401(k) · DOL Form 5500 · 2023

Rosewood Village Associates, LLC 401(k) Plan

Data updated 2026-08-25

$543K
Total assets Small plan by assets
175
Participants Small participant base
19th
Percentile by assets National rank
$3,103
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rosewood Village 401(k) Plan · Sponsored by Rosewood Village Associates, LLC · Virginia · Healthcare & Social Assistance

$543K in assets, 175 participants

Rosewood Village Associates, LLC's Rosewood Village 401(k) Plan reported $543K in total assets and 175 participants in its 2023 DOL Form 5500 filing, ranking in the 19th 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.

  • #2,460 in Healthcare & Social Assistance (17,684 peers)

Coverage in Virginia

Rosewood Village 401(k) Plan covers 175 participants in Virginia, about 22% of the average Virginia filer (state average ~782 per filing). Assets: $543K.

#2,460
in Healthcare & Social Assistance (17,684 peers)
+34.4%
assets growth YoY

Rosewood Village 401(k) Plan among the smaller filed plans by assets

Rosewood Village 401(k) Plan vs every filed plan by assets

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

$543,014 19th percentile higher than 19% 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 Village 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. Rosewood Village 401(k) Plan sits mid-pack in the medium band (175 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rosewood Village 401(k) Plan reported net income rose from $58K in the plan year 2022 filing to $139K in the plan year 2023 filing.
  • Rosewood Village 401(k) Plan end-of-year assets rose from $404K in the plan year 2022 filing to $543K in the plan year 2023 filing.
  • Rosewood Village 401(k) Plan reported participants rose from 142 in the plan year 2022 filing to 175 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 823412861 · Rosewood Village Associates, LLC PY 2023 · 401(k)

Rosewood Village 401(k) Plan · $543K · 175 · 19th

  • TYPE $543K
  • TYPE 175
  • TYPE 19th
  • TYPE 401(k)
  • TYPE near Lollypop Investments Inc. 401(k) Plan
  • TYPE ind #2460

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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →

Rosewood Village 401(k) Plan in the asset neighbourhood

Rosewood Village 401(k) Plan$543KLollypop Investments Inc. 401(k) PlanLollypop Investments Inc. 40…$543KEssential Media Elements Inc. 401(k) PlanEssential Media Elements Inc…$543KHeart Enterprises Inc. 401(k) PlanHeart Enterprises Inc. 401(k…$543KLibra Realty Group Inc 401(k) Profit Sharing Plan & TrustLibra Realty Group Inc 401(k…$543K
End-of-year total assets ($M) among Rosewood Village 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$404K
Net Assets (End of Year)$543K
Net Income$139K
Employer EIN823412861
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rosewood Village Associates, LLC)

Sponsor-wide plan assets over time

All Rosewood Village Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$648K 60.27605729995372% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.4M $0.65M ▲ +62.5%
Year Plans Participants Total Assets
2022 1 142 $404K
2023 1 175 $543K
2024 1 211 $648K

Nearby 401(k) Plans in Virginia

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

Rosewood Village 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Rosewood Village 401(k) Plan, Total assets ($B): 0.000543014 · Participants: 175Rosewood Village 401(k) PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Rosewood Village 401(k) Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Rosewood Village 401(k) Plan side-by-side with 3 peers →

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

Outside Virginia, the nearest 401(k) by assets is Lollypop Investments Inc. 401(k) Plan in FL ($543K); by covered participants it is Uniseal 401(k) Plan in IN (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 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 Village 401(k) Plan assets move in 2023? ▼
Rosewood Village 401(k) Plan surged - up 34.4% during 2023, from $404K to $543K. Reported net income was $139K.
How have Rosewood Village Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rosewood Village Associates, LLC's sponsor-wide assets grew 60.3%, from $404K to $648K.
Where does Rosewood Village 401(k) Plan rank by assets among Form 5500 filers? ▼
Rosewood Village 401(k) Plan ranks in the 19th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Rosewood Village 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lollypop Investments Inc. 401(k) Plan in FL ($543K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Rosewood Village 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Uniseal 401(k) Plan in IN (175 participants, N/A 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 823412861.

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.