401(k) · DOL Form 5500 · 2023

The Rosedale Group, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
139
Participants Small participant base
30th
Percentile by assets National rank
$13,801
Avg per participant Low balance/head
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Official DOL plan name: The Rosedale Group, Inc. 401(k) Plan · Sponsored by The Rosedale Group, Inc. · Georgia · Transportation & Warehousing

$2M in assets, 139 participants

The Rosedale Group, Inc.'s The Rosedale Group, Inc. 401(k) Plan reported $2M in total assets and 139 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

  • #993 in Transportation & Warehousing (3,362 peers)

Coverage in Georgia

The Rosedale Group, Inc. 401(k) Plan covers 139 participants in Georgia, about 13% of the average Georgia filer (state average ~1,096 per filing). Assets: $2M.

#993
in Transportation & Warehousing (3,362 peers)
+6.9%
assets growth YoY

The Rosedale Group, Inc. 401(k) Plan among the smaller filed plans by assets

The Rosedale Group, Inc. 401(k) Plan vs every filed plan by assets

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

$1,918,364 30th percentile higher than 30% 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 Rosedale Group, 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. The Rosedale Group, Inc. 401(k) Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Rosedale Group, Inc. 401(k) Plan reported net income rose from -$351K in the plan year 2022 filing to $124K in the plan year 2023 filing.
  • The Rosedale Group, Inc. 401(k) Plan reported participants fell from 172 in the plan year 2022 filing to 139 in the plan year 2023 filing.
  • The Rosedale Group, Inc. 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 581649130 · The Rosedale Group, Inc. PY 2023 · 401(k)

The Rosedale Group, Inc. 401(k) Plan · $2M · 139 · 30th

  • EIN $2M
  • RANK 139
  • PHOTO 30th
  • IND 401(k)
  • EOY near Commonwealth Franchise Group, Inc. 401(k) Plan
  • 5500 ind #993

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 Transportation & Warehousing retirement plans → · Plans in Georgia →

The Rosedale Group, Inc. 401(k) Plan in the asset neighbourhood

The Rosedale Group, Inc. 401(k) PlanThe Rosedale Group, Inc. 401…$2MCommonwealth Franchise Group, Inc. 401(k) PlanCommonwealth Franchise Group…$2MCoact, Inc. 401(k) Plan$2MAtlantis Trading Corporation 401(k) Savings PlanAtlantis Trading Corporation…$2MThird Sector Intelligence, Inc. 401(k) PlanThird Sector Intelligence, I…$2M
End-of-year total assets ($M) among The Rosedale Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$124K
Employer EIN581649130
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Rosedale Group, Inc.)

Sponsor-wide plan assets over time

All The Rosedale Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 17.817691486901747% vs 2022
2024 filing year
$1.7M$1.8M$1.9M$2M$2.1M$2.2M 202220232024 $1.79M $2.11M ▲ +17.9%
Year Plans Participants Total Assets
2022 1 172 $2M
2023 1 139 $2M
2024 1 146 $2M

Nearby 401(k) Plans in Georgia

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

The Rosedale Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants The Rosedale Group, Inc. 401(k) Plan, Total assets ($B): 0.001918364 · Participants: 139The Rosedale Group, Inc. 401(k) PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
The Rosedale Group, Inc. 401(k) Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare The Rosedale Group, Inc. 401(k) Plan side-by-side with 3 peers →

The Rosedale Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Commonwealth Franchise Group, Inc. 401(k) Plan in MA ($2M); by covered participants it is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Rosedale Group, Inc. 401(k) Plan assets move in 2023? ▼
The Rosedale Group, Inc. 401(k) Plan grew at a solid clip - up 6.9% during 2023, from $2M to $2M. Reported net income was $124K.
How have The Rosedale Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Rosedale Group, Inc.'s sponsor-wide assets grew 17.8%, from $2M to $2M.
Which 401(k) plans are similar in size to The Rosedale Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Commonwealth Franchise Group, Inc. 401(k) Plan in MA ($2M, 14 participants).
Which 401(k) plans cover a similar participant headcount to The Rosedale Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Daman Products Company, Inc. 401(k) and Profit Sharing Plan in IN (139 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 581649130.

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.