401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-11

$188M
Total assets: 3,637
Participants: 94th
Percentile by assets: $51,753
Avg per participant

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.

94th percentile by assets (of 127,072 plans)
#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.

$188M
total plan assets (2023 EOY): 3,637
covered participants: 94th
percentile by assets (of 127,072 plans): $51,753
avg assets per participant

Where Rosen's Diversified 401(k) Retirement Plan sits 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

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 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 →

State

Minnesota

Industry

Manufacturing

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Rosen's Diversified 401(k) Retirement Plan reports 3,637 participants - 3.2x that state average ($188M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)	$167M
Net Assets (End of Year)	$188M
Net Income	$21M
Employer EIN	411224625
Plan Effective Date	1990-10-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Rosen's Diversified, Inc. plans on file

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

Unitedhealth Group 401(k) Savings Plan $22.4B · 198,972
Target Corporation 401(k) Plan $13.0B · 432,617
Medtronic Savings and Investment Plan $12.9B · 44,342
3M Voluntary Investment Plan and Employee Stock Ownership Plan $12.0B · 36,049
U.S. Bank 401(k) Savings Plan $10.3B · 75,272

Compare Rosen's Diversified 401(k) Retirement Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Rosen's Diversified 401(k) Retirement Plan by total assets, not by location.

Genon Energy Employee Savings Plan (TX) $188M · 236
Ukpeagvik Inupiat Corporation Employees' Retirement Plan (AK) $188M · 3,202
Holland America Line N.V. 401(k) Profit Sharing Plan (WA) $188M · 1,192
Clayco, Inc. 401(k) Profit Sharing Plan (IL) $188M · 1,702

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).

Next read for Rosen's Diversified 401(k) Retirement Pl…

Filing takeaways

Ways to act on Rosen's Diversified 401(k) Retirement Plan's numbers.

By total assets, Rosen's Diversified 401(k) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
Rosen's Diversified, Inc.'s sponsor-wide assets have grown 25.5% since 2022 across 3 plan years on file. More Manufacturing plans

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.