401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$188M
Total assets Near avg plan size
3,637
Participants Above avg headcount
94th
Percentile by assets National rank
$51,753
Avg per participant Low balance/head
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Official DOL plan name: Rosen's Diversified 401(k) Retirement Plan · Sponsored by Rosen's Diversified, Inc. · Minnesota · Manufacturing

$188M in assets, 3,637 participants

Rosen's Diversified, Inc.'s Rosen's Diversified 401(k) Retirement Plan reported $188M in total assets and 3,637 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #17,125 in Manufacturing (18,722 peers)

Coverage in Minnesota

Rosen's Diversified 401(k) Retirement Plan covers 3,637 participants in Minnesota, 3.2x the typical Minnesota plan (state average ~1,126 per filing). Assets: $188M.

#17,125
in Manufacturing (18,722 peers)
+12.6%
assets growth YoY
1.9×
vs typical plan assets (national mean)

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

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

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

$188,225,055 Top 6% higher than 94% 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 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rosen's Diversified 401(k) Retirement Plan lands in the large band (3,637 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rosen's Diversified 401(k) Retirement Plan reported net income rose from -$18M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Rosen's Diversified 401(k) Retirement Plan end-of-year assets rose from $167M in the plan year 2022 filing to $188M in the plan year 2023 filing.
  • Rosen's Diversified 401(k) Retirement Plan reported participants fell from 3,804 in the plan year 2022 filing to 3,637 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

Rosen's Diversified 401(k) Retirement Plan · $188M · 3,637 · 94th

  • EOY $188M
  • EOY 3,637
  • EOY 94th
  • EOY 401(k)
  • EOY near Genon Energy Employee Savings Plan
  • EOY ind #17125

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 401(k) Retirement Plan in the asset neighbourhood

Rosen's Diversified 401(k) Retirement PlanRosen's Diversified 401(k) R…$188MGenon Energy Employee Savings PlanGenon Energy Employee Saving…$188MUkpeagvik Inupiat Corporation Employees' Retirement PlanUkpeagvik Inupiat Corporatio…$188MHolland America Line N.V. 401(k) Profit Sharing PlanHolland America Line N.V. 40…$188MClayco, Inc. 401(k) Profit Sharing PlanClayco, Inc. 401(k) Profit S…$188M
End-of-year total assets ($M) among Rosen's Diversified 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)$167M
Net Assets (End of Year)$188M
Net Income$21M
Employer EIN411224625
Plan Effective Date1990-10-01
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 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Rosen's Diversified 401(k) Retirement Plan, Total assets ($B): 0.188225055 · Participants: 3637Rosen's Diversified 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 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Rosen's Diversified 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Genon Energy Employee Savings Plan in TX ($188M); by covered participants it is Hospitality Staffing 401(k) Plan in IL (3,638 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,637 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 401(k) Retirement Plan assets move in 2023? ▼
Rosen's Diversified 401(k) Retirement Plan grew at a solid clip - up 12.6% during 2023, from $167M to $188M. Reported net income was $21M.
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.
Where does Rosen's Diversified 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Rosen's Diversified 401(k) Retirement Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Rosen's Diversified 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Genon Energy Employee Savings Plan in TX ($188M, 236 participants).
Which 401(k) plans cover a similar participant headcount to Rosen's Diversified 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hospitality Staffing 401(k) Plan in IL (3,638 participants, $17M 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.