Profit Sharing · DOL Form 5500 · 2024
Judge Rotenberg Educational Center, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $55M
- Total assets Below avg plan size
- 1,234
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $44,342
- Avg per participant Low balance/head
Official DOL plan name: The Judge Rotenberg Educational Center, Inc. Retirement Plan · Sponsored by Judge Rotenberg Educational Center, Inc. · Massachusetts · Healthcare & Social Assistance
$55M in assets, 1,234 participants
Judge Rotenberg Educational Center, Inc.'s The Judge Rotenberg Educational Center, Inc. Retirement Plan reported $55M in total assets and 1,234 participants in its 2024 DOL Form 5500 filing, ranking in the 85th 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.
- #14,771 in Healthcare & Social Assistance (16,916 peers)
Where The Judge Rotenberg Educational Center, Inc. Retirement Plan sits by assets
The Judge Rotenberg Educational Center, Inc. Retirement Plan sits in the top quartile of all filed plans by assets, $55M for 1,234 participants (~$44,342/participant), up 13.9% in 2024.
- #14,771
- in Healthcare & Social Assistance (16,916 peers)
- +13.9%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
The Judge Rotenberg Educational Center, Inc. Retirement Plan's outsized position by total assets
The Judge Rotenberg Educational Center, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$54,717,748 Top 15% higher than 85% 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
The Judge Rotenberg Educational Center, Inc. Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Judge Rotenberg Educational Center, Inc. Retirement Plan lands in the large band (1,234 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Judge Rotenberg Educational Center, Inc. Retirement Plan reported net income rose from $4M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- The Judge Rotenberg Educational Center, Inc. Retirement Plan reported participants rose from 1,020 in the plan year 2023 filing to 1,234 in the plan year 2024 filing.
- The Judge Rotenberg Educational Center, Inc. Retirement Plan end-of-year assets rose from $48M in the plan year 2023 filing to $55M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 042489805 · Judge Rotenberg Educational Center, Inc. PY 2024 · Profit Sharing
The Judge Rotenberg Educational Center, Inc. Retirement Plan · $55M · 1,234 · 85th
- BOOK $55M
- BOOK 1,234
- BOOK 85th
- BOOK Profit Sharing
- BOOK near Casa Colina, Inc. 403(b) Retirement Plan
- BOOK ind #14771
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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →
The Judge Rotenberg Educational Center, Inc. Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $48M |
|---|---|
| Net Assets (End of Year) | $55M |
| Net Income | $7M |
| Employer EIN | 042489805 |
| Plan Effective Date | 1989-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Judge Rotenberg Educational Center, Inc.)
Sponsor-wide plan assets over time
All Judge Rotenberg Educational Center, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $55M 24.241231635489925% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 930 | $44M |
| 2023 | 1 | 1,020 | $48M |
| 2024 | 1 | 1,234 | $55M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $16.7B · 76,559
- Demoulas (Restated) Profit Sharing Plan & Trust $1.1B · 14,037
- Dana-Farber Cancer Institute Retirement Plan $930M · 5,518
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $686M · 6,385
- Sheet Metal Workers Local 17 Annuity Income Fund $656M · 3,065
The Judge Rotenberg Educational Center, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Massachusetts, the nearest Profit Sharing by assets is Casa Colina, Inc. 403(b) Retirement Plan in CA ($55M); by covered participants it is The Local 7 Tile Industry Annuity Fund in NY (1,234 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($55M here).
- Casa Colina, Inc. 403(b) Retirement Plan (CA) $55M · 1,071
- I.B.E.W. Local 1253 Retirement Plan (ME) $55M · 538
- Wilmington Friends School 403(b) Retirement Plan (DE) $55M · 139
- Ncqa Retirement Plan (DC) $55M · 478
Similar participant headcount
Nearest other-state filings by covered participants (1,234 participants); asset peers above are excluded.
- The Local 7 Tile Industry Annuity Fund (NY) 1,234 · 0 off
- Ons Savings Plan (CT) 1,230 · 4 off
- Brown Physicians, Inc. 401(a) Plan (RI) 1,225 · 9 off
- Operating Engineers Local 649 Annuity Trust Fund (IL) 1,225 · 9 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.