How big is William Rothberg's plan?

William Rothberg's plan reported $4.6M in assets and 5 participants for 2024.

Original filing (PDF)20251015155905NAL0002710675001

William Rothberg

Name: William Rothberg — William Rothberg Retirement Plan, Form 5500 (2024)
Creator: William Rothberg
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Rothberg Retirement Plan

Defined-contribution retirement plan · William Rothberg's William Rothberg Retirement Plan held $4.6M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

Plan identifiers

William Rothberg's EIN is 11-2621686.

EIN 11-2621686

Plan number 001

Plan year 2024

ACK ID 20251015155905NAL0002710675001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William Rothberg from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William Rothberg's plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM ROTHBERG.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

WILLIAM ROTHBERG

EIN

all filings

Address

16 COURT STREET · BROOKLYN, NY · 11241

Phone

(718) 624-2200

Industry

Law Offices· Professional & Technical Services

Plan administrator