401(k) · DOL Form 5500 · 2022
Levy-Rosen, LLC 401(k) Plan
Data updated 2026-08-25
- $14M
- Total assets Small plan by assets
- 260
- Participants Below avg headcount
- 72nd
- Percentile by assets National rank
- $55,559
- Avg per participant Low balance/head
Official DOL plan name: Rosen Group 401(k) Plan · Sponsored by Levy-Rosen, LLC · Illinois · Retail Trade
$14M in assets, 260 participants
Levy-Rosen, LLC's Rosen Group 401(k) Plan reported $14M in total assets and 260 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.
- #7,831 in Retail Trade (9,519 peers)
Coverage in Illinois
Rosen Group 401(k) Plan covers 260 participants in Illinois, about 33% of the average Illinois filer (state average ~779 per filing). Assets: $14M.
- #7,831
- in Retail Trade (9,519 peers)
- -19.4%
- assets change YoY
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.
Rosen Group 401(k) Plan's outsized position by total assets
Rosen Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,445,225 Top 28% higher than 72% 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
Rosen Group 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. Rosen Group 401(k) Plan sits mid-pack in the medium band (260 participants).
Plan-year Form 5500 strip
Filing strip 811033591 · Levy-Rosen, LLC PY 2022 · 401(k)
Rosen Group 401(k) Plan · $14M · 260 · 72nd
- TYPE $14M
- TYPE 260
- TYPE 72nd
- TYPE 401(k)
- TYPE near Arden Companies 401(k) Plan
- TYPE ind #7831
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 Retail Trade retirement plans → · Plans in Illinois →
Rosen Group 401(k) Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $14M |
| Net Income | -$3M |
| Employer EIN | 811033591 |
| Plan Effective Date | 1989-05-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Rosen Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Arden Companies 401(k) Plan in MI ($14M); by covered participants it is Sk Life Science, Inc. 401(k) Profit Sharing Plan & Trust in NJ (260 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($14M here).
- Arden Companies 401(k) Plan (MI) $14M · 321
- Central Freight Lines, Inc. 401(k) Savings Plan (TX) $14M · 2,508
- Gold Coast Constructors, Inc. 401(k) Plan (LA) $14M · 135
- Affinity Dental 401-K Retirement Plan (MA) $14M · 205
Similar participant headcount
Nearest other-state filings by covered participants (260 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.