ESOP · DOL Form 5500 · 2024
Rosatis Window Co, LLC ESOP
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 68
- Participants Small participant base
- 35th
- Percentile by assets National rank
- $48,162
- Avg per participant Low balance/head
Official DOL plan name: Rosati's Window Co. Employee Stock Ownership Plan · Sponsored by Rosatis Window Co, LLC · Ohio · Manufacturing
$3M in assets, 68 participants
Rosatis Window Co, LLC's Rosati's Window Co. Employee Stock Ownership Plan reported $3M in total assets and 68 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.
- #3,313 in Manufacturing (17,777 peers)
Rosatis Window Co, LLC multi-year trail
Rosatis Window Co, LLC's plans moved +197.5% in assets from 2023 to 2024; this filing shows Rosati's Window Co. Employee Stock Ownership Plan at $3M / 68 participants.
- #3,313
- in Manufacturing (17,777 peers)
- +197.5%
- assets growth YoY
Rosati's Window Co. Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers
Rosati's Window Co. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,275,000 35th percentile higher than 35% 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
Rosati's Window Co. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rosati's Window Co. Employee Stock Ownership Plan is a small filing (68 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rosati's Window Co. Employee Stock Ownership Plan end-of-year assets rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Rosati's Window Co. Employee Stock Ownership Plan reported net income rose from -$18M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Rosati's Window Co. Employee Stock Ownership Plan reported participants rose from 66 in the plan year 2023 filing to 68 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 311697753 · Rosatis Window Co, LLC PY 2024 · ESOP
Rosati's Window Co. Employee Stock Ownership Plan · $3M · 68 · 35th
- RANK $3M
- RANK 68
- RANK 35th
- RANK ESOP
- RANK near Davinci Employee Stock Ownership Plan
- RANK ind #3313
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 What is an ESOP? → · Plans in Ohio →
Rosati's Window Co. Employee Stock Ownership Plan in the asset neighbourhood
Rosatis Window Co, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Rosatis Window Co, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 197.4568574023615% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 66 | $1M |
| 2024 | 1 | 68 | $3M |
Rosatis Window Co, LLC filing trail (2024)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | -$16M |
| Net Income | $2M |
| Employer EIN | 311697753 |
| Plan Effective Date | 2023-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $22.0B · 33,639
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $2.0B · 1,118
- Messer Inc. Employee Stock Ownership Plan $696M · 903
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $502M · 4,264
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $485M · 415
Rosati's Window Co. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Davinci Employee Stock Ownership Plan in CO ($3M); by covered participants it is First Commercial Financial Corp. Employee Stock Ownership Plan in TX (68 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (68 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.