401(k) · DOL Form 5500 · 2023
The Rosado Group 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 160
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $37,058
- Avg per participant Low balance/head
Official DOL plan name: The Rosado Group 401(k) Plan · Sponsored by The Rosado Group · Pennsylvania · Retail Trade
$6M in assets, 160 participants
The Rosado Group's The Rosado Group 401(k) Plan reported $6M in total assets and 160 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.
- #4,878 in Retail Trade (8,414 peers)
Coverage in Pennsylvania
The Rosado Group 401(k) Plan covers 160 participants in Pennsylvania, about 19% of the average Pennsylvania filer (state average ~822 per filing). Assets: $6M.
- #4,878
- in Retail Trade (8,414 peers)
- +27.8%
- assets growth YoY
The Rosado Group 401(k) Plan's mid-pack asset rank among Retail Trade and all filers
The Rosado Group 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$5,929,238 48th percentile higher than 48% 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
The Rosado Group 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. The Rosado Group 401(k) Plan sits mid-pack in the medium band (160 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Rosado Group 401(k) Plan reported net income rose from -$541K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- The Rosado Group 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- The Rosado Group 401(k) Plan reported participants rose from 139 in the plan year 2022 filing to 160 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 232575176 · The Rosado Group PY 2023 · 401(k)
The Rosado Group 401(k) Plan · $6M · 160 · 48th
- BOY $6M
- BOY 160
- BOY 48th
- BOY 401(k)
- BOY near Savage Arms Union Retirement Plan
- BOY ind #4878
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 Retail Trade retirement plans → · Plans in Pennsylvania →
The Rosado Group 401(k) Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 232575176 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Rosado Group)
Sponsor-wide plan assets over time
All The Rosado Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 45.31944238255432% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 139 | $5M |
| 2023 | 1 | 160 | $6M |
| 2024 | 1 | 147 | $7M |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $17.4B · 93,136
- Cigna 401(k) Plan $13.0B · 66,760
- The Vanguard Retirement and Savings Plan $9.8B · 18,200
- The PNC Financial Services Group, Inc. Incentive Savings Plan $9.3B · 61,697
- The Bank of New York Mellon Corporation 401(k) Savings Plan $9.0B · 25,184
The Rosado Group 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Savage Arms Union Retirement Plan in MA ($6M); by covered participants it is 8-Koi, Inc. 401(k) Plan in FL (160 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
Similar participant headcount
Nearest other-state filings by covered participants (160 participants); asset peers above are excluded.
- 8-Koi, Inc. 401(k) Plan (FL) 160 · 0 off
- Lightforce USA Inc.401(k) Plan (ID) 160 · 0 off
- Council on Aging & All Care, Inc. 401(k) Retirement & Savings Plan (WV) 160 · 0 off
- Aligned Equity Partners, LLC Retirement Plan (TN) 160 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.