401(k) · DOL Form 5500 · 2023

Oprona, Inc. Dba Rosen USA, Inc. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
662
Participants Below avg headcount
84th
Percentile by assets National rank
$63,683
Avg per participant Low balance/head
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Official DOL plan name: Rosen USA 401(k) Plan · Sponsored by Oprona, Inc. Dba Rosen USA, Inc. · Texas · Professional & Technical Services

$42M in assets, 662 participants

Oprona, Inc. Dba Rosen USA, Inc.'s Rosen USA 401(k) Plan reported $42M in total assets and 662 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #17,191 in Professional & Technical Services (20,321 peers)

Where Rosen USA 401(k) Plan sits by assets

Rosen USA 401(k) Plan sits in the top quartile of all filed plans by assets, $42M for 662 participants (~$63,683/participant), up 30.1% in 2023.

#17,191
in Professional & Technical Services (20,321 peers)
+30.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Rosen USA 401(k) Plan's outsized position by total assets

Rosen USA 401(k) Plan vs every filed plan by assets

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

$42,157,848 Top 16% higher than 84% 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

Rosen USA 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rosen USA 401(k) Plan sits mid-pack in the medium band (662 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rosen USA 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Rosen USA 401(k) Plan end-of-year assets rose from $32M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Rosen USA 401(k) Plan reported participants rose from 621 in the plan year 2022 filing to 662 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 208040748 · Oprona, Inc. Dba Rosen USA, Inc. PY 2023 · 401(k)

Rosen USA 401(k) Plan · $42M · 662 · 84th

  • NET $42M
  • NET 662
  • NET 84th
  • NET 401(k)
  • NET near Healthcare Information and Management Systems Society 401(k) Plan
  • NET ind #17191

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 Professional & Technical Services retirement plans → · Plans in Texas →

Rosen USA 401(k) Plan in the asset neighbourhood

Olsson Industrial Electric, Inc. Profit Sharing and 401(k) PlanOlsson Industrial Electric, …$42MRosen USA 401(k) Plan$42MHealthcare Information and Management Systems Society 401(k) PlanHealthcare Information and M…$42MCaymus Vineyards 401(k) and Profit Sharing PlanCaymus Vineyards 401(k) and …$42MAtl Hawks LLC 401(k) Retirement PlanAtl Hawks LLC 401(k) Retirem…$42M
End-of-year total assets ($M) among Rosen USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$42M
Net Income$10M
Employer EIN208040748
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oprona, Inc. Dba Rosen USA, Inc.)

Sponsor-wide plan assets over time

All Oprona, Inc. Dba Rosen USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$48M 47.22548641756821% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $32.4M $47.7M ▲ +47.3%
Year Plans Participants Total Assets
2022 1 621 $32M
2023 1 662 $42M
2024 1 619 $48M

Nearby 401(k) Plans in Texas

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

Rosen USA 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Rosen USA 401(k) Plan, Total assets ($B): 0.042157848 · Participants: 662Rosen USA 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Rosen USA 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Rosen USA 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Healthcare Information and Management Systems Society 401(k) Plan in IL ($42M); by covered participants it is Southwest Power Pool 401(k) Savings Plan in AR (662 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (662 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 Rosen USA 401(k) Plan assets move in 2023? ▼
Rosen USA 401(k) Plan surged - up 30.1% during 2023, from $32M to $42M. Reported net income was $10M.
How have Oprona, Inc. Dba Rosen USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oprona, Inc. Dba Rosen USA, Inc.'s sponsor-wide assets grew 47.2%, from $32M to $48M.
Where does Rosen USA 401(k) Plan rank by assets among Form 5500 filers? ▼
Rosen USA 401(k) Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Rosen USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Healthcare Information and Management Systems Society 401(k) Plan in IL ($42M, 201 participants).
Which 401(k) plans cover a similar participant headcount to Rosen USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southwest Power Pool 401(k) Savings Plan in AR (662 participants, $194M 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 208040748.

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.