401(k) · DOL Form 5500 · 2023

The Rosewood Corporation 401(k) Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
239
Participants Below avg headcount
88th
Percentile by assets National rank
$278,320
Avg per participant High balance/head
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Official DOL plan name: Rosewood 401(k) Plan · Sponsored by The Rosewood Corporation · Texas · Finance & Insurance

$67M in assets, 239 participants

The Rosewood Corporation's Rosewood 401(k) Plan reported $67M in total assets and 239 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,263 in Finance & Insurance (8,869 peers)

Coverage in Texas

Rosewood 401(k) Plan covers 239 participants in Texas, about 35% of the average Texas filer (state average ~688 per filing). Assets: $67M.

#7,263
in Finance & Insurance (8,869 peers)
+6.9%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Rosewood 401(k) Plan's outsized position by total assets

Rosewood 401(k) Plan vs every filed plan by assets

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

$66,518,476 Top 12% higher than 88% 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

Rosewood 401(k) 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. Rosewood 401(k) Plan sits mid-pack in the medium band (239 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rosewood 401(k) Plan reported net income rose from -$18M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Rosewood 401(k) Plan end-of-year assets rose from $62M in the plan year 2022 filing to $67M in the plan year 2023 filing.
  • Rosewood 401(k) Plan reported participants rose from 230 in the plan year 2022 filing to 239 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 751997613 · The Rosewood Corporation PY 2023 · 401(k)

Rosewood 401(k) Plan · $67M · 239 · 88th

  • RANK $67M
  • RANK 239
  • RANK 88th
  • RANK 401(k)
  • RANK near Dickinson Financial Corporation Retirement Plan
  • RANK ind #7263

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 Finance & Insurance retirement plans → · Plans in Texas →

Rosewood 401(k) Plan in the asset neighbourhood

Vhc 401(k) Retirement Savings PlanVhc 401(k) Retirement Saving…$67MDickinson Financial Corporation Retirement PlanDickinson Financial Corporat…$67MPolen Capital Management, L. L. C. 401(k) PlanPolen Capital Management, L.…$67MRosewood 401(k) Plan$67MMurphy Employee Profit Sharing and 401(k) PlanMurphy Employee Profit Shari…$67M
End-of-year total assets ($M) among Rosewood 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$67M
Net Income$4M
Employer EIN751997613
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Rosewood Corporation)

Sponsor-wide plan assets over time

All The Rosewood Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$79M 27.529146311309006% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $62.2M $79.4M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 230 $62M
2023 1 239 $67M
2024 1 244 $79M

Nearby 401(k) Plans in Texas

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

Rosewood 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Rosewood 401(k) Plan, Total assets ($B): 0.066518476 · Participants: 239Rosewood 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Rosewood 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Rosewood 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Dickinson Financial Corporation Retirement Plan in MO ($67M); by covered participants it is Bryan Heart Retirement Savings Plan in NE (239 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (239 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 Rosewood 401(k) Plan assets move in 2023? ▼
Rosewood 401(k) Plan grew at a solid clip - up 6.9% during 2023, from $62M to $67M. Reported net income was $4M.
How have The Rosewood Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Rosewood Corporation's sponsor-wide assets grew 27.5%, from $62M to $79M.
Where does Rosewood 401(k) Plan rank by assets among Form 5500 filers? ▼
Rosewood 401(k) Plan ranks in the 88th 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 Rosewood 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Dickinson Financial Corporation Retirement Plan in MO ($67M, 784 participants).
Which 401(k) plans cover a similar participant headcount to Rosewood 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bryan Heart Retirement Savings Plan in NE (239 participants, N/A 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 751997613.

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.