401(k) · DOL Form 5500 · 2023
Roseland Management, LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 260
- Participants Below avg headcount
- 46th
- Percentile by assets National rank
- $20,565
- Avg per participant Low balance/head
Official DOL plan name: Roseland Management 401(k) Plan · Sponsored by Roseland Management, LLC · Texas · Healthcare & Social Assistance
$5M in assets, 260 participants
Roseland Management, LLC's Roseland Management 401(k) Plan reported $5M in total assets and 260 participants in its 2023 DOL Form 5500 filing, ranking in the 46th 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.
- #8,815 in Healthcare & Social Assistance (17,684 peers)
Coverage in Texas
Roseland Management 401(k) Plan covers 260 participants in Texas, about 38% of the average Texas filer (state average ~688 per filing). Assets: $5M.
- #8,815
- in Healthcare & Social Assistance (17,684 peers)
- -7.7%
- assets change YoY
The plan reported a net loss of $445K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Roseland Management 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Roseland Management 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,346,929 46th percentile higher than 46% 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
Roseland Management 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. Roseland Management 401(k) Plan sits mid-pack in the medium band (260 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Roseland Management 401(k) Plan reported net income rose from -$943K in the plan year 2022 filing to -$445K in the plan year 2023 filing.
- Roseland Management 401(k) Plan end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Roseland Management 401(k) Plan reported participants fell from 263 in the plan year 2022 filing to 260 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 901018952 · Roseland Management, LLC PY 2023 · 401(k)
Roseland Management 401(k) Plan · $5M · 260 · 46th
- PART $5M
- PART 260
- PART 46th
- PART 401(k)
- PART near The Architect 401(k) Plan the Printer, Inc.
- PART ind #8815
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 Texas →
Roseland Management 401(k) Plan in the asset neighbourhood
Texas filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$445K |
| Employer EIN | 901018952 |
| Plan Effective Date | 2004-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roseland Management, LLC)
Sponsor-wide plan assets over time
All Roseland Management, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 7.85752205285088% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 263 | $6M |
| 2023 | 1 | 260 | $5M |
| 2024 | 1 | 259 | $5M |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $40.0B · 119,854
- Exxonmobil Savings Plan $21.9B · 23,477
- Caterpillar 401(k) Savings Plan $16.5B · 41,679
- American Airlines, Inc. 401(k) Plan $14.7B · 88,792
- Dell Inc. 401(k) Plan $13.5B · 45,686
Roseland Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is The Architect 401(k) Plan the Printer, Inc. in IA ($5M); by covered participants it is Roofing Wholesale Co., Inc. 401(k) Plan in AZ (260 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (260 participants); asset peers above are excluded.
- Roofing Wholesale Co., Inc. 401(k) Plan (AZ) 260 · 0 off
- Esp, Inc. 401(k) Plan (FL) 260 · 0 off
- Athenex Inc 401(k) Profit Sharing Plan and Trust (NY) 260 · 0 off
- Assets, Inc. 401(k) Plan (AK) 260 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.