401(k) · DOL Form 5500 · 2023

Catering by Rosemary, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
653
Participants Below avg headcount
54th
Percentile by assets National rank
$12,367
Avg per participant Low balance/head
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Official DOL plan name: The Rk Group 401(k) Profit Sharing Plan · Sponsored by Catering by Rosemary, Inc. · Texas · Food Services & Accommodation

$8M in assets, 653 participants

Catering by Rosemary, Inc.'s The Rk Group 401(k) Profit Sharing Plan reported $8M in total assets and 653 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #3,208 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, The Rk Group 401(k) Profit Sharing Plan ranks #3,208 of 3,828 2023 filers by assets (242% of the sector average)-$8M for 653 participants.

#3,208
in Food Services & Accommodation (3,828 peers)
+26.1%
assets growth YoY

The Rk Group 401(k) Profit Sharing Plan's mid-pack asset rank among Food Services & Accommodation and all filers

The Rk Group 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,075,831 Top 46% higher than 54% 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 Rk Group 401(k) Profit Sharing 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 Rk Group 401(k) Profit Sharing Plan sits mid-pack in the medium band (653 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Rk Group 401(k) Profit Sharing Plan reported net income rose from $465K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Rk Group 401(k) Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 741611332 · Catering by Rosemary, Inc. PY 2023 · 401(k)

The Rk Group 401(k) Profit Sharing Plan · $8M · 653 · 54th

  • ASSETS $8M
  • PCT 653
  • EIN 54th
  • RANK 401(k)
  • PHOTO near Baker Barrios Architects, Inc. 401(k) Profit Sharing Plan and T
  • IND ind #3208

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 Food Services & Accommodation retirement plans → · Plans in Texas →

The Rk Group 401(k) Profit Sharing Plan in the asset neighbourhood

The Rk Group 401(k) Profit Sharing PlanThe Rk Group 401(k) Profit S…$8MBaker Barrios Architects, Inc. 401(k) Profit Sharing Plan and TBaker Barrios Architects, In…$8MMid-Florida Hematology & Oncology Centers, PA 401(k) PlanMid-Florida Hematology & Onc…$8MNiche Chem Industries, Inc. 401(k) PlanNiche Chem Industries, Inc. …$8MAmerican Custom Metal Fabricating, Inc. 401(k) PlanAmerican Custom Metal Fabric…$8M
End-of-year total assets ($M) among The Rk Group 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN741611332
Plan Effective Date1997-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Catering by Rosemary, Inc.)

Sponsor-wide plan assets over time

All Catering by Rosemary, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 47.303495102226925% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.4M $9.43M ▲ +47.3%
Year Plans Participants Total Assets
2022 1 649 $6M
2023 1 653 $8M
2024 1 683 $9M

Nearby 401(k) Plans in Texas

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

The Rk Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Rk Group 401(k) Profit Sharing Plan, Total assets ($B): 0.008075831 · Participants: 653The Rk Group 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
The Rk Group 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Rk Group 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Rk Group 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Baker Barrios Architects, Inc. 401(k) Profit Sharing Plan and T in FL ($8M); by covered participants it is Weber Distribution, LLC 401(k) Plan in CA (653 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (653 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 Rk Group 401(k) Profit Sharing Plan assets move in 2023? ▼
The Rk Group 401(k) Profit Sharing Plan grew sharply - up 26.1% during 2023, from $6M to $8M. Reported net income was $2M.
How have Catering by Rosemary, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Catering by Rosemary, Inc.'s sponsor-wide assets grew 47.3%, from $6M to $9M.
Which 401(k) plans are similar in size to The Rk Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baker Barrios Architects, Inc. 401(k) Profit Sharing Plan and T in FL ($8M, 131 participants).
Which 401(k) plans cover a similar participant headcount to The Rk Group 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Weber Distribution, LLC 401(k) Plan in CA (653 participants, $16M 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 741611332.

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.