401(k) · DOL Form 5500 · 2022

A. J. Rose Manufacturing Co. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Small plan by assets
121
Participants Small participant base
80th
Percentile by assets National rank
$203,876
Avg per participant Above avg balance/head
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Official DOL plan name: A.J. Rose Retirement and 401(k) Plan for Non-Union Employees · Sponsored by A. J. Rose Manufacturing Co. · Ohio · Manufacturing

$25M in assets, 121 participants

A. J. Rose Manufacturing Co.'s A.J. Rose Retirement and 401(k) Plan for Non-Union Employees reported $25M in total assets and 121 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #14,859 in Manufacturing (20,602 peers)

Coverage in Ohio

A.J. Rose Retirement and 401(k) Plan for Non-Union Employees covers 121 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $25M.

#14,859
in Manufacturing (20,602 peers)
-12.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

A.J. Rose Retirement and 401(k) Plan for Non-Union Employees's outsized position by total assets

A.J. Rose Retirement and 401(k) Plan for Non-Union Employees vs every filed plan by assets

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

$24,668,971 Top 20% higher than 80% 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

A.J. Rose Retirement and 401(k) Plan for Non-Union Employees 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. A.J. Rose Retirement and 401(k) Plan for Non-Union Employees sits mid-pack in the medium band (121 participants).

EBSA filing schedule strip

Filing strip 340843927 · A. J. Rose Manufacturing Co. PY 2022 · 401(k)

A.J. Rose Retirement and 401(k) Plan for Non-Union Employees · $25M · 121 · 80th

  • SCH $25M
  • SCH 121
  • SCH 80th
  • SCH 401(k)
  • SCH near Isidore Newman School 401(k) Retirement Plan
  • SCH ind #14859

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 Ohio →

A.J. Rose Retirement and 401(k) Plan for Non-Union Employees in the asset neighbourhood

A.J. Rose Retirement and 401(k) Plan for Non-Union EmployeesA.J. Rose Retirement and 401…$25MIsidore Newman School 401(k) Retirement PlanIsidore Newman School 401(k)…$25MVelodyne 401(k) Retirement Savings PlanVelodyne 401(k) Retirement S…$25MU.S. Battery Manufacturing 401(k) Savings PlanU.S. Battery Manufacturing 4…$25MOrthopaedic Specialty Institute Medical Group 401(k) Profit Sharing PlanOrthopaedic Specialty Instit…$25M
End-of-year total assets ($M) among A.J. Rose Retirement and 401(k) Plan for Non-Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$25M
Net Income-$3M
Employer EIN340843927
Plan Effective Date1967-05-22
Filing StatusFILING RECEIVED

Sponsor Plan History (A. J. Rose Manufacturing Co.)

Sponsor-wide plan assets over time

All A. J. Rose Manufacturing Co. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 24.645565194102346% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $41M $51.2M ▲ +24.7%
Year Plans Participants Total Assets
2022 2 345 $41M
2023 2 345 $46M
2024 2 362 $51M

Nearby 401(k) Plans in Ohio

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

A.J. Rose Retirement and 401(k) Plan for Non-Union Employees vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants A.J. Rose Retirement and 401(k) Plan for Non-Union Employees, Total assets ($B): 0.024668971 · Participants: 121A.J. Rose Retirement and 401(k) Plan for Non-Union EmployeesThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
A.J. Rose Retirement and 401(k) Plan for Non-Union Employees vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare A.J. Rose Retirement and 401(k) Plan for Non-Union Employees side-by-side with 3 peers →

A.J. Rose Retirement and 401(k) Plan for Non-Union Employees's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Isidore Newman School 401(k) Retirement Plan in LA ($25M); by covered participants it is Associates in Pediatric Therapy LLC 401(k) Plan in KY (121 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (121 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 A.J. Rose Retirement and 401(k) Plan for Non-Union Employees assets move in 2022? ▼
A.J. Rose Retirement and 401(k) Plan for Non-Union Employees pulled back noticeably - down 12.2% during 2022, from $28M to $25M. Reported net income was -$3M.
How have A. J. Rose Manufacturing Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A. J. Rose Manufacturing Co.'s sponsor-wide assets grew 24.6%, from $41M to $51M.
Where does A.J. Rose Retirement and 401(k) Plan for Non-Union Employees rank by assets among Form 5500 filers? ▼
A.J. Rose Retirement and 401(k) Plan for Non-Union Employees ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to A.J. Rose Retirement and 401(k) Plan for Non-Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is Isidore Newman School 401(k) Retirement Plan in LA ($25M, 277 participants).
Which 401(k) plans cover a similar participant headcount to A.J. Rose Retirement and 401(k) Plan for Non-Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Associates in Pediatric Therapy LLC 401(k) Plan in KY (121 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 340843927.

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.