401(k) · DOL Form 5500 · 2022

Rosen Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
9
Participants Small participant base
43rd
Percentile by assets National rank
$379,457
Avg per participant High balance/head
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Official DOL plan name: Rosen Systems, Inc. 401(k) Profit Sharing Plan · Sponsored by Rosen Systems, Inc. · Texas · Professional & Technical Services

$3M in assets, 9 participants

Rosen Systems, Inc.'s Rosen Systems, Inc. 401(k) Profit Sharing Plan reported $3M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 43rd 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.

  • #8,656 in Professional & Technical Services (21,562 peers)

Rosen Systems, Inc. multi-year trail

Rosen Systems, Inc.'s plans moved +38.7% in assets from 2022 to 2024; this filing shows Rosen Systems, Inc. 401(k) Profit Sharing Plan at $3M / 9 participants.

#8,656
in Professional & Technical Services (21,562 peers)
-12.2%
assets change YoY

The plan reported a net loss of $476K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rosen Systems, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rosen Systems, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$3,415,112 43rd percentile higher than 43% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Rosen Systems, 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. Rosen Systems, Inc. 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

EBSA filing schedule strip

Filing strip 750779120 · Rosen Systems, Inc. PY 2022 · 401(k)

Rosen Systems, Inc. 401(k) Profit Sharing Plan · $3M · 9 · 43rd

  • BOOK $3M
  • BOOK 9
  • BOOK 43rd
  • BOOK 401(k)
  • BOOK near C.a.S.E. Construction, Inc. Retirement Plan
  • BOOK ind #8656

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 Professional & Technical Services retirement plans → · Plans in Texas →

Rosen Systems, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Rosen Systems, Inc. 401(k) Profit Sharing PlanRosen Systems, Inc. 401(k) P…$3MC.a.S.E. Construction, Inc. Retirement PlanC.a.S.E. Construction, Inc. …$3MMature Care of Standifer Place 401(k) PlanMature Care of Standifer Pla…$3MMajor Brands Oil Company, Inc. 401(k) Salary Reduction Plan & TrustMajor Brands Oil Company, In…$3MQuartet Mso, LLC 401(k) Profit Sharing PlanQuartet Mso, LLC 401(k) Prof…$3M
End-of-year total assets ($M) among Rosen Systems, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rosen Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rosen Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 38.699726392575116% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.42M $4.74M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 9 $4M
2024 1 8 $5M

Rosen Systems, Inc. filing trail (2022)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$3M
Net Income-$476K
Employer EIN750779120
Plan Effective Date1972-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Rosen Systems, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Rosen Systems, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.003415112 · Participants: 9Rosen Systems, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Rosen Systems, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Rosen Systems, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Rosen Systems, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is C.a.S.E. Construction, Inc. Retirement Plan in IN ($3M); by covered participants it is Mercom Incorporated 401(k) Plan in SC (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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.

Frequently Asked Questions

How did Rosen Systems, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Rosen Systems, Inc. 401(k) Profit Sharing Plan pulled back noticeably - down 12.2% during 2022, from $4M to $3M. Reported net income was -$476K.
How have Rosen Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rosen Systems, Inc.'s sponsor-wide assets grew 38.7%, from $3M to $5M.
Which 401(k) plans are similar in size to Rosen Systems, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is C.a.S.E. Construction, Inc. Retirement Plan in IN ($3M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Rosen Systems, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mercom Incorporated 401(k) Plan in SC (9 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 750779120.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.