401(k) · DOL Form 5500 · 2022
Rose Companies Employer, LLC 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 425
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $73,155
- Avg per participant Below avg balance/head
Official DOL plan name: Rose Companies Employer 401(k) Plan · Sponsored by Rose Companies Employer, LLC · Ohio · Real Estate
$31M in assets, 425 participants
Rose Companies Employer, LLC's Rose Companies Employer 401(k) Plan reported $31M in total assets and 425 participants in its 2022 DOL Form 5500 filing, ranking in the 83rd 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.
- #4,695 in Real Estate (5,057 peers)
Where Rose Companies Employer 401(k) Plan sits by assets
Rose Companies Employer 401(k) Plan sits in the top quartile of all filed plans by assets, $31M for 425 participants (~$73,155/participant), down 14.9% in 2022.
- #4,695
- in Real Estate (5,057 peers)
- -14.9%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rose Companies Employer 401(k) Plan's outsized position by total assets
Rose Companies Employer 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$31,090,691 Top 17% higher than 83% 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
Rose Companies Employer 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 Companies Employer 401(k) Plan sits mid-pack in the medium band (425 participants).
Form 5500 schedule snapshot
Filing strip 813982831 · Rose Companies Employer, LLC PY 2022 · 401(k)
Rose Companies Employer 401(k) Plan · $31M · 425 · 83rd
- BOY $31M
- BOY 425
- BOY 83rd
- BOY 401(k)
- BOY near Guttman Energy, Inc. Retirement Savings Plan
- BOY ind #4695
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 Ohio →
Rose Companies Employer 401(k) Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $37M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | -$5M |
| Employer EIN | 813982831 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rose Companies Employer, LLC)
Sponsor-wide plan assets over time
All Rose Companies Employer, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 15.9792556556559% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 425 | $31M |
| 2023 | 1 | 461 | $37M |
| 2024 | 1 | 401 | $36M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Rose Companies Employer 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Guttman Energy, Inc. Retirement Savings Plan in PA ($31M); by covered participants it is Bayer Built Woodworks, Inc. Retirement Plan in MN (425 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- Guttman Energy, Inc. Retirement Savings Plan (PA) $31M · 192
- Plaid Enterprises, Inc. 401(k) Retirement Savings Plan (GA) $31M · 381
- Sause Bros. Retirement Plan (OR) $31M · 160
- Capstone 401(k) Plan (GA) $31M · 12,882
Similar participant headcount
Nearest other-state filings by covered participants (425 participants); asset peers above are excluded.
- Bayer Built Woodworks, Inc. Retirement Plan (MN) 425 · 0 off
- Lb&b Associates Inc. 401(k) Plan (MD) 425 · 0 off
- Seneca Holdings, LLC 401(k) Retirement Savings Plan (NY) 425 · 0 off
- Intercap Lending 401(k) Retirement Plan (UT) 425 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.