401(k) · DOL Form 5500 · 2024

Rothschild & Co North America Inc. 401(k) Plan

Data updated 2026-08-25

$156M
Total assets Near avg plan size
489
Participants Below avg headcount
93rd
Percentile by assets National rank
$318,586
Avg per participant High balance/head
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Official DOL plan name: Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan · Sponsored by Rothschild & Co North America Inc. · New York · Finance & Insurance

$156M in assets, 489 participants

Rothschild & Co North America Inc.'s Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan reported $156M in total assets and 489 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,614 in Finance & Insurance (8,549 peers)

Where Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan sits by assets

Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan sits in the top 10% of all filed plans by assets, $156M for 489 participants (~$318,586/participant), up 24.5% in 2024.

#7,614
in Finance & Insurance (8,549 peers)
+24.5%
assets growth YoY
1.6×
vs typical plan assets (national mean)

Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan's outsized position by total assets

Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan vs every filed plan by assets

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

$155,788,396 Top 7% higher than 93% 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

Rothschild & Co North America Inc. 401(k) and Profit Sharing 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. Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan sits mid-pack in the medium band (489 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan end-of-year assets rose from $125M in the plan year 2023 filing to $156M in the plan year 2024 filing.
  • Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan reported net income rose from $19M in the plan year 2023 filing to $20M in the plan year 2024 filing.
  • Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan reported participants fell from 503 in the plan year 2023 filing to 489 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 133438524 · Rothschild & Co North America Inc. PY 2024 · 401(k)

Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan · $156M · 489 · 93rd

  • PHOTO $156M
  • PHOTO 489
  • PHOTO 93rd
  • PHOTO 401(k)
  • PHOTO near Virgin Pulse, Inc. 401(k) Plan
  • PHOTO ind #7614

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 →

Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan in the asset neighbourhood

Plastic Ingenuity, Inc. Profit Sharing and Savings PlanPlastic Ingenuity, Inc. Prof…$156MRothschild & Co North America Inc. 401(k) and Profit Sharing PlanRothschild & Co North Americ…$156MVirgin Pulse, Inc. 401(k) PlanVirgin Pulse, Inc. 401(k) Pl…$156MDoyon 401(k) Savings and Retirement PlanDoyon 401(k) Savings and Ret…$156MArdurra Retirement Plan$156M
End-of-year total assets ($M) among Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$125M
Net Assets (End of Year)$156M
Net Income$20M
Employer EIN133438524
Plan Effective Date1968-08-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Rothschild & Co North America Inc.)

Sponsor-wide plan assets over time

All Rothschild & Co North America Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$156M 46.85238118899241% vs 2022
2024 filing year
$100M$120M$140M$160M$180M 202220232024 $107M $156M ▲ +46.9%
Year Plans Participants Total Assets
2022 2 421 $107M
2023 2 507 $126M
2024 2 491 $156M

Nearby 401(k) Plans in New York

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

Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan, Total assets ($B): 0.155788396 · Participants: 489Rothschild & Co North America Inc. 401(k) and Profit Sharing 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
Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan side-by-side with 3 peers →

Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Virgin Pulse, Inc. 401(k) Plan in RI ($156M); by covered participants it is W. W. Wallwork, Inc. 401(k) Profit Sharing Plan in ND (489 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($156M here).

Similar participant headcount

Nearest other-state filings by covered participants (489 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 Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan assets move in 2024? ▼
Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan grew sharply - up 24.5% during 2024, from $125M to $156M. Reported net income was $20M.
How have Rothschild & Co North America Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rothschild & Co North America Inc.'s sponsor-wide assets grew 46.9%, from $107M to $156M.
Where does Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan ranks in the 93rd 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 401(k) plans are similar in size to Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Virgin Pulse, Inc. 401(k) Plan in RI ($156M, 2,367 participants).
Which 401(k) plans cover a similar participant headcount to Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is W. W. Wallwork, Inc. 401(k) Profit Sharing Plan in ND (489 participants, $51M 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 133438524.

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.