401(k) · DOL Form 5500 · 2024
Rose Financial Solutions LLC 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 50
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $96,063
- Avg per participant Below avg balance/head
Official DOL plan name: Rose Financial Solutions LLC 401(k) Profit Sharing Plan · Sponsored by Rose Financial Solutions LLC · Maryland · Professional & Technical Services
$5M in assets, 50 participants
Rose Financial Solutions LLC's Rose Financial Solutions LLC 401(k) Profit Sharing Plan reported $5M in total assets and 50 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.
- #7,816 in Professional & Technical Services (20,173 peers)
Rose Financial Solutions LLC multi-year trail
Rose Financial Solutions LLC's plans moved +40.0% in assets from 2022 to 2024; this filing shows Rose Financial Solutions LLC 401(k) Profit Sharing Plan at $5M / 50 participants.
- #7,816
- in Professional & Technical Services (20,173 peers)
- +19.6%
- assets growth YoY
Rose Financial Solutions LLC 401(k) Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers
Rose Financial Solutions LLC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,803,126 41st percentile higher than 41% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Rose Financial Solutions LLC 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rose Financial Solutions LLC 401(k) Profit Sharing Plan is a small filing (50 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rose Financial Solutions LLC 401(k) Profit Sharing Plan reported net income rose from $586K in the plan year 2023 filing to $788K in the plan year 2024 filing.
- Rose Financial Solutions LLC 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.
- Rose Financial Solutions LLC 401(k) Profit Sharing Plan reported participants rose from 45 in the plan year 2023 filing to 50 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 521957206 · Rose Financial Solutions LLC PY 2024 · 401(k)
Rose Financial Solutions LLC 401(k) Profit Sharing Plan · $5M · 50 · 41st
- RANK $5M
- RANK 50
- RANK 41st
- RANK 401(k)
- RANK near Traylor Porter Health Care Management, Inc. 401(k) Plan
- RANK ind #7816
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 Maryland →
Rose Financial Solutions LLC 401(k) Profit Sharing Plan in the asset neighbourhood
Rose Financial Solutions LLC multi-year asset trail
Sponsor-wide plan assets over time
All Rose Financial Solutions LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 40.04597516151662% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 53 | $3M |
| 2023 | 1 | 45 | $4M |
| 2024 | 1 | 50 | $5M |
Rose Financial Solutions LLC filing trail (2024)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $788K |
| Employer EIN | 521957206 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Maryland
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Savings Plan $51.4B · 96,812
- Marriott Retirement Savings Plan $11.7B · 101,417
- T. Rowe Price U.S. Retirement Program $4.9B · 6,639
- Nfl Player Second Career Savings Plan $4.1B · 2,771
- Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees $3.0B · 18,370
Rose Financial Solutions LLC 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Maryland, the nearest 401(k) by assets is Traylor Porter Health Care Management, Inc. 401(k) Plan in AL ($5M); by covered participants it is Advata 401(k) Plan in TX (50 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.
- Advata 401(k) Plan (TX) 50 · 0 off
- Arthritis Center of Nebraska Profit Sharing Plan (NE) 50 · 0 off
- Ignitist, Inc. 401(k) Profit Sharing Plan and Trust (PA) 50 · 0 off
- First National Financial Services 401(k) Plan (MN) 50 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.