401(k) · DOL Form 5500 · 2022

Rose's Southwest Papers, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
86
Participants Small participant base
53rd
Percentile by assets National rank
$65,777
Avg per participant Below avg balance/head
PlainRetire home → About this data

Official DOL plan name: Rose's Southwest Papers, Inc. 401(k) Plan Plan · Sponsored by Rose's Southwest Papers, Inc. · New Mexico · Manufacturing

$6M in assets, 86 participants

Rose's Southwest Papers, Inc.'s Rose's Southwest Papers, Inc. 401(k) Plan Plan reported $6M in total assets and 86 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #7,686 in Manufacturing (20,602 peers)

2022 asset change

Rose's Southwest Papers, Inc. 401(k) Plan Plan pulled back noticeably 14.9% in 2022 ($7M → $6M) for 86 participants.

#7,686
in Manufacturing (20,602 peers)
-14.9%
assets change YoY

The plan reported a net loss of $990K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rose's Southwest Papers, Inc. 401(k) Plan Plan's mid-pack asset rank among Manufacturing and all filers

Rose's Southwest Papers, Inc. 401(k) Plan Plan vs every filed plan by assets

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

$5,656,831 Top 47% higher than 53% 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's Southwest Papers, Inc. 401(k) Plan 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's Southwest Papers, Inc. 401(k) Plan Plan is a small filing (86 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 850323158 · Rose's Southwest Papers, Inc. PY 2022 · 401(k)

Rose's Southwest Papers, Inc. 401(k) Plan Plan · $6M · 86 · 53rd

  • VS-ST $6M
  • VS-ST 86
  • VS-ST 53rd
  • VS-ST 401(k)
  • VS-ST near Muscogee International 401(k) Plan
  • VS-ST ind #7686

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 New Mexico →

Rose's Southwest Papers, Inc. 401(k) Plan Plan in the asset neighbourhood

Rose's Southwest Papers, Inc. 401(k) Plan PlanRose's Southwest Papers, Inc…$6MMuscogee International 401(k) PlanMuscogee International 401(k…$6MJohn R. Wood, Inc. Retirement Savings PlanJohn R. Wood, Inc. Retiremen…$6MMeritage Hospitality Group 401(k)Meritage Hospitality Group 4…$6MDana-Co, LLC 401(k) Plan$6M
End-of-year total assets ($M) among Rose's Southwest Papers, Inc. 401(k) Plan Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$990K
Employer EIN850323158
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Mexico

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

Rose's Southwest Papers, Inc. 401(k) Plan Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Rose's Southwest Papers, Inc. 401(k) Plan Plan, Total assets ($B): 0.005656831 · Participants: 86Rose's Southwest Papers, Inc. 401(k) Plan PlanNtess Savings and Income Plan, Total assets ($B): 5.039491778 · Participants: 14007Ntess Savings and Income PlanTriad 401(k) Retirement Plan, Total assets ($B): 1.548125595 · Participants: 8535Triad 401(k) Retirement PlanTriad 401(k) Savings Plan, Total assets ($B): 0.750238886 · Participants: 2476Triad 401(k) Savings PlanPnm Resources, Inc. Retirement Savings Plan, Total assets ($B): 0.707275306 · Participants: 1638Pnm Resources, Inc. Retirement Savings PlanApplied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.445070272 · Participants: 1553Applied Research Associates, Inc. 401(k) Profit Sharing Plan & Trust
Rose's Southwest Papers, Inc. 401(k) Plan Plan vs. nearby 401(k) plans in New Mexico, assets vs. participants
Compare Rose's Southwest Papers, Inc. 401(k) Plan Plan side-by-side with 3 peers →

Rose's Southwest Papers, Inc. 401(k) Plan Plan's out-of-state 401(k) peers by assets and headcount

Outside New Mexico, the nearest 401(k) by assets is Muscogee International 401(k) Plan in OK ($6M); by covered participants it is Sauder Woodworking Subsidiaries 401(k) Retirement Investment Plan in OH (86 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (86 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's Southwest Papers, Inc. 401(k) Plan Plan assets move in 2022? ▼
Rose's Southwest Papers, Inc. 401(k) Plan Plan pulled back noticeably - down 14.9% during 2022, from $7M to $6M. Reported net income was -$990K.
Which 401(k) plans are similar in size to Rose's Southwest Papers, Inc. 401(k) Plan Plan? ▼
Among 401(k) plans in other states, the closest by assets is Muscogee International 401(k) Plan in OK ($6M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Rose's Southwest Papers, Inc. 401(k) Plan Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sauder Woodworking Subsidiaries 401(k) Retirement Investment Plan in OH (86 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 850323158.

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.