401(k) · DOL Form 5500 · 2022

Rosen's Diversified, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
543
Participants Below avg headcount
34th
Percentile by assets National rank
$3,804
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rosen's Diversified Union Employees 401(k) Retirement Plan · Sponsored by Rosen's Diversified, Inc. · Minnesota · Manufacturing

$2M in assets, 543 participants

Rosen's Diversified, Inc.'s Rosen's Diversified Union Employees 401(k) Retirement Plan reported $2M in total assets and 543 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.

  • #3,712 in Manufacturing (20,602 peers)

Coverage in Minnesota

Rosen's Diversified Union Employees 401(k) Retirement Plan covers 543 participants in Minnesota, about 48% of the average Minnesota filer (state average ~1,126 per filing). Assets: $2M.

#3,712
in Manufacturing (20,602 peers)
-19.8%
assets change YoY

The plan reported a net loss of $507K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rosen's Diversified Union Employees 401(k) Retirement Plan's mid-pack asset rank among Manufacturing and all filers

Rosen's Diversified Union Employees 401(k) Retirement Plan vs every filed plan by assets

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

$2,065,684 34th percentile higher than 34% 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's Diversified Union Employees 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rosen's Diversified Union Employees 401(k) Retirement Plan sits mid-pack in the medium band (543 participants).

Plan-year Form 5500 strip

Filing strip 411224625 · Rosen's Diversified, Inc. PY 2022 · 401(k)

Rosen's Diversified Union Employees 401(k) Retirement Plan · $2M · 543 · 34th

  • NET $2M
  • BOOK 543
  • VS-ST 34th
  • BOY 401(k)
  • SCH near The Erosion Company 401(k) Plan
  • EBSA ind #3712

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 Manufacturing retirement plans → · Plans in Minnesota →

Rosen's Diversified Union Employees 401(k) Retirement Plan in the asset neighbourhood

Rosen's Diversified Union Employees 401(k) Retirement PlanRosen's Diversified Union Em…$2MThe Erosion Company 401(k) PlanThe Erosion Company 401(k) P…$2MDetbas Dental PC 401(k) Profit Sharing PlanDetbas Dental PC 401(k) Prof…$2MCarolina Contracting & Investments Inc. 401(k) PlanCarolina Contracting & Inves…$2MDykhuis Farms, Inc 401(k) PlanDykhuis Farms, Inc 401(k) Pl…$2M
End-of-year total assets ($M) among Rosen's Diversified Union Employees 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$507K
Employer EIN411224625
Plan Effective Date1982-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rosen's Diversified, Inc.)

Sponsor-wide plan assets over time

All Rosen's Diversified, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$212M 25.45211555264167% vs 2022
2024 filing year
$160M$180M$200M$220M 202220232024 $169M $212M ▲ +25.5%
Year Plans Participants Total Assets
2022 2 4,347 $169M
2023 2 4,087 $191M
2024 2 4,128 $212M

Nearby 401(k) Plans in Minnesota

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

Rosen's Diversified Union Employees 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Rosen's Diversified Union Employees 401(k) Retirement Plan, Total assets ($B): 0.002065684 · Participants: 543Rosen's Diversified Union Employees 401(k) Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
Rosen's Diversified Union Employees 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Rosen's Diversified Union Employees 401(k) Retirement Plan side-by-side with 3 peers →

Rosen's Diversified Union Employees 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is The Erosion Company 401(k) Plan in GA ($2M); by covered participants it is Ing Financial Services LLC 401(k) Savings Plan in NY (543 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (543 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's Diversified Union Employees 401(k) Retirement Plan assets move in 2022? ▼
Rosen's Diversified Union Employees 401(k) Retirement Plan declined sharply - down 19.8% during 2022, from $3M to $2M. Reported net income was -$507K.
How have Rosen's Diversified, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rosen's Diversified, Inc.'s sponsor-wide assets grew 25.5%, from $169M to $212M.
Which 401(k) plans are similar in size to Rosen's Diversified Union Employees 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Erosion Company 401(k) Plan in GA ($2M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Rosen's Diversified Union Employees 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ing Financial Services LLC 401(k) Savings Plan in NY (543 participants, $350M 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 411224625.

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.