401(k) · DOL Form 5500 · 2023

Rosen Hotels & Resorts, Inc. 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
3,689
Participants Above avg headcount
90th
Percentile by assets National rank
$22,229
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rosen Hotels and Resorts, Inc. Employees Savings Trust · Sponsored by Rosen Hotels & Resorts, Inc. · Florida · Food Services & Accommodation

$82M in assets, 3,689 participants

Rosen Hotels & Resorts, Inc.'s Rosen Hotels and Resorts, Inc. Employees Savings Trust reported $82M in total assets and 3,689 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #3,724 in Food Services & Accommodation (3,828 peers)

Coverage in Florida

Rosen Hotels and Resorts, Inc. Employees Savings Trust covers 3,689 participants in Florida, 5.9x the typical Florida plan (state average ~628 per filing). Assets: $82M.

#3,724
in Food Services & Accommodation (3,828 peers)
+27.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Rosen Hotels and Resorts, Inc. Employees Savings Trust's outsized position by total assets

Rosen Hotels and Resorts, Inc. Employees Savings Trust vs every filed plan by assets

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

$82,003,274 Top 10% higher than 90% 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 Hotels and Resorts, Inc. Employees Savings Trust'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 Hotels and Resorts, Inc. Employees Savings Trust lands in the large band (3,689 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rosen Hotels and Resorts, Inc. Employees Savings Trust reported net income rose from -$6M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Rosen Hotels and Resorts, Inc. Employees Savings Trust end-of-year assets rose from $64M in the plan year 2022 filing to $82M in the plan year 2023 filing.
  • Rosen Hotels and Resorts, Inc. Employees Savings Trust reported participants rose from 3,202 in the plan year 2022 filing to 3,689 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 591536217 · Rosen Hotels & Resorts, Inc. PY 2023 · 401(k)

Rosen Hotels and Resorts, Inc. Employees Savings Trust · $82M · 3,689 · 90th

  • PCT $82M
  • PCT 3,689
  • PCT 90th
  • PCT 401(k)
  • PCT near Bel Fuse, Inc. Employees' Savings Plan
  • PCT ind #3724

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 Food Services & Accommodation retirement plans → · Plans in Florida →

Rosen Hotels and Resorts, Inc. Employees Savings Trust in the asset neighbourhood

Bel Fuse, Inc. Employees' Savings PlanBel Fuse, Inc. Employees' Sa…$82MRosen Hotels and Resorts, Inc. Employees Savings TrustRosen Hotels and Resorts, In…$82MMammoet USA South, Inc 401(k) Profit Sharing Plan and TrustMammoet USA South, Inc 401(k…$82MHilde Companies Profit Sharing and 401(k) Savings PlanHilde Companies Profit Shari…$82MR.E. Michel Company, LLC 401(k) Profit Sharing and Savings PlanR.E. Michel Company, LLC 401…$82M
End-of-year total assets ($M) among Rosen Hotels and Resorts, Inc. Employees Savings Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$82M
Net Income$18M
Employer EIN591536217
Plan Effective Date1990-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rosen Hotels & Resorts, Inc.)

Sponsor-wide plan assets over time

All Rosen Hotels & Resorts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$101M 56.07182192017783% vs 2022
2024 filing year
$60M$80M$100M$120M 202220232024 $64.4M $101M ▲ +56.1%
Year Plans Participants Total Assets
2022 1 3,202 $64M
2023 1 3,689 $82M
2024 1 3,753 $101M

Nearby 401(k) Plans in Florida

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

Rosen Hotels and Resorts, Inc. Employees Savings Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Rosen Hotels and Resorts, Inc. Employees Savings Trust, Total assets ($B): 0.082003274 · Participants: 3689Rosen Hotels and Resorts, Inc. Employees Savings TrustL3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Rosen Hotels and Resorts, Inc. Employees Savings Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Rosen Hotels and Resorts, Inc. Employees Savings Trust side-by-side with 3 peers →

Rosen Hotels and Resorts, Inc. Employees Savings Trust's out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Bel Fuse, Inc. Employees' Savings Plan in NJ ($82M); by covered participants it is Excel Group 401(k) Savings Plan in LA (3,692 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,689 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 Hotels and Resorts, Inc. Employees Savings Trust assets move in 2023? ▼
Rosen Hotels and Resorts, Inc. Employees Savings Trust grew sharply - up 27.3% during 2023, from $64M to $82M. Reported net income was $18M.
How have Rosen Hotels & Resorts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rosen Hotels & Resorts, Inc.'s sponsor-wide assets grew 56.1%, from $64M to $101M.
Where does Rosen Hotels and Resorts, Inc. Employees Savings Trust rank by assets among Form 5500 filers? ▼
Rosen Hotels and Resorts, Inc. Employees Savings Trust ranks in the 90th 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 Hotels and Resorts, Inc. Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by assets is Bel Fuse, Inc. Employees' Savings Plan in NJ ($82M, 612 participants).
Which 401(k) plans cover a similar participant headcount to Rosen Hotels and Resorts, Inc. Employees Savings Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Excel Group 401(k) Savings Plan in LA (3,692 participants, $49M 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 591536217.

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.