401(k) · DOL Form 5500 · 2023
Rose Villa Inc 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 180
- Participants Small participant base
- 47th
- Percentile by assets National rank
- $32,656
- Avg per participant Low balance/head
Official DOL plan name: Rose Villa Inc 403(b) Plan · Sponsored by Rose Villa Inc · Oregon · Healthcare & Social Assistance
$6M in assets, 180 participants
Rose Villa Inc's Rose Villa Inc 403(b) Plan reported $6M in total assets and 180 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.
- #9,229 in Healthcare & Social Assistance (17,684 peers)
Coverage in Oregon
Rose Villa Inc 403(b) Plan covers 180 participants in Oregon, about 41% of the average Oregon filer (state average ~443 per filing). Assets: $6M.
- #9,229
- in Healthcare & Social Assistance (17,684 peers)
- +25.3%
- assets growth YoY
Rose Villa Inc 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Rose Villa Inc 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,878,020 47th percentile higher than 47% 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 Villa Inc 403(b) 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. Rose Villa Inc 403(b) Plan sits mid-pack in the medium band (180 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rose Villa Inc 403(b) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Rose Villa Inc 403(b) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Rose Villa Inc 403(b) Plan reported participants rose from 169 in the plan year 2022 filing to 180 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 930471873 · Rose Villa Inc PY 2023 · 401(k)
Rose Villa Inc 403(b) Plan · $6M · 180 · 47th
- PHOTO $6M
- PHOTO 180
- PHOTO 47th
- PHOTO 401(k)
- PHOTO near David & Margaret Home. Inc. 401(k) Retirement Plan
- PHOTO ind #9229
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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →
Rose Villa Inc 403(b) Plan in the asset neighbourhood
Oregon filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 930471873 |
| Plan Effective Date | 1974-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rose Villa Inc)
Sponsor-wide plan assets over time
All Rose Villa Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 39.00410286399172% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 169 | $5M |
| 2023 | 1 | 180 | $6M |
| 2024 | 1 | 176 | $7M |
Nearby 401(k) Plans in Oregon
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc. $5.9B · 40,345
- Daimler Truck North America, L.L.C. Employee Retirement Savings Plan $2.4B · 8,353
- Precision Castparts Corp. 401(k) Retirement Savings Plan $2.2B · 16,687
- Xpo Logistics Retirement Savings Plan $1.8B · 6,189
- Pacificorp K Plus Employee Savings Plan $1.6B · 4,968
Rose Villa Inc 403(b) Plan's out-of-state 401(k) peers by assets and headcount
Outside Oregon, the nearest 401(k) by assets is David & Margaret Home. Inc. 401(k) Retirement Plan in CA ($6M); by covered participants it is Hass-Anderson Construction Profit Sharing 401(k) Plan in TX (180 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- David & Margaret Home. Inc. 401(k) Retirement Plan (CA) $6M · 190
- Reach, Inc. 401(k) Plan (AK) $6M · 164
- Whisker 401(k) Plan (MI) $6M · 308
- Arroweye Solutions Inc. 401(k) Plan (NV) $6M · 255
Similar participant headcount
Nearest other-state filings by covered participants (180 participants); asset peers above are excluded.
- Hass-Anderson Construction Profit Sharing 401(k) Plan (TX) 180 · 0 off
- Rndc Shared Services LLC (WA) 180 · 0 off
- Ocean Bio-Chem, Inc. 401(k) Plan (FL) 180 · 0 off
- Founders 401(k) Profit Sharing Plan (NY) 180 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.