401(k) · DOL Form 5500 · 2023

Rosewood Hotels and Resorts, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
473
Participants Below avg headcount
78th
Percentile by assets National rank
$59,160
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rosewood Hotels and Resorts 401(k) Plan II · Sponsored by Rosewood Hotels and Resorts, LLC · California · Professional & Technical Services

$28M in assets, 473 participants

Rosewood Hotels and Resorts, LLC's Rosewood Hotels and Resorts 401(k) Plan II reported $28M in total assets and 473 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #15,972 in Professional & Technical Services (20,321 peers)

Where Rosewood Hotels and Resorts 401(k) Plan II sits by assets

Rosewood Hotels and Resorts 401(k) Plan II sits in the top quartile of all filed plans by assets, $28M for 473 participants (~$59,160/participant), up 17.7% in 2023.

#15,972
in Professional & Technical Services (20,321 peers)
+17.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Rosewood Hotels and Resorts 401(k) Plan II's outsized position by total assets

Rosewood Hotels and Resorts 401(k) Plan II vs every filed plan by assets

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

$27,982,766 Top 22% higher than 78% 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

Rosewood Hotels and Resorts 401(k) Plan II 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. Rosewood Hotels and Resorts 401(k) Plan II sits mid-pack in the medium band (473 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rosewood Hotels and Resorts 401(k) Plan II reported net income rose from -$5M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Rosewood Hotels and Resorts 401(k) Plan II reported participants rose from 387 in the plan year 2022 filing to 473 in the plan year 2023 filing.
  • Rosewood Hotels and Resorts 401(k) Plan II end-of-year assets rose from $24M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 752746788 · Rosewood Hotels and Resorts, LLC PY 2023 · 401(k)

Rosewood Hotels and Resorts 401(k) Plan II · $28M · 473 · 78th

  • PHOTO $28M
  • IND 473
  • EOY 78th
  • 5500 401(k)
  • ASSETS near Excell Marketing, L.C. Profit Sharing Plan
  • PCT ind #15972

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 Professional & Technical Services retirement plans → · Plans in California →

Rosewood Hotels and Resorts 401(k) Plan II in the asset neighbourhood

Perma-Fix Environmental Services, Inc. 401(k) PlanPerma-Fix Environmental Serv…$28MCanvas, Inc. 401(k)$28MRosewood Hotels and Resorts 401(k) Plan IIRosewood Hotels and Resorts …$28MExcell Marketing, L.C. Profit Sharing PlanExcell Marketing, L.C. Profi…$28MAcv Auctions Inc 401 K Profit Sharing PlanAcv Auctions Inc 401 K Profi…$28M
End-of-year total assets ($M) among Rosewood Hotels and Resorts 401(k) Plan II and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$28M
Net Income$4M
Employer EIN752746788
Plan Effective Date2011-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rosewood Hotels and Resorts, LLC)

Sponsor-wide plan assets over time

All Rosewood Hotels and Resorts, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$64M 10.627964683780338% vs 2022
2023 filing year
$56M$58M$60M$62M$64M$66M 20222023 $58.1M $64.3M ▲ +10.6%
Year Plans Participants Total Assets
2022 3 1,321 $58M
2023 2 1,323 $64M

Nearby 401(k) Plans in California

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

Rosewood Hotels and Resorts 401(k) Plan II vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Rosewood Hotels and Resorts 401(k) Plan II, Total assets ($B): 0.027982766 · Participants: 473Rosewood Hotels and Resorts 401(k) Plan IIWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Rosewood Hotels and Resorts 401(k) Plan II vs. nearby 401(k) plans in California, assets vs. participants
Compare Rosewood Hotels and Resorts 401(k) Plan II side-by-side with 3 peers →

Rosewood Hotels and Resorts 401(k) Plan II's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Excell Marketing, L.C. Profit Sharing Plan in IA ($28M); by covered participants it is Life Extension Foundation Buyers Club Inc. 401(k) in FL (473 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (473 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 Rosewood Hotels and Resorts 401(k) Plan II assets move in 2023? ▼
Rosewood Hotels and Resorts 401(k) Plan II grew sharply - up 17.7% during 2023, from $24M to $28M. Reported net income was $4M.
How have Rosewood Hotels and Resorts, LLC plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Rosewood Hotels and Resorts, LLC's sponsor-wide assets grew 10.6%, from $58M to $64M.
Where does Rosewood Hotels and Resorts 401(k) Plan II rank by assets among Form 5500 filers? ▼
Rosewood Hotels and Resorts 401(k) Plan II ranks in the 78th 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 Rosewood Hotels and Resorts 401(k) Plan II? ▼
Among 401(k) plans in other states, the closest by assets is Excell Marketing, L.C. Profit Sharing Plan in IA ($28M, 364 participants).
Which 401(k) plans cover a similar participant headcount to Rosewood Hotels and Resorts 401(k) Plan II? ▼
Among 401(k) plans in other states, the closest by covered participants is Life Extension Foundation Buyers Club Inc. 401(k) in FL (473 participants, $35M 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 752746788.

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.