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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2022→2023 release diff →

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

The Rosado Group 401(k) Plan$6MSavage Arms Union Retirement PlanSavage Arms Union Retirement…$6MGrace Healthcare Services, LLC 401(k) PlanGrace Healthcare Services, L…$6MUnipart Services America Inc. 401(k) Plan for Non-Union EmployeesUnipart Services America Inc…$6MAcs Benefit Services 401(k) PlanAcs Benefit Services 401(k) …$6M
End-of-year total assets ($M) among The Rosado Group 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN232575176
Plan Effective Date1995-01-01
Filing StatusFILING 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
$4M$5M$6M$7M 202220232024 $4.64M $6.74M ▲ +45.3%
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.

The Rosado Group 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Rosado Group 401(k) Plan, Total assets ($B): 0.005929238 · Participants: 160The Rosado Group 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
The Rosado Group 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (160 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 The Rosado Group 401(k) Plan assets move in 2023?
The Rosado Group 401(k) Plan grew sharply - up 27.8% during 2023, from $5M to $6M. Reported net income was $1M.
How have The Rosado Group plan assets changed over time?
Across 3 plan years on file (2022-2024), The Rosado Group's sponsor-wide assets grew 45.3%, from $5M to $7M.
Which 401(k) plans are similar in size to The Rosado Group 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Savage Arms Union Retirement Plan in MA ($6M, 342 participants).
Which 401(k) plans cover a similar participant headcount to The Rosado Group 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is 8-Koi, Inc. 401(k) Plan in FL (160 participants, $2M in assets).