401(k) · DOL Form 5500 · 2023

Rose Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
261
Participants Below avg headcount
76th
Percentile by assets National rank
$93,183
Avg per participant Below avg balance/head
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Official DOL plan name: Rose Associates, Inc. 401(k) Plan · Sponsored by Rose Associates, Inc. · New York · Real Estate

$24M in assets, 261 participants

Rose Associates, Inc.'s Rose Associates, Inc. 401(k) Plan reported $24M in total assets and 261 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #4,211 in Real Estate (4,727 peers)

Coverage in New York

Rose Associates, Inc. 401(k) Plan covers 261 participants in New York, about 33% of the average New York filer (state average ~798 per filing). Assets: $24M.

#4,211
in Real Estate (4,727 peers)
+24.7%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Rose Associates, Inc. 401(k) Plan's outsized position by total assets

Rose Associates, Inc. 401(k) Plan vs every filed plan by assets

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

$24,320,683 Top 24% higher than 76% 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 Associates, Inc. 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 Associates, Inc. 401(k) Plan sits mid-pack in the medium band (261 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rose Associates, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Rose Associates, Inc. 401(k) Plan end-of-year assets rose from $19M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Rose Associates, Inc. 401(k) Plan reported participants rose from 227 in the plan year 2022 filing to 261 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 132796845 · Rose Associates, Inc. PY 2023 · 401(k)

Rose Associates, Inc. 401(k) Plan · $24M · 261 · 76th

  • PHOTO $24M
  • PHOTO 261
  • PHOTO 76th
  • PHOTO 401(k)
  • PHOTO near Ecopetrol USA, Inc. 401(k) Plan
  • PHOTO ind #4211

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 New York →

Rose Associates, Inc. 401(k) Plan in the asset neighbourhood

Rose Associates, Inc. 401(k) PlanRose Associates, Inc. 401(k)…$24MEcopetrol USA, Inc. 401(k) PlanEcopetrol USA, Inc. 401(k) P…$24MAmerican-Amicable Life Insurance Company Retirement and Savings PlanAmerican-Amicable Life Insur…$24MCrisis24, Inc. 401(k) Profit Sharing PlanCrisis24, Inc. 401(k) Profit…$24MSt Engineering Leeboy 401(k) Retirement Savings PlanSt Engineering Leeboy 401(k)…$24M
End-of-year total assets ($M) among Rose Associates, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$24M
Net Income$5M
Employer EIN132796845
Plan Effective Date2010-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rose Associates, Inc.)

Sponsor-wide plan assets over time

All Rose Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$56M 21.91501142300451% vs 2022
2024 filing year
$45M$50M$55M$60M 202220232024 $46.1M $56.2M ▲ +21.9%
Year Plans Participants Total Assets
2022 2 255 $46M
2023 2 287 $52M
2024 2 328 $56M

Nearby 401(k) Plans in New York

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

Rose Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Rose Associates, Inc. 401(k) Plan, Total assets ($B): 0.024320683 · Participants: 261Rose Associates, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Rose Associates, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Rose Associates, Inc. 401(k) Plan side-by-side with 3 peers →

Rose Associates, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Ecopetrol USA, Inc. 401(k) Plan in TX ($24M); by covered participants it is Prime Digital 401(k) Plan in NV (261 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (261 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 Associates, Inc. 401(k) Plan assets move in 2023? ▼
Rose Associates, Inc. 401(k) Plan grew sharply - up 24.7% during 2023, from $19M to $24M. Reported net income was $5M.
How have Rose Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rose Associates, Inc.'s sponsor-wide assets grew 21.9%, from $46M to $56M.
Where does Rose Associates, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
Rose Associates, Inc. 401(k) Plan ranks in the 76th 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 Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ecopetrol USA, Inc. 401(k) Plan in TX ($24M, 134 participants).
Which 401(k) plans cover a similar participant headcount to Rose Associates, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Prime Digital 401(k) Plan in NV (261 participants, $4M 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 132796845.

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.