401(k) · DOL Form 5500 · 2022

Rosewood Corporate Investments, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
305
Participants Below avg headcount
31st
Percentile by assets National rank
$5,266
Avg per participant Low balance/head
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Official DOL plan name: Rosewood Family of Companies 401(k) Retirement Plan · Sponsored by Rosewood Corporate Investments, LLC · North Carolina · Agriculture, Forestry & Fishing

$2M in assets, 305 participants

Rosewood Corporate Investments, LLC's Rosewood Family of Companies 401(k) Retirement Plan reported $2M in total assets and 305 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #497 in Agriculture, Forestry & Fishing (1,523 peers)

Coverage in North Carolina

Rosewood Family of Companies 401(k) Retirement Plan covers 305 participants in North Carolina, about 37% of the average North Carolina filer (state average ~819 per filing). Assets: $2M.

#497
in Agriculture, Forestry & Fishing (1,523 peers)
+17.5%
assets growth YoY

Rosewood Family of Companies 401(k) Retirement Plan among the smaller filed plans by assets

Rosewood Family of Companies 401(k) Retirement Plan vs every filed plan by assets

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

$1,606,174 31st percentile higher than 31% 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 Family of Companies 401(k) Retirement 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 Family of Companies 401(k) Retirement Plan sits mid-pack in the medium band (305 participants).

Form 5500 schedule snapshot

Filing strip 262911313 · Rosewood Corporate Investments, LLC PY 2022 · 401(k)

Rosewood Family of Companies 401(k) Retirement Plan · $2M · 305 · 31st

  • BOOK $2M
  • BOOK 305
  • BOOK 31st
  • BOOK 401(k)
  • BOOK near David P. Broome 401(k) Plan
  • BOOK ind #497

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 Agriculture, Forestry & Fishing retirement plans → · Plans in North Carolina →

Rosewood Family of Companies 401(k) Retirement Plan in the asset neighbourhood

Rosewood Family of Companies 401(k) Retirement PlanRosewood Family of Companies…$2MDavid P. Broome 401(k) Plan$2MArl Inc. Retirement Plan$2MMike Adams Construction Company Profit Sharing PlanMike Adams Construction Comp…$2MDiebold Inc 401(k) Savings Plan for Puerto Rico AssociatesDiebold Inc 401(k) Savings P…$2M
End-of-year total assets ($M) among Rosewood Family of Companies 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$239K
Employer EIN262911313
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rosewood Corporate Investments, LLC)

Sponsor-wide plan assets over time

All Rosewood Corporate Investments, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 70.88821011920253% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 20222024 $1.61M $2.74M ▲ +70.2%
Year Plans Participants Total Assets
2022 1 305 $2M
2024 1 170 $3M

Nearby 401(k) Plans in North Carolina

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

Rosewood Family of Companies 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Rosewood Family of Companies 401(k) Retirement Plan, Total assets ($B): 0.001606174 · Participants: 305Rosewood Family of Companies 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Rosewood Family of Companies 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Rosewood Family of Companies 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside North Carolina, the nearest 401(k) by assets is David P. Broome 401(k) Plan in AL ($2M); by covered participants it is Unite Retirement Savings Plan in MO (305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 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 Family of Companies 401(k) Retirement Plan assets move in 2022? ▼
Rosewood Family of Companies 401(k) Retirement Plan grew sharply - up 17.5% during 2022, from $1M to $2M. Reported net income was $239K.
How have Rosewood Corporate Investments, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Rosewood Corporate Investments, LLC's sponsor-wide assets grew 70.9%, from $2M to $3M.
Which 401(k) plans are similar in size to Rosewood Family of Companies 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is David P. Broome 401(k) Plan in AL ($2M, 3 participants).
Which 401(k) plans cover a similar participant headcount to Rosewood Family of Companies 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Unite Retirement Savings Plan in MO (305 participants, $14M 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 262911313.

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.