401(k) · DOL Form 5500 · 2023

Sub Rosa Retail, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
39
Participants Small participant base
42nd
Percentile by assets National rank
$116,335
Avg per participant Below avg balance/head
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Official DOL plan name: Sub Rosa Retail, Inc. Retirement Plan · Sponsored by Sub Rosa Retail, Inc. · Ohio · Wholesale Trade

$5M in assets, 39 participants

Sub Rosa Retail, Inc.'s Sub Rosa Retail, Inc. Retirement Plan reported $5M in total assets and 39 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #1,996 in Wholesale Trade (6,309 peers)

Sub Rosa Retail, Inc. multi-year trail

Sub Rosa Retail, Inc.'s plans moved -32.4% in assets from 2022 to 2024; this filing shows Sub Rosa Retail, Inc. Retirement Plan at $5M / 39 participants.

#1,996
in Wholesale Trade (6,309 peers)
-6.2%
assets change YoY

The plan reported a net loss of $300K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Sub Rosa Retail, Inc. Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Sub Rosa Retail, Inc. Retirement Plan vs every filed plan by assets

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

$4,537,081 42nd percentile higher than 42% 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

Sub Rosa Retail, Inc. Retirement 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. Sub Rosa Retail, Inc. Retirement Plan is a small filing (39 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sub Rosa Retail, Inc. Retirement Plan reported net income fell from $244K in the plan year 2022 filing to -$300K in the plan year 2023 filing.
  • Sub Rosa Retail, Inc. Retirement Plan end-of-year assets fell from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 463289548 · Sub Rosa Retail, Inc. PY 2023 · 401(k)

Sub Rosa Retail, Inc. Retirement Plan · $5M · 39 · 42nd

  • SCH $5M
  • EBSA 39
  • PART 42nd
  • TYPE 401(k)
  • NET near Smith Pauley LLP 401(k) Safe Harbor Plan
  • BOOK ind #1996

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 Wholesale Trade retirement plans → · Plans in Ohio →

Sub Rosa Retail, Inc. Retirement Plan in the asset neighbourhood

Sub Rosa Retail, Inc. Retirement PlanSub Rosa Retail, Inc. Retire…$5MSmith Pauley LLP 401(k) Safe Harbor PlanSmith Pauley LLP 401(k) Safe…$5MOrigen Biomedical 401(k) Plan$5MRoyal Palm Yacht & Country Club 401(k) Profit Sharing PlanRoyal Palm Yacht & Country C…$5MMidtown Obstetrics & Gynecology 401(k) PlanMidtown Obstetrics & Gynecol…$5M
End-of-year total assets ($M) among Sub Rosa Retail, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Sub Rosa Retail, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Sub Rosa Retail, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 32.43325706829703% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $4.84M $3.27M ▼ -32.4%
Year Plans Participants Total Assets
2022 1 39 $5M
2023 1 39 $5M
2024 1 19 $3M

Sub Rosa Retail, Inc. filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$300K
Employer EIN463289548
Plan Effective Date2013-07-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Sub Rosa Retail, Inc. Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Sub Rosa Retail, Inc. Retirement Plan, Total assets ($B): 0.004537081 · Participants: 39Sub Rosa Retail, Inc. Retirement PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Sub Rosa Retail, Inc. Retirement Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Sub Rosa Retail, Inc. Retirement Plan side-by-side with 3 peers →

Sub Rosa Retail, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Smith Pauley LLP 401(k) Safe Harbor Plan in NE ($5M); by covered participants it is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (39 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 Sub Rosa Retail, Inc. Retirement Plan assets move in 2023? ▼
Sub Rosa Retail, Inc. Retirement Plan pulled back noticeably - down 6.2% during 2023, from $5M to $5M. Reported net income was -$300K.
How have Sub Rosa Retail, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sub Rosa Retail, Inc.'s sponsor-wide assets declined 32.4%, from $5M to $3M.
Which 401(k) plans are similar in size to Sub Rosa Retail, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Smith Pauley LLP 401(k) Safe Harbor Plan in NE ($5M, 15 participants).
Which 401(k) plans cover a similar participant headcount to Sub Rosa Retail, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John S. Lane & Son, Inc. 401(k) Union Plan in NY (39 participants, N/A 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 463289548.

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.