401(k) · DOL Form 5500 · 2022

Rose Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
227
Participants Below avg headcount
77th
Percentile by assets National rank
$85,896
Avg per participant Below avg balance/head
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Official DOL plan name: Rose Associates, Inc. 401(k) Plan · Sponsored by Rose Associates, Inc. · New York · Real Estate

$19M in assets, 227 participants

Rose Associates, Inc.'s Rose Associates, Inc. 401(k) Plan reported $19M in total assets and 227 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,507 in Real Estate (5,057 peers)

Coverage in New York

Rose Associates, Inc. 401(k) Plan covers 227 participants in New York, about 28% of the average New York filer (state average ~798 per filing). Assets: $19M.

#4,507
in Real Estate (5,057 peers)
-14.0%
assets change YoY
0.2×
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.

Rose Associates, Inc. 401(k) Plan's outsized position by total assets

Rose Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$19,498,470 Top 23% higher than 77% 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

Rose Associates, Inc. 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. Rose Associates, Inc. 401(k) Plan sits mid-pack in the medium band (227 participants).

EBSA filing schedule strip

Filing strip 132796845 · Rose Associates, Inc. PY 2022 · 401(k)

Rose Associates, Inc. 401(k) Plan · $19M · 227 · 77th

  • PART $19M
  • TYPE 227
  • NET 77th
  • BOOK 401(k)
  • VS-ST near Danaherlagnese, PC 401(k) Plan
  • BOY ind #4507

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 Real Estate retirement plans → · Plans in New York →

Rose Associates, Inc. 401(k) Plan in the asset neighbourhood

Rose Associates, Inc. 401(k) PlanRose Associates, Inc. 401(k)…$19MDanaherlagnese, PC 401(k) PlanDanaherlagnese, PC 401(k) Pl…$20MJindal Films Americas LLC 401(k) Retirement PlanJindal Films Americas LLC 40…$20MIt Group, LLC 401(k) Savings PlanIt Group, LLC 401(k) Savings…$19MLiberty Auto Group, Ltd. 401(k) PlanLiberty Auto Group, Ltd. 401…$19M
End-of-year total assets ($M) among Rose Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$19M
Net Income-$3M
Employer EIN132796845
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rose Associates, Inc.)

Sponsor-wide plan assets over time

All Rose Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 21.91501142300451% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $46.1M $56.2M ▲ +21.9%
Year Plans Participants Total Assets
2022 2 255 $46M
2023 2 287 $52M
2024 2 328 $56M

Nearby 401(k) Plans in New York

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

Rose Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Rose Associates, Inc. 401(k) Plan, Total assets ($B): 0.01949847 · Participants: 227Rose Associates, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Rose Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rose Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Rose Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Danaherlagnese, PC 401(k) Plan in CT ($20M); by covered participants it is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Rose Associates, Inc. 401(k) Plan assets move in 2022? ▼
Rose Associates, Inc. 401(k) Plan pulled back noticeably - down 14.0% during 2022, from $23M to $19M. Reported net income was -$3M.
How have Rose Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rose Associates, Inc.'s sponsor-wide assets grew 21.9%, from $46M to $56M.
Where does Rose Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Rose Associates, Inc. 401(k) Plan ranks in the 77th 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 Rose Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Danaherlagnese, PC 401(k) Plan in CT ($20M, 39 participants).
Which 401(k) plans cover a similar participant headcount to Rose Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Traditional Bank, Inc. 401(k) Profit Sharing Plan in KY (227 participants, $28M 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 132796845.

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.