401(k) · DOL Form 5500 · 2022
The Rose 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 110
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $26,864
- Avg per participant Low balance/head
Official DOL plan name: The Rose 401(k) Plan · Sponsored by The Rose · Texas · Healthcare & Social Assistance
$3M in assets, 110 participants
The Rose's The Rose 401(k) Plan reported $3M in total assets and 110 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- #8,743 in Healthcare & Social Assistance (20,060 peers)
Coverage in Texas
The Rose 401(k) Plan covers 110 participants in Texas, about 16% of the average Texas filer (state average ~688 per filing). Assets: $3M.
- #8,743
- in Healthcare & Social Assistance (20,060 peers)
- -4.7%
- assets change YoY
The plan reported a net loss of $147K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Rose 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Rose 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,955,051 40th percentile higher than 40% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
The Rose 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. The Rose 401(k) Plan sits mid-pack in the medium band (110 participants).
Published 5500 schedule card
Filing strip 760193812 · The Rose PY 2022 · 401(k)
The Rose 401(k) Plan · $3M · 110 · 40th
- RANK $3M
- PHOTO 110
- IND 40th
- EOY 401(k)
- 5500 near Mcleod Addictive Disease Center, Inc. 401(k) Plan
- ASSETS ind #8743
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 Healthcare & Social Assistance retirement plans → · Plans in Texas →
The Rose 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$147K |
| Employer EIN | 760193812 |
| Plan Effective Date | 2002-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Rose)
Sponsor-wide plan assets over time
All The Rose plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 36.51767769828677% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 110 | $3M |
| 2024 | 1 | 124 | $4M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $37.6B · 144,503
- Exxonmobil Savings Plan $21.3B · 23,619
- Caterpillar 401(k) Savings Plan $13.8B · 38,538
- American Airlines, Inc. 401(k) Plan $12.8B · 85,577
- Dell Inc. 401(k) Plan $12.0B · 47,532
The Rose 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Mcleod Addictive Disease Center, Inc. 401(k) Plan in NC ($3M); by covered participants it is Mahajan Therapeutics, Llc401(k) Plan in OH (110 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (110 participants); asset peers above are excluded.
- Mahajan Therapeutics, Llc401(k) Plan (OH) 110 · 0 off
- Health Decisions 401(k) Plan Final (NC) 110 · 0 off
- Pacific Gateway Concessions, LLC 401(k) Plan (CA) 110 · 0 off
- Burns Pest Elimination, Inc. 401(k) Plan (AZ) 110 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.