401(k) · DOL Form 5500 · 2022

Rosewood Hotels and Resorts, LLC. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
730
Participants Near avg headcount
81st
Percentile by assets National rank
$36,275
Avg per participant Low balance/head
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Official DOL plan name: Rosewood Hotels and Resorts 401(k) Plan I · Sponsored by Rosewood Hotels and Resorts, LLC. · California · Professional & Technical Services

$26M in assets, 730 participants

Rosewood Hotels and Resorts, LLC.'s Rosewood Hotels and Resorts 401(k) Plan I reported $26M in total assets and 730 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #17,643 in Professional & Technical Services (21,562 peers)

Where Rosewood Hotels and Resorts 401(k) Plan I sits by assets

Rosewood Hotels and Resorts 401(k) Plan I sits in the top quartile of all filed plans by assets, $26M for 730 participants (~$36,275/participant), down 9.6% in 2022.

#17,643
in Professional & Technical Services (21,562 peers)
-9.6%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rosewood Hotels and Resorts 401(k) Plan I's outsized position by total assets

Rosewood Hotels and Resorts 401(k) Plan I vs every filed plan by assets

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

$26,480,624 Top 19% higher than 81% 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 Hotels and Resorts 401(k) Plan I 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 Hotels and Resorts 401(k) Plan I sits mid-pack in the medium band (730 participants).

Plan-year Form 5500 strip

Filing strip 752746788 · Rosewood Hotels and Resorts, LLC. PY 2022 · 401(k)

Rosewood Hotels and Resorts 401(k) Plan I · $26M · 730 · 81st

  • EIN $26M
  • RANK 730
  • PHOTO 81st
  • IND 401(k)
  • EOY near Advantage Testing, Inc.401(k) Plan
  • 5500 ind #17643

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 Professional & Technical Services retirement plans → · Plans in California →

Rosewood Hotels and Resorts 401(k) Plan I in the asset neighbourhood

Rosewood Hotels and Resorts 401(k) Plan IRosewood Hotels and Resorts …$26MAdvantage Testing, Inc.401(k) PlanAdvantage Testing, Inc.401(k…$26MBarron Collier Partnership Savings PlanBarron Collier Partnership S…$26MThe Frisch School 401(k) Plan$26MBomgaars Supply, Inc. Profit Sharing and Savings PlanBomgaars Supply, Inc. Profit…$26M
End-of-year total assets ($M) among Rosewood Hotels and Resorts 401(k) Plan I and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$26M
Net Income-$3M
Employer EIN752746788
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rosewood Hotels and Resorts, LLC.)

Sponsor-wide plan assets over time

All Rosewood Hotels and Resorts, LLC. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 10.627964683780338% vs 2022
2023 filing year
$56M$58M$60M$62M$64M$66M 20222023 $58.1M $64.3M ▲ +10.6%
Year Plans Participants Total Assets
2022 3 1,321 $58M
2023 2 1,323 $64M

Nearby 401(k) Plans in California

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

Rosewood Hotels and Resorts 401(k) Plan I vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Rosewood Hotels and Resorts 401(k) Plan I, Total assets ($B): 0.026480624 · Participants: 730Rosewood Hotels and Resorts 401(k) Plan IWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Rosewood Hotels and Resorts 401(k) Plan I vs. nearby 401(k) plans in California, assets vs. participants
Compare Rosewood Hotels and Resorts 401(k) Plan I side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Advantage Testing, Inc.401(k) Plan in NY ($26M); by covered participants it is The Associated Jewish Community Federation of Baltimore 401(k) Thrift Plan in MD (730 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (730 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 Hotels and Resorts 401(k) Plan I assets move in 2022? ▼
Rosewood Hotels and Resorts 401(k) Plan I pulled back noticeably - down 9.6% during 2022, from $29M to $26M. Reported net income was -$3M.
How have Rosewood Hotels and Resorts, LLC. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Rosewood Hotels and Resorts, LLC.'s sponsor-wide assets grew 10.6%, from $58M to $64M.
Where does Rosewood Hotels and Resorts 401(k) Plan I rank by assets among Form 5500 filers? ▼
Rosewood Hotels and Resorts 401(k) Plan I ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Rosewood Hotels and Resorts 401(k) Plan I? ▼
Among 401(k) plans in other states, the closest by assets is Advantage Testing, Inc.401(k) Plan in NY ($26M, 310 participants).
Which 401(k) plans cover a similar participant headcount to Rosewood Hotels and Resorts 401(k) Plan I? ▼
Among 401(k) plans in other states, the closest by covered participants is The Associated Jewish Community Federation of Baltimore 401(k) Thrift Plan in MD (730 participants, $52M 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 752746788.

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.