401(k) · DOL Form 5500 · 2023

A. J. Rose Manufacturing Co. 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
124
Participants Small participant base
78th
Percentile by assets National rank
$225,121
Avg per participant Above avg balance/head
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Official DOL plan name: A.J. Rose Retirement and 401(k) Plan for Non-Union Employees · Sponsored by A. J. Rose Manufacturing Co. · Ohio · Manufacturing

$28M in assets, 124 participants

A. J. Rose Manufacturing Co.'s A.J. Rose Retirement and 401(k) Plan for Non-Union Employees reported $28M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #13,053 in Manufacturing (18,722 peers)

Coverage in Ohio

A.J. Rose Retirement and 401(k) Plan for Non-Union Employees covers 124 participants in Ohio, about 16% of the average Ohio filer (state average ~765 per filing). Assets: $28M.

#13,053
in Manufacturing (18,722 peers)
+13.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

A.J. Rose Retirement and 401(k) Plan for Non-Union Employees's outsized position by total assets

A.J. Rose Retirement and 401(k) Plan for Non-Union Employees vs every filed plan by assets

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

$27,914,977 Top 22% higher than 78% 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

A.J. Rose Retirement and 401(k) Plan for Non-Union Employees 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. A.J. Rose Retirement and 401(k) Plan for Non-Union Employees sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • A.J. Rose Retirement and 401(k) Plan for Non-Union Employees reported net income rose from -$3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • A.J. Rose Retirement and 401(k) Plan for Non-Union Employees end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • A.J. Rose Retirement and 401(k) Plan for Non-Union Employees reported participants rose from 121 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 340843927 · A. J. Rose Manufacturing Co. PY 2023 · 401(k)

A.J. Rose Retirement and 401(k) Plan for Non-Union Employees · $28M · 124 · 78th

  • EIN $28M
  • EIN 124
  • EIN 78th
  • EIN 401(k)
  • EIN near Lincoln Learning Solutions 401(k) Plan
  • EIN ind #13053

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 Ohio →

A.J. Rose Retirement and 401(k) Plan for Non-Union Employees in the asset neighbourhood

Vinik Sports Group 401(k) PlanVinik Sports Group 401(k) Pl…$28MA.J. Rose Retirement and 401(k) Plan for Non-Union EmployeesA.J. Rose Retirement and 401…$28MLincoln Learning Solutions 401(k) PlanLincoln Learning Solutions 4…$28MKaspersky Lab, Inc. 401(k) PlanKaspersky Lab, Inc. 401(k) P…$28MNotion Labs, Inc. 401(k) Plan$28M
End-of-year total assets ($M) among A.J. Rose Retirement and 401(k) Plan for Non-Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN340843927
Plan Effective Date1967-05-22
Filing StatusFILING RECEIVED

Sponsor Plan History (A. J. Rose Manufacturing Co.)

Sponsor-wide plan assets over time

All A. J. Rose Manufacturing Co. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 24.645565194102346% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $41M $51.2M ▲ +24.7%
Year Plans Participants Total Assets
2022 2 345 $41M
2023 2 345 $46M
2024 2 362 $51M

Nearby 401(k) Plans in Ohio

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

A.J. Rose Retirement and 401(k) Plan for Non-Union Employees vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants A.J. Rose Retirement and 401(k) Plan for Non-Union Employees, Total assets ($B): 0.027914977 · Participants: 124A.J. Rose Retirement and 401(k) Plan for Non-Union EmployeesGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
A.J. Rose Retirement and 401(k) Plan for Non-Union Employees vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare A.J. Rose Retirement and 401(k) Plan for Non-Union Employees side-by-side with 3 peers →

A.J. Rose Retirement and 401(k) Plan for Non-Union Employees's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Lincoln Learning Solutions 401(k) Plan in PA ($28M); by covered participants it is F.L. Chamberlain School Retirement Plan in MA (124 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (124 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 A.J. Rose Retirement and 401(k) Plan for Non-Union Employees assets move in 2023? ▼
A.J. Rose Retirement and 401(k) Plan for Non-Union Employees grew at a solid clip - up 13.2% during 2023, from $25M to $28M. Reported net income was $3M.
How have A. J. Rose Manufacturing Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A. J. Rose Manufacturing Co.'s sponsor-wide assets grew 24.6%, from $41M to $51M.
Where does A.J. Rose Retirement and 401(k) Plan for Non-Union Employees rank by assets among Form 5500 filers? ▼
A.J. Rose Retirement and 401(k) Plan for Non-Union Employees ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to A.J. Rose Retirement and 401(k) Plan for Non-Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is Lincoln Learning Solutions 401(k) Plan in PA ($28M, 251 participants).
Which 401(k) plans cover a similar participant headcount to A.J. Rose Retirement and 401(k) Plan for Non-Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is F.L. Chamberlain School Retirement Plan in MA (124 participants, $1M 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 340843927.

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.