401(k) · DOL Form 5500 · 2022

Historical Properties, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
17
Participants Small participant base
27th
Percentile by assets National rank
$69,110
Avg per participant Below avg balance/head
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Official DOL plan name: Rose 401(k) Plan · Sponsored by Historical Properties, Inc. · California · Food Services & Accommodation

$1M in assets, 17 participants

Historical Properties, Inc.'s Rose 401(k) Plan reported $1M in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,812 in Food Services & Accommodation (4,592 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Rose 401(k) Plan ranks #2,812 of 4,592 2022 filers by assets (1665% of the sector average)-$1M for 17 participants.

#2,812
in Food Services & Accommodation (4,592 peers)
-16.5%
assets change YoY

The plan reported a net loss of $233K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rose 401(k) Plan among the smaller filed plans by assets

Rose 401(k) Plan vs every filed plan by assets

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

$1,174,874 27th percentile higher than 27% 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

Rose 401(k) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rose 401(k) Plan is a small filing (17 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 954148695 · Historical Properties, Inc. PY 2022 · 401(k)

Rose 401(k) Plan · $1M · 17 · 27th

  • EIN $1M
  • RANK 17
  • PHOTO 27th
  • IND 401(k)
  • EOY near Puttshack USA Inc. 401(k) Plan
  • 5500 ind #2812

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 Food Services & Accommodation retirement plans → · Plans in California →

Rose 401(k) Plan in the asset neighbourhood

Lambda Research Corporation 401(k) PlanLambda Research Corporation …$1MRose 401(k) Plan$1MPuttshack USA Inc. 401(k) PlanPuttshack USA Inc. 401(k) Pl…$1MPet Paradise 401(k) Plan$1MSummit Casing Services, LLC 401(k) PlanSummit Casing Services, LLC …$1M
End-of-year total assets ($M) among Rose 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$233K
Employer EIN954148695
Plan Effective Date1997-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Historical Properties, Inc.)

Sponsor-wide plan assets over time

All Historical Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 11.664740218951138% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $1.17M $1.04M ▼ -11.1%
Year Plans Participants Total Assets
2022 1 17 $1M
2023 1 15 $903K
2024 1 9 $1M

Nearby 401(k) Plans in California

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

Rose 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Rose 401(k) Plan, Total assets ($B): 0.001174874 · Participants: 17Rose 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Rose 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Rose 401(k) Plan side-by-side with 3 peers →

Rose 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Puttshack USA Inc. 401(k) Plan in IL ($1M); by covered participants it is Seed Enhancements, LLC 401(k) Plan in ID (17 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (17 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 Rose 401(k) Plan assets move in 2022? ▼
Rose 401(k) Plan declined sharply - down 16.5% during 2022, from $1M to $1M. Reported net income was -$233K.
How have Historical Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Historical Properties, Inc.'s sponsor-wide assets declined 11.7%, from $1M to $1M.
Which 401(k) plans are similar in size to Rose 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Puttshack USA Inc. 401(k) Plan in IL ($1M, 519 participants).
Which 401(k) plans cover a similar participant headcount to Rose 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Seed Enhancements, LLC 401(k) Plan in ID (17 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 954148695.

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.