401(k) · DOL Form 5500 · 2023

Rosewood Hotels and Resorts, LLC. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
850
Participants Near avg headcount
82nd
Percentile by assets National rank
$42,738
Avg per participant Low balance/head
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Official DOL plan name: Rosewood Hotels and Resorts 401(k) Plan I · Sponsored by Rosewood Hotels and Resorts, LLC. · California · Professional & Technical Services

$36M in assets, 850 participants

Rosewood Hotels and Resorts, LLC.'s Rosewood Hotels and Resorts 401(k) Plan I reported $36M in total assets and 850 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.

  • #16,779 in Professional & Technical Services (20,321 peers)

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

Rosewood Hotels and Resorts 401(k) Plan I sits in the top quartile of all filed plans by assets, $36M for 850 participants (~$42,738/participant), up 37.2% in 2023.

#16,779
in Professional & Technical Services (20,321 peers)
+37.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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

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

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

$36,327,530 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

Rosewood Hotels and Resorts 401(k) Plan I 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 I sits mid-pack in the medium band (850 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rosewood Hotels and Resorts 401(k) Plan I reported net income rose from -$3M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Rosewood Hotels and Resorts 401(k) Plan I end-of-year assets rose from $26M in the plan year 2022 filing to $36M in the plan year 2023 filing.
  • Rosewood Hotels and Resorts 401(k) Plan I reported participants rose from 730 in the plan year 2022 filing to 850 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

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

Rosewood Hotels and Resorts 401(k) Plan I · $36M · 850 · 82nd

  • RANK $36M
  • RANK 850
  • RANK 82nd
  • RANK 401(k)
  • RANK near Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees
  • RANK ind #16779

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 I in the asset neighbourhood

Renxtech 401(k) Plan$36MSt. Luke's Health Network 401(k) PlanSt. Luke's Health Network 40…$36MFirst Citizens Community Bank Profit Sharing PlanFirst Citizens Community Ban…$36MRosewood Hotels and Resorts 401(k) Plan IRosewood Hotels and Resorts …$36MSeven Seventeen Credit Union Inc 401(k) Savings Plan Salaried EmployeesSeven Seventeen Credit Union…$36M
End-of-year total assets ($M) among Rosewood Hotels and Resorts 401(k) Plan I and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$36M
Net Income$10M
Employer EIN752746788
Plan Effective Date1999-01-01
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 I vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Rosewood Hotels and Resorts 401(k) Plan I, Total assets ($B): 0.03632753 · Participants: 850Rosewood Hotels and Resorts 401(k) Plan IWells 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 I vs. nearby 401(k) plans in California, assets vs. participants
Compare Rosewood Hotels and Resorts 401(k) Plan I side-by-side with 3 peers →

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

Outside California, the nearest 401(k) by assets is Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees in OH ($36M); by covered participants it is Rawlings Sporting Goods 401(k) Plan in MO (850 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (850 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 I assets move in 2023? ▼
Rosewood Hotels and Resorts 401(k) Plan I surged - up 37.2% during 2023, from $26M to $36M. Reported net income was $10M.
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 I rank by assets among Form 5500 filers? ▼
Rosewood Hotels and Resorts 401(k) Plan I 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 Rosewood Hotels and Resorts 401(k) Plan I? ▼
Among 401(k) plans in other states, the closest by assets is Seven Seventeen Credit Union Inc 401(k) Savings Plan Salaried Employees in OH ($36M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Rosewood Hotels and Resorts 401(k) Plan I? ▼
Among 401(k) plans in other states, the closest by covered participants is Rawlings Sporting Goods 401(k) Plan in MO (850 participants, $56M 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.