Profit Sharing · DOL Form 5500 · 2023

Rozeworks Corp. Profit Sharing Plan

Data updated 2026-08-25

$439K
Total assets Small plan by assets
3
Participants Small participant base
17th
Percentile by assets National rank
$146,379
Avg per participant Above avg balance/head
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Official DOL plan name: Rozeworks Corp. Retirement Plan · Sponsored by Rozeworks Corp. · Michigan · Other Services

$439K in assets, 3 participants

Rozeworks Corp.'s Rozeworks Corp. Retirement Plan reported $439K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 17th 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.

  • #2,871 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Rozeworks Corp. Retirement Plan ranks #2,871 of 7,857 2023 filers by assets (4570% of the sector average)-$439K for 3 participants.

#2,871
in Other Services (7,857 peers)
+19.2%
assets growth YoY

Rozeworks Corp. Retirement Plan among the smaller filed plans by assets

Rozeworks Corp. Retirement Plan vs every filed plan by assets

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

$439,138 17th percentile higher than 17% 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

Rozeworks Corp. Retirement 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. Rozeworks Corp. Retirement Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rozeworks Corp. Retirement Plan reported net income rose from -$64K in the plan year 2022 filing to $71K in the plan year 2023 filing.
  • Rozeworks Corp. Retirement Plan end-of-year assets rose from $368K in the plan year 2022 filing to $439K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 814472698 · Rozeworks Corp. PY 2023 · Profit Sharing

Rozeworks Corp. Retirement Plan · $439K · 3 · 17th

  • EBSA $439K
  • PART 3
  • TYPE 17th
  • NET Profit Sharing
  • BOOK near Uptrend Partners Inc. Retirement Plan
  • VS-ST ind #2871

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 Other Services retirement plans → · Plans in Michigan →

Rozeworks Corp. Retirement Plan in the asset neighbourhood

Rozeworks Corp. Retirement PlanRozeworks Corp. Retirement P…$439KUptrend Partners Inc. Retirement PlanUptrend Partners Inc. Retire…$439KVillfoss Enterprises Inc. Retirement PlanVillfoss Enterprises Inc. Re…$439KCastillo Capital & Investments, Inc. Retirement PlanCastillo Capital & Investmen…$439KKull N Claude Fleet Services, Inc. Profit Sharing PlanKull N Claude Fleet Services…$439K
End-of-year total assets ($M) among Rozeworks Corp. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$368K
Net Assets (End of Year)$439K
Net Income$71K
Employer EIN814472698
Plan Effective Date2016-11-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Rozeworks Corp.)

Sponsor-wide plan assets over time

All Rozeworks Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$569K 54.37680183726321% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M 202220232024 $0.37M $0.57M ▲ +54.1%
Year Plans Participants Total Assets
2022 1 3 $368K
2023 1 3 $439K
2024 1 3 $569K

Nearby Profit Sharing Plans in Michigan

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Rozeworks Corp. Retirement Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.52 Total assets ($B) Participants Rozeworks Corp. Retirement Plan, Total assets ($B): 0.000439138 · Participants: 3Rozeworks Corp. Retirement PlanHenry Ford Health System Retirement Savings Plan, Total assets ($B): 1.723538402 · Participants: 14349Henry Ford Health System Retirement Savings PlanConstruction Industry Retirement Fund of Rockford, Total assets ($B): 0.564072893 · Participants: 10685Construction Industry Retirement Fund of RockfordOhio Carpenters' Annuity Plan, Total assets ($B): 0.409857897 · Participants: 9314Ohio Carpenters' Annuity PlanHemlock Semiconductor Operations LLC Employees' Capital Accumulation Plan, Total assets ($B): 0.288437417 · Participants: 1404Hemlock Semiconductor Operations LLC Employees' Capital Accumulation PlanNECA-IBEW Memphis Retirement Plan, Total assets ($B): 0.213370381 · Participants: 2389NECA-IBEW Memphis Retirement Plan
Rozeworks Corp. Retirement Plan vs. nearby Profit Sharing plans in Michigan, assets vs. participants
Compare Rozeworks Corp. Retirement Plan side-by-side with 3 peers →

Rozeworks Corp. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Michigan, the nearest Profit Sharing by assets is Uptrend Partners Inc. Retirement Plan in KY ($439K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Rozeworks Corp. Retirement Plan assets move in 2023? ▼
Rozeworks Corp. Retirement Plan grew sharply - up 19.2% during 2023, from $368K to $439K. Reported net income was $71K.
How have Rozeworks Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rozeworks Corp.'s sponsor-wide assets grew 54.4%, from $368K to $569K.
Where does Rozeworks Corp. Retirement Plan rank by assets among Form 5500 filers? ▼
Rozeworks Corp. Retirement Plan ranks in the 17th 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 Profit Sharing plans are similar in size to Rozeworks Corp. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Uptrend Partners Inc. Retirement Plan in KY ($439K, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Rozeworks Corp. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 814472698.

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.