401(k) · DOL Form 5500 · 2023

Penny and Rose Home Company 401(k) Plan

Data updated 2026-08-25

$128K
Total assets Small plan by assets
1
Participants Small participant base
8th
Percentile by assets National rank
$128,115
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Penny and Rose Home Company 401(k) Plan · Sponsored by Penny and Rose Home Company · Maryland · Retail Trade

$128K in assets, 1 participants

Penny and Rose Home Company's Penny and Rose Home Company 401(k) Plan reported $128K in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,033 in Retail Trade (8,414 peers)

What the 2023 filing shows

Penny and Rose Home Company 401(k) Plan holds $128K for 1 participant - about $128,115 per participant, among the smaller plans by assets on file.

#1,033
in Retail Trade (8,414 peers)
+3.8%
assets growth YoY

Penny and Rose Home Company 401(k) Plan among the smaller filed plans by assets

Penny and Rose Home Company 401(k) Plan vs every filed plan by assets

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

$128,115 8th percentile higher than 8% 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

Penny and Rose Home Company 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Penny and Rose Home Company 401(k) Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Penny and Rose Home Company 401(k) Plan reported net income rose from $4K in the plan year 2022 filing to $5K in the plan year 2023 filing.
  • Penny and Rose Home Company 401(k) Plan end-of-year assets rose from $123K in the plan year 2022 filing to $128K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 833501104 · Penny and Rose Home Company PY 2023 · 401(k)

Penny and Rose Home Company 401(k) Plan · $128K · 1 · 8th

  • VS-ST $128K
  • BOY 1
  • SCH 8th
  • EBSA 401(k)
  • PART near Gst Designs Retirement Plan
  • TYPE ind #1033

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 Maryland →

Penny and Rose Home Company 401(k) Plan in the asset neighbourhood

Penny and Rose Home Company 401(k) PlanPenny and Rose Home Company …$128KGst Designs Retirement Plan$128KCrossville Bnrv Sales LLC 401(k) Profit Sharing Plan and TrustCrossville Bnrv Sales LLC 40…$128KFincon Consulting Services, Inc. 401(k) Profit Sharing PlanFincon Consulting Services, …$128KDay Ventures, Inc. 401(k) PlanDay Ventures, Inc. 401(k) Pl…$128K
End-of-year total assets ($M) among Penny and Rose Home Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$123K
Net Assets (End of Year)$128K
Net Income$5K
Employer EIN833501104
Plan Effective Date2019-02-07
Filing StatusFILING RECEIVED

Sponsor Plan History (Penny and Rose Home Company)

Sponsor-wide plan assets over time

All Penny and Rose Home Company plans reported in each filing year

Latest sponsor-wide plan assets
$125K 1.5134084096248885% vs 2022
2024 filing year
$0.12M$0.12M$0.13M$0.13M$0.14M 202220232024 $0.12M $0.13M ▲ +8.3%
Year Plans Participants Total Assets
2022 1 1 $123K
2023 1 1 $128K
2024 1 1 $125K

Nearby 401(k) Plans in Maryland

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

Penny and Rose Home Company 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Penny and Rose Home Company 401(k) Plan, Total assets ($B): 0.000128115 · Participants: 1Penny and Rose Home Company 401(k) PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 47.273019756 · Participants: 91511Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 10.20606962 · Participants: 96415Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.357344903 · Participants: 6292T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 3.951576315 · Participants: 2767Nfl Player Second Career Savings PlanSodexo 401 (K) Employees' Retirement Savings Plan and Trust, Total assets ($B): 2.217483854 · Participants: 80121Sodexo 401 (K) Employees' Retirement Savings Plan and Trust
Penny and Rose Home Company 401(k) Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Penny and Rose Home Company 401(k) Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest 401(k) by assets is Gst Designs Retirement Plan in TX ($128K); by covered participants it is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Penny and Rose Home Company 401(k) Plan assets move in 2023? ▼
Penny and Rose Home Company 401(k) Plan edged up modestly - up 3.8% during 2023, from $123K to $128K. Reported net income was $5K.
How have Penny and Rose Home Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Penny and Rose Home Company's sponsor-wide assets grew 1.5%, from $123K to $125K.
Where does Penny and Rose Home Company 401(k) Plan rank by assets among Form 5500 filers? ▼
Penny and Rose Home Company 401(k) Plan ranks in the 8th 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 Penny and Rose Home Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Gst Designs Retirement Plan in TX ($128K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Penny and Rose Home Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Beandel, Inc. 401(k) Profit Sharing Plan in UT (1 participant, $458 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 833501104.

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.