401(k) · DOL Form 5500 · 2023

Rose Companies Employer, LLC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
461
Participants Below avg headcount
82nd
Percentile by assets National rank
$80,085
Avg per participant Below avg balance/head
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Official DOL plan name: Rose Companies Employer 401(k) Plan · Sponsored by Rose Companies Employer, LLC · Ohio · Real Estate

$37M in assets, 461 participants

Rose Companies Employer, LLC's Rose Companies Employer 401(k) Plan reported $37M in total assets and 461 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #4,370 in Real Estate (4,727 peers)

Where Rose Companies Employer 401(k) Plan sits by assets

Rose Companies Employer 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 461 participants (~$80,085/participant), up 18.7% in 2023.

#4,370
in Real Estate (4,727 peers)
+18.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Rose Companies Employer 401(k) Plan's outsized position by total assets

Rose Companies Employer 401(k) Plan vs every filed plan by assets

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

$36,919,251 Top 18% higher than 82% 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

Rose Companies Employer 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. Rose Companies Employer 401(k) Plan sits mid-pack in the medium band (461 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rose Companies Employer 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Rose Companies Employer 401(k) Plan end-of-year assets rose from $31M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • Rose Companies Employer 401(k) Plan reported participants rose from 425 in the plan year 2022 filing to 461 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 813982831 · Rose Companies Employer, LLC PY 2023 · 401(k)

Rose Companies Employer 401(k) Plan · $37M · 461 · 82nd

  • EBSA $37M
  • EBSA 461
  • EBSA 82nd
  • EBSA 401(k)
  • EBSA near Phillips Murrah P.C. 401(k) Profit Sharing Plan
  • EBSA ind #4370

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 Real Estate retirement plans → · Plans in Ohio →

Rose Companies Employer 401(k) Plan in the asset neighbourhood

Rose Companies Employer 401(k) PlanRose Companies Employer 401(…$37MPhillips Murrah P.C. 401(k) Profit Sharing PlanPhillips Murrah P.C. 401(k) …$37MMorrisette Packaging, Inc. Profit Sharing PlanMorrisette Packaging, Inc. P…$37MLever1 Retirement Savings PlanLever1 Retirement Savings Pl…$37MM&q Packaging LLC 401(k)$37M
End-of-year total assets ($M) among Rose Companies Employer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$31M
Net Assets (End of Year)$37M
Net Income$7M
Employer EIN813982831
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rose Companies Employer, LLC)

Sponsor-wide plan assets over time

All Rose Companies Employer, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 15.9792556556559% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $31.1M $36.1M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 425 $31M
2023 1 461 $37M
2024 1 401 $36M

Nearby 401(k) Plans in Ohio

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

Rose Companies Employer 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Rose Companies Employer 401(k) Plan, Total assets ($B): 0.036919251 · Participants: 461Rose Companies Employer 401(k) PlanGE 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
Rose Companies Employer 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Rose Companies Employer 401(k) Plan side-by-side with 3 peers →

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

Outside Ohio, the nearest 401(k) by assets is Phillips Murrah P.C. 401(k) Profit Sharing Plan in OK ($37M); by covered participants it is Kraus-Anderson, Incorporated Savings Plan in MN (461 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (461 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 Rose Companies Employer 401(k) Plan assets move in 2023? ▼
Rose Companies Employer 401(k) Plan grew sharply - up 18.7% during 2023, from $31M to $37M. Reported net income was $7M.
How have Rose Companies Employer, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rose Companies Employer, LLC's sponsor-wide assets grew 16.0%, from $31M to $36M.
Where does Rose Companies Employer 401(k) Plan rank by assets among Form 5500 filers? ▼
Rose Companies Employer 401(k) Plan ranks in the 82nd 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 Rose Companies Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phillips Murrah P.C. 401(k) Profit Sharing Plan in OK ($37M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Rose Companies Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kraus-Anderson, Incorporated Savings Plan in MN (461 participants, $113M 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 813982831.

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.