401(k) · DOL Form 5500 · 2024

Rosen Systems, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
8
Participants Small participant base
41st
Percentile by assets National rank
$592,094
Avg per participant High balance/head
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Official DOL plan name: Rosen Systems, Inc. 401(k) Profit Sharing Plan · Sponsored by Rosen Systems, Inc. · Texas · Professional & Technical Services

$5M in assets, 8 participants

Rosen Systems, Inc.'s Rosen Systems, Inc. 401(k) Profit Sharing Plan reported $5M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,756 in Professional & Technical Services (20,173 peers)

Rosen Systems, Inc. multi-year trail

Rosen Systems, Inc.'s plans moved +38.7% in assets from 2022 to 2024; this filing shows Rosen Systems, Inc. 401(k) Profit Sharing Plan at $5M / 8 participants.

#7,756
in Professional & Technical Services (20,173 peers)
+16.6%
assets growth YoY

Rosen Systems, Inc. 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rosen Systems, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,736,751 41st percentile higher than 41% of 123,620 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 2024

Rosen Systems, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rosen Systems, Inc. 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rosen Systems, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Rosen Systems, Inc. 401(k) Profit Sharing Plan reported participants fell from 9 in the plan year 2023 filing to 8 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 750779120 · Rosen Systems, Inc. PY 2024 · 401(k)

Rosen Systems, Inc. 401(k) Profit Sharing Plan · $5M · 8 · 41st

  • 5500 $5M
  • ASSETS 8
  • PCT 41st
  • EIN 401(k)
  • RANK near The Reliable of Milwaukee 401(k) Retirement Savings Plan
  • PHOTO ind #7756

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 Texas →

Rosen Systems, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Rosen Systems, Inc. 401(k) Profit Sharing PlanRosen Systems, Inc. 401(k) P…$5MThe Reliable of Milwaukee 401(k) Retirement Savings PlanThe Reliable of Milwaukee 40…$5MIfs Savings and Retirement PlanIfs Savings and Retirement P…$5MNagnoi LLC Pr Retirement Plan$5MTorden LLC 401(k) Profit Sharing Plan and TrustTorden LLC 401(k) Profit Sha…$5M
End-of-year total assets ($M) among Rosen Systems, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rosen Systems, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rosen Systems, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 38.699726392575116% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.42M $4.74M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 9 $3M
2023 1 9 $4M
2024 1 8 $5M

Rosen Systems, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$676K
Employer EIN750779120
Plan Effective Date1972-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Rosen Systems, Inc. 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 ($B) Participants Rosen Systems, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.004736751 · Participants: 8Rosen Systems, Inc. 401(k) Profit Sharing PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Rosen Systems, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Rosen Systems, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Rosen Systems, Inc. 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 The Reliable of Milwaukee 401(k) Retirement Savings Plan in WI ($5M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rosen Systems, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Rosen Systems, Inc. 401(k) Profit Sharing Plan grew sharply - up 16.6% during 2024, from $4M to $5M. Reported net income was $676K.
How have Rosen Systems, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rosen Systems, Inc.'s sponsor-wide assets grew 38.7%, from $3M to $5M.
Which 401(k) plans are similar in size to Rosen Systems, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Reliable of Milwaukee 401(k) Retirement Savings Plan in WI ($5M, 85 participants).
Which 401(k) plans cover a similar participant headcount to Rosen Systems, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 750779120.

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.