401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$156M
Total assets: 489
Participants: 93rd
Percentile by assets: $318,586
Avg per participant

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.

93rd percentile by assets (of 123,622 plans)
#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.

$156M
total plan assets (2024 EOY): 489
covered participants: 93rd
percentile by assets (of 123,622 plans): $318,586
avg assets per participant

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

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 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 →

State

New York

Industry

Finance & Insurance

Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan vs the 2024 asset distribution

By assets, Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan outranks 93% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.6x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$125M
Net Assets (End of Year)	$156M
Net Income	$20M
Employer EIN	133438524
Plan Effective Date	1968-08-15
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Rothschild & Co North America Inc. plans on file

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

IBM 401(k) Plan $60.4B · 52,674
Morgan Stanley 401(k) Plan $22.2B · 53,860
Pfizer Savings Plan $22.0B · 33,309
The Pepsico Savings Plan $14.9B · 137,398
The Goldman Sachs 401(k) Plan $12.8B · 23,227

Compare Rothschild & Co North America Inc. 401(k… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan by total assets, not by location.

Virgin Pulse, Inc. 401(k) Plan (RI) $156M · 2,367
Plastic Ingenuity, Inc. Profit Sharing and Savings Plan (WI) $156M · 903
Doyon 401(k) Savings and Retirement Plan (AK) $156M · 811
Ardurra Retirement Plan (FL) $156M · 1,433

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).

Next read for Rothschild & Co North America Inc. 401(k…

Scale reading

Ways to act on Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan's numbers.

By total assets, Rothschild & Co North America Inc. 401(k) and Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
Rothschild & Co North America Inc.'s sponsor-wide assets have grown 46.9% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.