401(k) · DOL Form 5500 · 2023

Rosen's Diversified, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
450
Participants Below avg headcount
33rd
Percentile by assets National rank
$5,405
Avg per participant Low balance/head
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Official DOL plan name: Rosen's Diversified Union Employees 401(k) Retirement Plan · Sponsored by Rosen's Diversified, Inc. · Minnesota · Manufacturing

$2M in assets, 450 participants

Rosen's Diversified, Inc.'s Rosen's Diversified Union Employees 401(k) Retirement Plan reported $2M in total assets and 450 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,145 in Manufacturing (18,722 peers)

Coverage in Minnesota

Rosen's Diversified Union Employees 401(k) Retirement Plan covers 450 participants in Minnesota, about 40% of the average Minnesota filer (state average ~1,126 per filing). Assets: $2M.

#3,145
in Manufacturing (18,722 peers)
+17.7%
assets growth YoY

Rosen's Diversified Union Employees 401(k) Retirement Plan among the smaller filed plans by assets

Rosen's Diversified Union Employees 401(k) Retirement Plan vs every filed plan by assets

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

$2,432,264 33rd percentile higher than 33% 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's Diversified Union Employees 401(k) Retirement 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's Diversified Union Employees 401(k) Retirement Plan sits mid-pack in the medium band (450 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rosen's Diversified Union Employees 401(k) Retirement Plan reported net income rose from -$507K in the plan year 2022 filing to $372K in the plan year 2023 filing.
  • Rosen's Diversified Union Employees 401(k) Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Rosen's Diversified Union Employees 401(k) Retirement Plan reported participants fell from 543 in the plan year 2022 filing to 450 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 411224625 · Rosen's Diversified, Inc. PY 2023 · 401(k)

Rosen's Diversified Union Employees 401(k) Retirement Plan · $2M · 450 · 33rd

  • SCH $2M
  • EBSA 450
  • PART 33rd
  • TYPE 401(k)
  • NET near Freereign Enterprises Retirement Plan
  • BOOK ind #3145

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 Manufacturing retirement plans → · Plans in Minnesota →

Rosen's Diversified Union Employees 401(k) Retirement Plan in the asset neighbourhood

Rosen's Diversified Union Employees 401(k) Retirement PlanRosen's Diversified Union Em…$2MFreereign Enterprises Retirement PlanFreereign Enterprises Retire…$2MBright Eyes Employees 401(k) Profit Sharing Plan and TrustBright Eyes Employees 401(k)…$2MRoco Management 401(k) Plan$2MGriffin Construction Company Profit Sharing PlanGriffin Construction Company…$2M
End-of-year total assets ($M) among Rosen's Diversified Union Employees 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$372K
Employer EIN411224625
Plan Effective Date1982-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rosen's Diversified, Inc.)

Sponsor-wide plan assets over time

All Rosen's Diversified, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$212M 25.45211555264167% vs 2022
2024 filing year
$160M$180M$200M$220M 202220232024 $169M $212M ▲ +25.5%
Year Plans Participants Total Assets
2022 2 4,347 $169M
2023 2 4,087 $191M
2024 2 4,128 $212M

Nearby 401(k) Plans in Minnesota

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

Rosen's Diversified Union Employees 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Rosen's Diversified Union Employees 401(k) Retirement Plan, Total assets ($B): 0.002432264 · Participants: 450Rosen's Diversified Union Employees 401(k) Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Rosen's Diversified Union Employees 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Rosen's Diversified Union Employees 401(k) Retirement Plan side-by-side with 3 peers →

Rosen's Diversified Union Employees 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Freereign Enterprises Retirement Plan in MO ($2M); by covered participants it is G&s Corporation 401(k) Profit Sharing Plan and Trust in NY (450 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (450 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's Diversified Union Employees 401(k) Retirement Plan assets move in 2023? ▼
Rosen's Diversified Union Employees 401(k) Retirement Plan grew sharply - up 17.7% during 2023, from $2M to $2M. Reported net income was $372K.
How have Rosen's Diversified, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rosen's Diversified, Inc.'s sponsor-wide assets grew 25.5%, from $169M to $212M.
Which 401(k) plans are similar in size to Rosen's Diversified Union Employees 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Freereign Enterprises Retirement Plan in MO ($2M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Rosen's Diversified Union Employees 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is G&s Corporation 401(k) Profit Sharing Plan and Trust in NY (450 participants, $11M 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 411224625.

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.