401(k) · DOL Form 5500 · 2022

H. T. Rose Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
237
Participants Below avg headcount
61st
Percentile by assets National rank
$34,764
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rose Casual Dining 401(k) Retirement Savings Plan · Sponsored by H. T. Rose Enterprises, Inc. · Pennsylvania · Food Services & Accommodation

$8M in assets, 237 participants

H. T. Rose Enterprises, Inc.'s Rose Casual Dining 401(k) Retirement Savings Plan reported $8M in total assets and 237 participants in its 2022 DOL Form 5500 filing, ranking in the 61st 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.

  • #4,031 in Food Services & Accommodation (4,592 peers)

Coverage in Pennsylvania

Rose Casual Dining 401(k) Retirement Savings Plan covers 237 participants in Pennsylvania, about 29% of the average Pennsylvania filer (state average ~822 per filing). Assets: $8M.

#4,031
in Food Services & Accommodation (4,592 peers)
-21.8%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rose Casual Dining 401(k) Retirement Savings Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Rose Casual Dining 401(k) Retirement Savings Plan vs every filed plan by assets

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

$8,239,060 Top 39% higher than 61% 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 Casual Dining 401(k) Retirement Savings 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. Rose Casual Dining 401(k) Retirement Savings Plan sits mid-pack in the medium band (237 participants).

DOL schedule card

Filing strip 232360799 · H. T. Rose Enterprises, Inc. PY 2022 · 401(k)

Rose Casual Dining 401(k) Retirement Savings Plan · $8M · 237 · 61st

  • NET $8M
  • NET 237
  • NET 61st
  • NET 401(k)
  • NET near Al Bourdeau Insurance Service, Inc. 401(k) Plan
  • NET ind #4031

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 Pennsylvania →

Rose Casual Dining 401(k) Retirement Savings Plan in the asset neighbourhood

Rose Casual Dining 401(k) Retirement Savings PlanRose Casual Dining 401(k) Re…$8MAl Bourdeau Insurance Service, Inc. 401(k) PlanAl Bourdeau Insurance Servic…$8MPlanned Parenthood of Greater Washington and North Idaho Retirement PlanPlanned Parenthood of Greate…$8MBio Medical Devices 401(k) PlanBio Medical Devices 401(k) P…$8MPeter's Auto Sales Profit Sharing Plan & TrustPeter's Auto Sales Profit Sh…$8M
End-of-year total assets ($M) among Rose Casual Dining 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN232360799
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H. T. Rose Enterprises, Inc.)

Sponsor-wide plan assets over time

All H. T. Rose Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 33.03941226304943% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.24M $11M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 237 $8M
2023 1 236 $10M
2024 1 270 $11M

Nearby 401(k) Plans in Pennsylvania

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

Rose Casual Dining 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Rose Casual Dining 401(k) Retirement Savings Plan, Total assets ($B): 0.00823906 · Participants: 237Rose Casual Dining 401(k) Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Rose Casual Dining 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Rose Casual Dining 401(k) Retirement Savings Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest 401(k) by assets is Al Bourdeau Insurance Service, Inc. 401(k) Plan in MI ($8M); by covered participants it is Vibrantcare Rehabilitation Inc. 401(k) Profit Sharing Plan and Trust in CA (237 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (237 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 Casual Dining 401(k) Retirement Savings Plan assets move in 2022? ▼
Rose Casual Dining 401(k) Retirement Savings Plan declined sharply - down 21.8% during 2022, from $11M to $8M. Reported net income was -$2M.
How have H. T. Rose Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H. T. Rose Enterprises, Inc.'s sponsor-wide assets grew 33.0%, from $8M to $11M.
Which 401(k) plans are similar in size to Rose Casual Dining 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Al Bourdeau Insurance Service, Inc. 401(k) Plan in MI ($8M, 91 participants).
Which 401(k) plans cover a similar participant headcount to Rose Casual Dining 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Vibrantcare Rehabilitation Inc. 401(k) Profit Sharing Plan and Trust in CA (237 participants, $5M 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 232360799.

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.