Defined Benefit (Pension) · DOL Form 5500 · 2024

Rose Associates, Inc. Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
25
Participants Small participant base
76th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Rose Associates, Inc. Pension Trust · Sponsored by Rose Associates, Inc. · New York · Real Estate

$28M in assets, 25 participants

Rose Associates, Inc.'s Rose Associates, Inc. Pension Trust reported $28M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,093 in Real Estate (4,605 peers)

Where Rose Associates, Inc. Pension Trust sits by assets

Rose Associates, Inc. Pension Trust sits in the top quartile of all filed plans by assets, $28M for 25 participants (~$1.1M/participant), up 0.1% in 2024.

#4,093
in Real Estate (4,605 peers)
+0.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rose Associates, Inc. Pension Trust's outsized position by total assets

Rose Associates, Inc. Pension Trust vs every filed plan by assets

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

$28,089,351 Top 24% higher than 76% 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

Rose Associates, Inc. Pension Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rose Associates, Inc. Pension Trust is a small filing (25 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rose Associates, Inc. Pension Trust reported net income fell from $1M in the plan year 2023 filing to $30K in the plan year 2024 filing.
  • Rose Associates, Inc. Pension Trust reported participants fell from 26 in the plan year 2023 filing to 25 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 132796845 · Rose Associates, Inc. PY 2024 · Defined Benefit (Pension)

Rose Associates, Inc. Pension Trust · $28M · 25 · 76th

  • PCT $28M
  • EIN 25
  • RANK 76th
  • PHOTO Defined Benefit (Pension)
  • IND near Radiology Associates of North Texas, P.a. Cash Balance Pension Plan
  • EOY ind #4093

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 New York →

Rose Associates, Inc. Pension Trust in the asset neighbourhood

Banco Popular De Pr Tax Qualified Ret. Restoration PlanBanco Popular De Pr Tax Qual…$28MRobins Kaplan LLP Cash Balance Pension PlanRobins Kaplan LLP Cash Balan…$28MRose Associates, Inc. Pension TrustRose Associates, Inc. Pensio…$28MRadiology Associates of North Texas, P.a. Cash Balance Pension PlanRadiology Associates of Nort…$28MRetirement Plan for Employees of Hamlin Bank and Trust CompanyRetirement Plan for Employee…$28M
End-of-year total assets ($M) among Rose Associates, Inc. Pension Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$28M
Net Income$30K
Employer EIN132796845
Plan Effective Date1957-06-04
Filing StatusFILING RECEIVED

Sponsor Plan History (Rose Associates, Inc.)

Sponsor-wide plan assets over time

All Rose Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 21.91501142300451% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $46.1M $56.2M ▲ +21.9%
Year Plans Participants Total Assets
2022 2 255 $46M
2023 2 287 $52M
2024 2 328 $56M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Rose Associates, Inc. Pension Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Rose Associates, Inc. Pension Trust, Total assets ($B): 0.028089351 · Participants: 25Rose Associates, Inc. Pension TrustIBM Personal Pension Plan, Total assets ($B): 17.919858993 · Participants: 48014IBM Personal Pension Plan1199seiu Health Care Employees Pension Fund, Total assets ($B): 16.913316696 · Participants: 1118331199seiu Health Care Employees Pension FundConsolidated Edison Retirement Plan, Total assets ($B): 15.588456377 · Participants: 10608Consolidated Edison Retirement PlanPfizer Consolidated Pension Plan, Total assets ($B): 9.970337119 · Participants: 8876Pfizer Consolidated Pension PlanGE Energy Pension Plan, Total assets ($B): 8.92290143 · Participants: 5829GE Energy Pension Plan
Rose Associates, Inc. Pension Trust vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Rose Associates, Inc. Pension Trust side-by-side with 3 peers →

Rose Associates, Inc. Pension Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Radiology Associates of North Texas, P.a. Cash Balance Pension Plan in TX ($28M); by covered participants it is Ada West Dermatology Defined Benefit Plan in ID (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Rose Associates, Inc. Pension Trust assets move in 2024? ▼
Rose Associates, Inc. Pension Trust held essentially flat - up 0.1% during 2024, from $28M to $28M. Reported net income was $30K.
How have Rose Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rose Associates, Inc.'s sponsor-wide assets grew 21.9%, from $46M to $56M.
Where does Rose Associates, Inc. Pension Trust rank by assets among Form 5500 filers? ▼
Rose Associates, Inc. Pension Trust ranks in the 76th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Rose Associates, Inc. Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Radiology Associates of North Texas, P.a. Cash Balance Pension Plan in TX ($28M, 124 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rose Associates, Inc. Pension Trust? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ada West Dermatology Defined Benefit Plan in ID (25 participants, N/A 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 132796845.

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.