401(k) · DOL Form 5500 · 2023

Historical Properties, Inc. 401(k) Plan

Data updated 2026-08-25

$903K
Total assets Small plan by assets
15
Participants Small participant base
23rd
Percentile by assets National rank
$60,204
Avg per participant Low balance/head
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Official DOL plan name: Rose 401(k) Plan · Sponsored by Historical Properties, Inc. · California · Food Services & Accommodation

$903K in assets, 15 participants

Historical Properties, Inc.'s Rose 401(k) Plan reported $903K in total assets and 15 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #2,215 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Rose 401(k) Plan ranks #2,215 of 3,828 2023 filers by assets (2167% of the sector average)-$903K for 15 participants.

#2,215
in Food Services & Accommodation (3,828 peers)
-23.1%
assets change YoY

The plan reported a net loss of $272K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rose 401(k) Plan among the smaller filed plans by assets

Rose 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$903,053 23rd percentile higher than 23% of 127,068 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 2023

Rose 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rose 401(k) Plan is a small filing (15 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rose 401(k) Plan end-of-year assets fell from $1M in the plan year 2022 filing to $903K in the plan year 2023 filing.
  • Rose 401(k) Plan reported net income fell from -$233K in the plan year 2022 filing to -$272K in the plan year 2023 filing.
  • Rose 401(k) Plan reported participants fell from 17 in the plan year 2022 filing to 15 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 954148695 · Historical Properties, Inc. PY 2023 · 401(k)

Rose 401(k) Plan · $903K · 15 · 23rd

  • VS-ST $903K
  • BOY 15
  • SCH 23rd
  • EBSA 401(k)
  • PART near Diamante 401(k) Profit Sharing Plan
  • TYPE ind #2215

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 Food Services & Accommodation retirement plans → · Plans in California →

Rose 401(k) Plan in the asset neighbourhood

Rose 401(k) Plan$903KDiamante 401(k) Profit Sharing PlanDiamante 401(k) Profit Shari…$903KCu Dealer Direct 401(k) Plan$903KEnvironmental Techniques Corp. 401(k) PlanEnvironmental Techniques Cor…$903KGermantown Plantation Ret Comm 401(k) Profit Sharing Plan & TrustGermantown Plantation Ret Co…$903K
End-of-year total assets ($M) among Rose 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$903K
Net Income-$272K
Employer EIN954148695
Plan Effective Date1997-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Historical Properties, Inc.)

Sponsor-wide plan assets over time

All Historical Properties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 11.664740218951138% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $1.17M $1.04M ▼ -11.1%
Year Plans Participants Total Assets
2022 1 17 $1M
2023 1 15 $903K
2024 1 9 $1M

Nearby 401(k) Plans in California

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

Rose 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Rose 401(k) Plan, Total assets ($B): 0.000903053 · Participants: 15Rose 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Rose 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Rose 401(k) Plan side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Diamante 401(k) Profit Sharing Plan in CO ($903K); by covered participants it is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rose 401(k) Plan assets move in 2023? ▼
Rose 401(k) Plan declined sharply - down 23.1% during 2023, from $1M to $903K. Reported net income was -$272K.
How have Historical Properties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Historical Properties, Inc.'s sponsor-wide assets declined 11.7%, from $1M to $1M.
Where does Rose 401(k) Plan rank by assets among Form 5500 filers? ▼
Rose 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Rose 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Diamante 401(k) Profit Sharing Plan in CO ($903K, 5 participants).
Which 401(k) plans cover a similar participant headcount to Rose 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ear Nose and Throat of Northwest Georgia PC Profit Sharing Plan in GA (15 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 954148695.

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.