$89M
total plan assets (2024 EOY)
453
covered participants
90th
percentile by assets (of 123,622 plans)
$197,063
avg assets per participant

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 →

The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees vs the 2024 asset distribution

By assets, The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees outranks 90% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

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.)

$70M$75M$80M$85M$90M$95M 202220232024 $72.9M $89.3M ▲ +22.4%
Total plan assets by year, all The Rogosin Institute, Inc. plans on file
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

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 Institut…Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to The Rogosin Institute, Inc. Retirement Plan for Non-Union Employees by total assets, not by location.

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).

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