Profit Sharing · DOL Form 5500 · 2024
Barbara L. Rosen Profit Sharing Plan
Data updated 2026-07-24
- $3M
- Total assets
- 3
- Participants
- 35th
- Percentile by assets
- $1.1M
- Avg per participant
Official DOL plan name: Barbara Rosen Keogh Plan Profit Sharing Plan · Sponsored by Barbara L. Rosen · New York · Healthcare & Social Assistance
$3M in assets, 3 participants
Barbara L. Rosen's Barbara Rosen Keogh Plan Profit Sharing Plan reported $3M in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 35th 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.
- 35th percentile by assets (of 116,472 plans)
Barbara L. Rosen multi-year trail
Barbara L. Rosen's plans moved +24.8% in assets from 2022 to 2024; this filing shows Barbara Rosen Keogh Plan Profit Sharing Plan at $3M / 3 participants.
- $3M
- total plan assets (2024 EOY)
- 3
- covered participants
- 35th
- percentile by assets (of 116,472 plans)
- $1.1M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Barbara Rosen Keogh Plan Profit Sharing Plan reported net income fell from $335K in the plan year 2023 filing to $292K in the plan year 2024 filing.
- Barbara Rosen Keogh Plan Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Barbara L. Rosen across 3 plan years on file
Across the 3 plan years Barbara L. Rosen has on file (2022-2024), sponsor-wide plan assets have moved from $3M to $3M, a gain of 24.8%, while reported participants moved from 3 to 3 (+0.0%). Peak year by sponsor assets: 2024 ($3M); trough: 2022 ($3M).
Barbara L. Rosen multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $3M |
| 2023 | 1 | 3 | $3M |
| 2024 | 1 | 3 | $3M |
Barbara L. Rosen filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $292K |
| Employer EIN | 112769722 |
| Plan Effective Date | 1984-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in New York
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Barbara Rosen Keogh Plan Profit Sharing Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
- Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO $2.1B · 3,278
- Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO $1.8B · 5,817
- The Research Foundation for the State University of New York Retirement Plan $1.3B · 9,758
- Rochester Regional Health 403(b) Defined Contribution Plan $987M · 15,432
- Mason Tenders District Council Annuity Fund $944M · 11,824
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Barbara Rosen Keogh Plan Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Barbara Rosen Keogh Plan Profit Sharing Plan assets move in 2024? ▼
How have Barbara L. Rosen plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Barbara Rosen Keogh Plan Profit Sharing Plan? ▼
Next read for Barbara Rosen Keogh Plan Profit Sharing …
Multi-year trail
Ways to act on Barbara Rosen Keogh Plan Profit Sharing Plan's numbers.
- By total assets, Barbara Rosen Keogh Plan Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in New York. Compare plans
- Barbara L. Rosen's sponsor-wide assets have grown 24.8% since 2022 across 3 plan years on file. More Healthcare & Social Assistance 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 112769722.
Read our methodology - how this data is sourced, computed, and verified.