Civic Intelligence

Rosenberg Rich Baker Berman & Co.

Plan context: Rosenberg Rich Baker Berman & Co. Retirement Plan

EIN 22-3271252 • Somerset, NJ • 26 filings • 2 plans

265 Davidson Avenue Suite 210Somerset, NJ 08873
Current Snapshot

Latest Year

2025

2025 Participants

70

2025 Assets

$10,513,429

2025 Contributions

$167,373

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$19,035,310$9,517,655$0200020142024YearValue
$10,513,429Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

92460200020122024YearValue
70Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202510$0$167,373-
Rosenberg Rich Baker Berman & Co. Retirement Plan-0$0$167,373-
2024170$10,513,429$659,311$9,419iApproximate average salary by contribution assumption: employee only about $235,468 at 4% or $156,979 at 6%; with 50% employer match about $156,979 at 4% or $104,653 at 6%; with 100% employer match about $117,734 at 4% or $78,489 at 6%.
Rosenberg Rich Baker Berman & Co. Retirement Plan-70$10,513,429$659,311$9,419iApproximate average salary by contribution assumption: employee only about $235,468 at 4% or $156,979 at 6%; with 50% employer match about $156,979 at 4% or $104,653 at 6%; with 100% employer match about $117,734 at 4% or $78,489 at 6%.
2023192$14,894,392$968,212$10,524iApproximate average salary by contribution assumption: employee only about $263,101 at 4% or $175,401 at 6%; with 50% employer match about $175,401 at 4% or $116,934 at 6%; with 100% employer match about $131,551 at 4% or $87,700 at 6%.
Rosenberg Rich Baker Berman & Co. Retirement Plan-92$14,894,392$968,212$10,524iApproximate average salary by contribution assumption: employee only about $263,101 at 4% or $175,401 at 6%; with 50% employer match about $175,401 at 4% or $116,934 at 6%; with 100% employer match about $131,551 at 4% or $87,700 at 6%.
2022188$16,165,103$907,886$10,317iApproximate average salary by contribution assumption: employee only about $257,922 at 4% or $171,948 at 6%; with 50% employer match about $171,948 at 4% or $114,632 at 6%; with 100% employer match about $128,961 at 4% or $85,974 at 6%.
Rosenberg Rich Baker Berman & Co. Retirement Plan-88$16,165,103$907,886$10,317iApproximate average salary by contribution assumption: employee only about $257,922 at 4% or $171,948 at 6%; with 50% employer match about $171,948 at 4% or $114,632 at 6%; with 100% employer match about $128,961 at 4% or $85,974 at 6%.
2021181$19,035,310$844,825$10,430iApproximate average salary by contribution assumption: employee only about $260,748 at 4% or $173,832 at 6%; with 50% employer match about $173,832 at 4% or $115,888 at 6%; with 100% employer match about $130,374 at 4% or $86,916 at 6%.
Rosenberg Rich Baker Berman & Co. Retirement Plan-81$19,035,310$844,825$10,430iApproximate average salary by contribution assumption: employee only about $260,748 at 4% or $173,832 at 6%; with 50% employer match about $173,832 at 4% or $115,888 at 6%; with 100% employer match about $130,374 at 4% or $86,916 at 6%.
2020175$16,416,312$741,024$9,880iApproximate average salary by contribution assumption: employee only about $247,008 at 4% or $164,672 at 6%; with 50% employer match about $164,672 at 4% or $109,781 at 6%; with 100% employer match about $123,504 at 4% or $82,336 at 6%.
Rosenberg Rich Baker Berman & Co. Retirement Plan-75$16,416,312$741,024$9,880iApproximate average salary by contribution assumption: employee only about $247,008 at 4% or $164,672 at 6%; with 50% employer match about $164,672 at 4% or $109,781 at 6%; with 100% employer match about $123,504 at 4% or $82,336 at 6%.
2019177$14,023,104$842,557$10,942iApproximate average salary by contribution assumption: employee only about $273,557 at 4% or $182,372 at 6%; with 50% employer match about $182,372 at 4% or $121,581 at 6%; with 100% employer match about $136,779 at 4% or $91,186 at 6%.
Rosenberg Rich Baker Berman & Co. Retirement Plan-77$14,023,104$842,557$10,942iApproximate average salary by contribution assumption: employee only about $273,557 at 4% or $182,372 at 6%; with 50% employer match about $182,372 at 4% or $121,581 at 6%; with 100% employer match about $136,779 at 4% or $91,186 at 6%.
2018167$11,017,087$551,947$8,238iApproximate average salary by contribution assumption: employee only about $205,950 at 4% or $137,300 at 6%; with 50% employer match about $137,300 at 4% or $91,533 at 6%; with 100% employer match about $102,975 at 4% or $68,650 at 6%.
Rosenberg Rich Baker Berman & Co. Retirement Plan-67$11,017,087$551,947$8,238iApproximate average salary by contribution assumption: employee only about $205,950 at 4% or $137,300 at 6%; with 50% employer match about $137,300 at 4% or $91,533 at 6%; with 100% employer match about $102,975 at 4% or $68,650 at 6%.
2017162$11,656,426$880,081$14,195iApproximate average salary by contribution assumption: employee only about $354,871 at 4% or $236,581 at 6%; with 50% employer match about $236,581 at 4% or $157,721 at 6%; with 100% employer match about $177,436 at 4% or $118,290 at 6%.
Rosenberg Rich Baker Berman & Co. Retirement Plan-62$11,656,426$880,081$14,195iApproximate average salary by contribution assumption: employee only about $354,871 at 4% or $236,581 at 6%; with 50% employer match about $236,581 at 4% or $157,721 at 6%; with 100% employer match about $177,436 at 4% or $118,290 at 6%.
2016155$8,952,676$848,723$15,431iApproximate average salary by contribution assumption: employee only about $385,783 at 4% or $257,189 at 6%; with 50% employer match about $257,189 at 4% or $171,459 at 6%; with 100% employer match about $192,892 at 4% or $128,594 at 6%.
Rosenberg Rich Baker Berman & Co. Retirement Plan-55$8,952,676$848,723$15,431iApproximate average salary by contribution assumption: employee only about $385,783 at 4% or $257,189 at 6%; with 50% employer match about $257,189 at 4% or $171,459 at 6%; with 100% employer match about $192,892 at 4% or $128,594 at 6%.
2015144$8,516,747$615,474$13,988iApproximate average salary by contribution assumption: employee only about $349,701 at 4% or $233,134 at 6%; with 50% employer match about $233,134 at 4% or $155,423 at 6%; with 100% employer match about $174,851 at 4% or $116,567 at 6%.
Rosenberg Rich Baker Berman & Co. Retirement Plan-44$8,516,747$615,474$13,988iApproximate average salary by contribution assumption: employee only about $349,701 at 4% or $233,134 at 6%; with 50% employer match about $233,134 at 4% or $155,423 at 6%; with 100% employer match about $174,851 at 4% or $116,567 at 6%.
2014144$8,480,177$608,467$13,829iApproximate average salary by contribution assumption: employee only about $345,720 at 4% or $230,480 at 6%; with 50% employer match about $230,480 at 4% or $153,653 at 6%; with 100% employer match about $172,860 at 4% or $115,240 at 6%.
Rosenberg Rich Baker Berman & Co. Retirement Plan-44$8,480,177$608,467$13,829iApproximate average salary by contribution assumption: employee only about $345,720 at 4% or $230,480 at 6%; with 50% employer match about $230,480 at 4% or $153,653 at 6%; with 100% employer match about $172,860 at 4% or $115,240 at 6%.
2013144$8,200,431$535,806$12,177iApproximate average salary by contribution assumption: employee only about $304,435 at 4% or $202,957 at 6%; with 50% employer match about $202,957 at 4% or $135,305 at 6%; with 100% employer match about $152,218 at 4% or $101,478 at 6%.
Rosenberg Rich Baker Berman & Co. Retirement Plan-44$8,200,431$535,806$12,177iApproximate average salary by contribution assumption: employee only about $304,435 at 4% or $202,957 at 6%; with 50% employer match about $202,957 at 4% or $135,305 at 6%; with 100% employer match about $152,218 at 4% or $101,478 at 6%.
2012139$6,928,850$491,996$12,615iApproximate average salary by contribution assumption: employee only about $315,382 at 4% or $210,255 at 6%; with 50% employer match about $210,255 at 4% or $140,170 at 6%; with 100% employer match about $157,691 at 4% or $105,127 at 6%.
Rosenberg Rich Baker Berman & Co. Retirement Plan-39$6,928,850$491,996$12,615iApproximate average salary by contribution assumption: employee only about $315,382 at 4% or $210,255 at 6%; with 50% employer match about $210,255 at 4% or $140,170 at 6%; with 100% employer match about $157,691 at 4% or $105,127 at 6%.
2011140$4,960,553$532,639$13,316iApproximate average salary by contribution assumption: employee only about $332,899 at 4% or $221,933 at 6%; with 50% employer match about $221,933 at 4% or $147,955 at 6%; with 100% employer match about $166,450 at 4% or $110,966 at 6%.
Rosenberg Rich Baker Berman & Co. Retirement Plan-40$4,960,553$532,639$13,316iApproximate average salary by contribution assumption: employee only about $332,899 at 4% or $221,933 at 6%; with 50% employer match about $221,933 at 4% or $147,955 at 6%; with 100% employer match about $166,450 at 4% or $110,966 at 6%.
2010138$4,614,038$432,740$11,388iApproximate average salary by contribution assumption: employee only about $284,697 at 4% or $189,798 at 6%; with 50% employer match about $189,798 at 4% or $126,532 at 6%; with 100% employer match about $142,349 at 4% or $94,899 at 6%.
Rosenberg Rich Baker Berman & Co. Retirement Plan-38$4,614,038$432,740$11,388iApproximate average salary by contribution assumption: employee only about $284,697 at 4% or $189,798 at 6%; with 50% employer match about $189,798 at 4% or $126,532 at 6%; with 100% employer match about $142,349 at 4% or $94,899 at 6%.
2009140$4,180,364$403,502$10,088iApproximate average salary by contribution assumption: employee only about $252,189 at 4% or $168,126 at 6%; with 50% employer match about $168,126 at 4% or $112,084 at 6%; with 100% employer match about $126,094 at 4% or $84,063 at 6%.
Rosenberg Rich Baker Berman & Co. Retirement Plan-40$4,180,364$403,502$10,088iApproximate average salary by contribution assumption: employee only about $252,189 at 4% or $168,126 at 6%; with 50% employer match about $168,126 at 4% or $112,084 at 6%; with 100% employer match about $126,094 at 4% or $84,063 at 6%.
2008133$0$0-
Rosenberg Rich Baker Berman & Co. Retirement Plan-33---
2007132$0$0-
Rosenberg Rich Baker Berman & Co. Retirement Plan-32---
2006132$3,373,016$489,790$15,306iApproximate average salary by contribution assumption: employee only about $382,648 at 4% or $255,099 at 6%; with 50% employer match about $255,099 at 4% or $170,066 at 6%; with 100% employer match about $191,324 at 4% or $127,549 at 6%.
Rosenberg Rich Baker Berman & Co. Retirement Plan-32$3,373,016$489,790$15,306iApproximate average salary by contribution assumption: employee only about $382,648 at 4% or $255,099 at 6%; with 50% employer match about $255,099 at 4% or $170,066 at 6%; with 100% employer match about $191,324 at 4% or $127,549 at 6%.
2005133$2,393,147$343,479$10,408iApproximate average salary by contribution assumption: employee only about $260,211 at 4% or $173,474 at 6%; with 50% employer match about $173,474 at 4% or $115,649 at 6%; with 100% employer match about $130,106 at 4% or $86,737 at 6%.
Rosenberg Rich Baker Berman & Co. Retirement Plan-33$2,393,147$343,479$10,408iApproximate average salary by contribution assumption: employee only about $260,211 at 4% or $173,474 at 6%; with 50% employer match about $173,474 at 4% or $115,649 at 6%; with 100% employer match about $130,106 at 4% or $86,737 at 6%.
2004145$1,994,381$368,704$8,193iApproximate average salary by contribution assumption: employee only about $204,836 at 4% or $136,557 at 6%; with 50% employer match about $136,557 at 4% or $91,038 at 6%; with 100% employer match about $102,418 at 4% or $68,279 at 6%.
Rosenberg Rich Baker Berman & Co. Retirement Plan-45$1,994,381$368,704$8,193iApproximate average salary by contribution assumption: employee only about $204,836 at 4% or $136,557 at 6%; with 50% employer match about $136,557 at 4% or $91,038 at 6%; with 100% employer match about $102,418 at 4% or $68,279 at 6%.
2003150$3,116,307$445,465$8,909iApproximate average salary by contribution assumption: employee only about $222,732 at 4% or $148,488 at 6%; with 50% employer match about $148,488 at 4% or $98,992 at 6%; with 100% employer match about $111,366 at 4% or $74,244 at 6%.
Rosenberg Rich Baker Berman & Co. Retirement Plan-50$3,116,307$445,465$8,909iApproximate average salary by contribution assumption: employee only about $222,732 at 4% or $148,488 at 6%; with 50% employer match about $148,488 at 4% or $98,992 at 6%; with 100% employer match about $111,366 at 4% or $74,244 at 6%.
2002146$0$0-
Rosenberg Rich Baker Berman & Co. Retirement Plan-46---
2001151$0$0-
Rosenberg Rich Baker Berman & Co. Retirement Plan-51---
2000150$3,713,520$404,218$8,084iApproximate average salary by contribution assumption: employee only about $202,109 at 4% or $134,739 at 6%; with 50% employer match about $134,739 at 4% or $89,826 at 6%; with 100% employer match about $101,055 at 4% or $67,370 at 6%.
Rosenberg Rich Baker Berman & Co. Retirement Plan-50$3,713,520$404,218$8,084iApproximate average salary by contribution assumption: employee only about $202,109 at 4% or $134,739 at 6%; with 50% employer match about $134,739 at 4% or $89,826 at 6%; with 100% employer match about $101,055 at 4% or $67,370 at 6%.