401(k) · DOL Form 5500 · 2022

Rosemore, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
19
Participants Small participant base
53rd
Percentile by assets National rank
$299,066
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rosemore Employee Savings Plan and Trust · Sponsored by Rosemore, Inc. · Maryland · Management of Enterprises

$6M in assets, 19 participants

Rosemore, Inc.'s Rosemore Employee Savings Plan and Trust reported $6M in total assets and 19 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.

  • #397 in Management of Enterprises (1,193 peers)

Management of Enterprises sector rank

Within Management of Enterprises, Rosemore Employee Savings Plan and Trust ranks #397 of 1,193 2022 filers by assets (6257% of the sector average)-$6M for 19 participants.

#397
in Management of Enterprises (1,193 peers)
-12.3%
assets change YoY

The plan reported a net loss of $794K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rosemore Employee Savings Plan and Trust's mid-pack asset rank among Management of Enterprises and all filers

Rosemore Employee Savings Plan and Trust vs every filed plan by assets

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

$5,682,254 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

Rosemore Employee Savings Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rosemore Employee Savings Plan and Trust is a small filing (19 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 521659249 · Rosemore, Inc. PY 2022 · 401(k)

Rosemore Employee Savings Plan and Trust · $6M · 19 · 53rd

  • PCT $6M
  • EIN 19
  • RANK 53rd
  • PHOTO 401(k)
  • IND near Mortgage Equity Partners Retirement Plan
  • EOY ind #397

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 Management of Enterprises retirement plans → · Plans in Maryland →

Rosemore Employee Savings Plan and Trust in the asset neighbourhood

Rosemore Employee Savings Plan and TrustRosemore Employee Savings Pl…$6MMortgage Equity Partners Retirement PlanMortgage Equity Partners Ret…$6MWichita Kenworth, Inc. 401(k) PlanWichita Kenworth, Inc. 401(k…$6MSueba USA Corporation 401(k) PlanSueba USA Corporation 401(k)…$6MUsher Transport, Inc. 401(k) Profit Sharing PlanUsher Transport, Inc. 401(k)…$6M
End-of-year total assets ($M) among Rosemore Employee Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income-$794K
Employer EIN521659249
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rosemore, Inc.)

Sponsor-wide plan assets over time

All Rosemore, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$160M 11.45114049787878% vs 2022
2024 filing year
$150M$160M$170M$180M$190M 202220232024 $181M $160M ▼ -11.5%
Year Plans Participants Total Assets
2022 2 19 $181M
2023 2 18 $180M
2024 1 N/A $160M

Nearby 401(k) Plans in Maryland

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

Rosemore Employee Savings Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -1001020304050 Total assets ($B) Participants Rosemore Employee Savings Plan and Trust, Total assets ($B): 0.005682254 · Participants: 19Rosemore Employee Savings Plan and TrustLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 43.624690273 · Participants: 87666Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 8.25929933 · Participants: 82576Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 3.651080244 · Participants: 6107T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.260404321 · Participants: 2819Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 1.938654635 · Participants: 74729Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Rosemore Employee Savings Plan and Trust vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Rosemore Employee Savings Plan and Trust side-by-side with 3 peers →

Rosemore Employee Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Mortgage Equity Partners Retirement Plan in MA ($6M); by covered participants it is Jch Holdings Inc. 401(k) Plan in TX (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Rosemore Employee Savings Plan and Trust assets move in 2022? ▼
Rosemore Employee Savings Plan and Trust pulled back noticeably - down 12.3% during 2022, from $6M to $6M. Reported net income was -$794K.
How have Rosemore, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rosemore, Inc.'s sponsor-wide assets declined 11.5%, from $181M to $160M.
Which 401(k) plans are similar in size to Rosemore Employee Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mortgage Equity Partners Retirement Plan in MA ($6M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Rosemore Employee Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Jch Holdings Inc. 401(k) Plan in TX (19 participants, $2M 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 521659249.

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.