401(k) · DOL Form 5500 · 2023

Rose Medical 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets: 122
Participants Small participant base: 39th
Percentile by assets National rank: $31,131
Avg per participant Low balance/head

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Official DOL plan name: Rose Medical 401(k) Plan and Trust · Sponsored by Rose Medical · Michigan · Manufacturing

$4M in assets, 122 participants

Rose Medical's Rose Medical 401(k) Plan and Trust reported $4M in total assets and 122 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

#4,230 in Manufacturing (18,722 peers)

Coverage in Michigan

Rose Medical 401(k) Plan and Trust covers 122 participants in Michigan, about 19% of the average Michigan filer (state average ~638 per filing). Assets: $4M.

#4,230
in Manufacturing (18,722 peers): +63.2%
assets growth YoY

Rose Medical 401(k) Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Rose Medical 401(k) Plan and Trust vs every filed plan by assets

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

$3,798,028 39th percentile higher than 39% 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

Rose Medical 401(k) Plan and Trust 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. Rose Medical 401(k) Plan and Trust sits mid-pack in the medium band (122 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

DOL schedule card

Filing strip 383432754 · Rose Medical PY 2023 · 401(k)

Rose Medical 401(k) Plan and Trust · $4M · 122 · 39th

VS-ST $4M
VS-ST 122
VS-ST 39th
VS-ST 401(k)
VS-ST near Vance Outdoors, Inc. 401(k) Plan
VS-ST ind #4230

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 Michigan →

End-of-year total assets ($M) among Rose Medical 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Michigan filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$4M
Net Income	$1M
Employer EIN	383432754
Plan Effective Date	2019-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Rose Medical)

Latest sponsor-wide plan assets: $5M 35.60953210455531% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	122	$4M
2024	1	134	$5M

Nearby 401(k) Plans in Michigan

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

Rose Medical 401(k) Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants

General Motors Retirement Savings Plan for Salaried Employees in the United States $20.4B · 47,299
Ford Motor Co. Savings and Stock Investment Plan for Salaried Employees $15.6B · 30,516
The Dow Chemical Company Employees' Savings Plan $10.1B · 18,088
The General Motors Personal Savings Plan for Hourly-Rate Employees in the United States $8.6B · 40,393
Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees $7.6B · 59,195

Compare Rose Medical 401(k) Plan and Trust side-by-side with 3 peers →

Rose Medical 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Vance Outdoors, Inc. 401(k) Plan in OH ($4M); by covered participants it is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($4M here).

Vance Outdoors, Inc. 401(k) Plan (OH) $4M · 75
Vance Outdoors, Inc. 401(k) Plan (OH) $4M · 75
Ces Credit Union, Inc. 401(k) Plan (OH) $4M · 57
Fox Valley Molding, Inc. Employee 401(k) Profit Sharing Plan (IL) $4M · 160

Similar participant headcount

Nearest other-state filings by covered participants (122 participants); asset peers above are excluded.

G & L Davis Meat Co. Inc. 401(k) Plan (NY) 122 · 0 off
Lurre Construction 401(k) Plan (ID) 122 · 0 off
Standard Printing Company of Canton 401(k) Profit Sharing Plan (OH) 122 · 0 off
Entrada Therapeutics 401(k) Retirement Plan (MA) 122 · 0 off

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 Rose Medical 401(k) Plan and Trust assets move in 2023? ▼

Rose Medical 401(k) Plan and Trust surged - up 63.2% during 2023, from $2M to $4M. Reported net income was $1M.

How have Rose Medical plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Rose Medical's sponsor-wide assets grew 35.6%, from $4M to $5M.

Which 401(k) plans are similar in size to Rose Medical 401(k) Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Vance Outdoors, Inc. 401(k) Plan in OH ($4M, 75 participants).

Which 401(k) plans cover a similar participant headcount to Rose Medical 401(k) Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is G & L Davis Meat Co. Inc. 401(k) Plan in NY (122 participants, $12M 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 383432754.