401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-25

$167M
Total assets Near avg plan size
3,804
Participants Above avg headcount
95th
Percentile by assets National rank
$43,933
Avg per participant Low balance/head
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Official DOL plan name: Rosen's Diversified 401(k) Retirement Plan · Sponsored by Rosen's Diversified, Inc. · Minnesota · Manufacturing

$167M in assets, 3,804 participants

Rosen's Diversified, Inc.'s Rosen's Diversified 401(k) Retirement Plan reported $167M in total assets and 3,804 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #18,990 in Manufacturing (20,602 peers)

Coverage in Minnesota

Rosen's Diversified 401(k) Retirement Plan covers 3,804 participants in Minnesota, 3.4x the typical Minnesota plan (state average ~1,126 per filing). Assets: $167M.

#18,990
in Manufacturing (20,602 peers)
-9.8%
assets change YoY
1.7×
vs typical plan assets (national mean)

The plan reported a net loss of $18M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rosen's Diversified 401(k) Retirement Plan's outsized position by total assets

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

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

$167,122,590 Top 5% higher than 95% 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 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rosen's Diversified 401(k) Retirement Plan lands in the large band (3,804 participants).

Form 5500 schedule snapshot

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

Rosen's Diversified 401(k) Retirement Plan · $167M · 3,804 · 95th

  • PHOTO $167M
  • IND 3,804
  • EOY 95th
  • 5500 401(k)
  • ASSETS near Irell & Manella Profit Sharing Plan
  • PCT ind #18990

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 401(k) Retirement Plan in the asset neighbourhood

Avi-Spl 401(k) Plan$167MRosen's Diversified 401(k) Retirement PlanRosen's Diversified 401(k) R…$167MIrell & Manella Profit Sharing PlanIrell & Manella Profit Shari…$167MOfs Non-Represented 401(k) PlanOfs Non-Represented 401(k) P…$167MHarley-Davidson Ret Svgs Plan for Milw & Tomahawk Hrly Barg Unit EesHarley-Davidson Ret Svgs Pla…$167M
End-of-year total assets ($M) among Rosen's Diversified 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)$185M
Net Assets (End of Year)$167M
Net Income-$18M
Employer EIN411224625
Plan Effective Date1990-10-01
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 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants Rosen's Diversified 401(k) Retirement Plan, Total assets ($B): 0.16712259 · Participants: 3804Rosen's Diversified 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 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Rosen's Diversified 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Irell & Manella Profit Sharing Plan in CA ($167M); by covered participants it is Nash Johnson & Sons' Svgs & Ret Plan in NC (3,806 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($167M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,804 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 401(k) Retirement Plan assets move in 2022? ▼
Rosen's Diversified 401(k) Retirement Plan pulled back noticeably - down 9.8% during 2022, from $185M to $167M. Reported net income was -$18M.
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.
Where does Rosen's Diversified 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Rosen's Diversified 401(k) Retirement Plan ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Rosen's Diversified 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Irell & Manella Profit Sharing Plan in CA ($167M, 122 participants).
Which 401(k) plans cover a similar participant headcount to Rosen's Diversified 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nash Johnson & Sons' Svgs & Ret Plan in NC (3,806 participants, $42M 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.