401(k) · DOL Form 5500 · 2022
Rosewealth, Inc. 401(k) Plan
Data updated 2026-08-25
- $162K
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $26,932
- Avg per participant Low balance/head
Official DOL plan name: Rosewealth, Inc. 401(k) Profit Sharing Plan · Sponsored by Rosewealth, Inc. · North Carolina · Other Services
$162K in assets, 6 participants
Rosewealth, Inc.'s Rosewealth, Inc. 401(k) Profit Sharing Plan reported $162K in total assets and 6 participants in its 2022 DOL Form 5500 filing, ranking in the 9th 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.
- #1,673 in Other Services (8,398 peers)
2022 asset change
Rosewealth, Inc. 401(k) Profit Sharing Plan contracted severely 37.3% in 2022 ($258K → $162K) for 6 participants.
- #1,673
- in Other Services (8,398 peers)
- -37.3%
- assets change YoY
The plan reported a net loss of $96K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rosewealth, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets
Rosewealth, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$161,590 9th percentile higher than 9% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Rosewealth, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rosewealth, Inc. 401(k) Profit Sharing Plan is a micro filing (6 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 832102500 · Rosewealth, Inc. PY 2022 · 401(k)
Rosewealth, Inc. 401(k) Profit Sharing Plan · $162K · 6 · 9th
- 5500 $162K
- ASSETS 6
- PCT 9th
- EIN 401(k)
- RANK near Ealy Enterprises, Inc. 401(k) Profit Sharing Plan
- PHOTO ind #1673
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 Other Services retirement plans → · Plans in North Carolina →
Rosewealth, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Rosewealth, Inc. years around the 2022 move
Sponsor-wide plan assets over time
All Rosewealth, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $159K 1.7612476019555665% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 6 | $162K |
| 2023 | 1 | 10 | $83K |
| 2024 | 1 | 15 | $159K |
2022 asset-move particulars
| Total Assets (Beginning of Year) | $258K |
|---|---|
| Net Assets (End of Year) | $162K |
| Net Income | -$96K |
| Employer EIN | 832102500 |
| Plan Effective Date | 2018-10-03 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
Rosewealth, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Ealy Enterprises, Inc. 401(k) Profit Sharing Plan in ID ($162K); by covered participants it is Firetower Farms, Inc. 401(k) Profit Sharing Plan in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($162K here).
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.