401(k) · DOL Form 5500 · 2022

The Rosewood Corporation 401(k) Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
230
Participants Below avg headcount
90th
Percentile by assets National rank
$270,629
Avg per participant High balance/head
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Official DOL plan name: Rosewood 401(k) Plan · Sponsored by The Rosewood Corporation · Texas · Finance & Insurance

$62M in assets, 230 participants

The Rosewood Corporation's Rosewood 401(k) Plan reported $62M in total assets and 230 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,724 in Finance & Insurance (9,261 peers)

Coverage in Texas

Rosewood 401(k) Plan covers 230 participants in Texas, about 33% of the average Texas filer (state average ~688 per filing). Assets: $62M.

#7,724
in Finance & Insurance (9,261 peers)
-22.5%
assets change YoY
0.6×
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.

Rosewood 401(k) Plan's outsized position by total assets

Rosewood 401(k) Plan vs every filed plan by assets

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

$62,244,669 Top 10% higher than 90% 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

Rosewood 401(k) 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. Rosewood 401(k) Plan sits mid-pack in the medium band (230 participants).

EBSA filing schedule strip

Filing strip 751997613 · The Rosewood Corporation PY 2022 · 401(k)

Rosewood 401(k) Plan · $62M · 230 · 90th

  • EBSA $62M
  • PART 230
  • TYPE 90th
  • NET 401(k)
  • BOOK near Amynta 401(k) Plan
  • VS-ST ind #7724

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 Finance & Insurance retirement plans → · Plans in Texas →

Rosewood 401(k) Plan in the asset neighbourhood

Mirick, O'connell, Demallie & Lougee, LLP Savings and Retirement Plan and TrustMirick, O'connell, Demallie …$62MRosewood 401(k) Plan$62MAmynta 401(k) Plan$62MElectronic Warfare Associates, Inc. Tax Deferred Savings and Investment PlanElectronic Warfare Associate…$62MVentas, Inc. 401(k) Profit Sharing PlanVentas, Inc. 401(k) Profit S…$62M
End-of-year total assets ($M) among Rosewood 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$80M
Net Assets (End of Year)$62M
Net Income-$18M
Employer EIN751997613
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Rosewood Corporation)

Sponsor-wide plan assets over time

All The Rosewood Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$79M 27.529146311309006% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $62.2M $79.4M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 230 $62M
2023 1 239 $67M
2024 1 244 $79M

Nearby 401(k) Plans in Texas

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

Rosewood 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Rosewood 401(k) Plan, Total assets ($B): 0.062244669 · Participants: 230Rosewood 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Rosewood 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Rosewood 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Amynta 401(k) Plan in NY ($62M); by covered participants it is Convercent 401(k) in CO (230 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (230 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 Rosewood 401(k) Plan assets move in 2022? ▼
Rosewood 401(k) Plan declined sharply - down 22.5% during 2022, from $80M to $62M. Reported net income was -$18M.
How have The Rosewood Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Rosewood Corporation's sponsor-wide assets grew 27.5%, from $62M to $79M.
Where does Rosewood 401(k) Plan rank by assets among Form 5500 filers? ▼
Rosewood 401(k) Plan ranks in the 90th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Rosewood 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amynta 401(k) Plan in NY ($62M, 1,548 participants).
Which 401(k) plans cover a similar participant headcount to Rosewood 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Convercent 401(k) in CO (230 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 751997613.

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.