401(k) · DOL Form 5500 · 2024

Roosevelt, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
246
Participants Below avg headcount
65th
Percentile by assets National rank
$64,101
Avg per participant Low balance/head
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Official DOL plan name: Philadelphia Management Co. 401(k) Plan · Sponsored by Roosevelt, Inc. · Pennsylvania · Real Estate

$16M in assets, 246 participants

Roosevelt, Inc.'s Philadelphia Management Co. 401(k) Plan reported $16M in total assets and 246 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #3,728 in Real Estate (4,605 peers)

Coverage in Pennsylvania

Philadelphia Management Co. 401(k) Plan covers 246 participants in Pennsylvania, about 30% of the average Pennsylvania filer (state average ~822 per filing). Assets: $16M.

#3,728
in Real Estate (4,605 peers)
+8.3%
assets growth YoY

Philadelphia Management Co. 401(k) Plan's mid-pack asset rank among Real Estate and all filers

Philadelphia Management Co. 401(k) Plan vs every filed plan by assets

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

$15,768,741 Top 35% higher than 65% 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

Philadelphia Management Co. 401(k) 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. Philadelphia Management Co. 401(k) Plan sits mid-pack in the medium band (246 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Philadelphia Management Co. 401(k) Plan reported net income rose from $441K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Philadelphia Management Co. 401(k) Plan reported participants rose from 224 in the plan year 2023 filing to 246 in the plan year 2024 filing.
  • Philadelphia Management Co. 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 232321666 · Roosevelt, Inc. PY 2024 · 401(k)

Philadelphia Management Co. 401(k) Plan · $16M · 246 · 65th

  • TYPE $16M
  • NET 246
  • BOOK 65th
  • VS-ST 401(k)
  • BOY near Poy Holdings LLC 401(k) Savings Plan
  • SCH ind #3728

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 Real Estate retirement plans → · Plans in Pennsylvania →

Philadelphia Management Co. 401(k) Plan in the asset neighbourhood

Philadelphia Management Co. 401(k) PlanPhiladelphia Management Co. …$16MPoy Holdings LLC 401(k) Savings PlanPoy Holdings LLC 401(k) Savi…$16MUnited Mechanical, Inc. 401(k) Retirement PlanUnited Mechanical, Inc. 401(…$16MThe Center for Bone and Joint Disease, P.a. Profit Sharing PlanThe Center for Bone and Join…$16MProgressive Produce LLC 401(k) PlanProgressive Produce LLC 401(…$16M
End-of-year total assets ($M) among Philadelphia Management Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$1M
Employer EIN232321666
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roosevelt, Inc.)

Sponsor-wide plan assets over time

All Roosevelt, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 11.60429078798991% vs 2022
2024 filing year
$13.5M$14M$14.5M$15M$15.5M$16M 202220232024 $14.1M $15.8M ▲ +11.6%
Year Plans Participants Total Assets
2022 1 204 $14M
2023 1 224 $15M
2024 1 246 $16M

Nearby 401(k) Plans in Pennsylvania

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

Philadelphia Management Co. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Philadelphia Management Co. 401(k) Plan, Total assets ($B): 0.015768741 · Participants: 246Philadelphia Management Co. 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Philadelphia Management Co. 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Philadelphia Management Co. 401(k) Plan side-by-side with 3 peers →

Philadelphia Management Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Poy Holdings LLC 401(k) Savings Plan in NJ ($16M); by covered participants it is Russ' Restaurants Savings and Retirement Plan in MI (246 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (246 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 Philadelphia Management Co. 401(k) Plan assets move in 2024? ▼
Philadelphia Management Co. 401(k) Plan grew at a solid clip - up 8.3% during 2024, from $15M to $16M. Reported net income was $1M.
How have Roosevelt, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roosevelt, Inc.'s sponsor-wide assets grew 11.6%, from $14M to $16M.
Which 401(k) plans are similar in size to Philadelphia Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Poy Holdings LLC 401(k) Savings Plan in NJ ($16M, 707 participants).
Which 401(k) plans cover a similar participant headcount to Philadelphia Management Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Russ' Restaurants Savings and Retirement Plan in MI (246 participants, $6M 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 232321666.

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.