401(k) · DOL Form 5500 · 2024

A.J. Rose Manufacturing Co. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
238
Participants Below avg headcount
69th
Percentile by assets National rank
$80,395
Avg per participant Below avg balance/head
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Official DOL plan name: A.J. Rose Mfg. Co. 401(k) Plan for Union Employees · Sponsored by A.J. Rose Manufacturing Co. · Ohio · Manufacturing

$19M in assets, 238 participants

A.J. Rose Manufacturing Co.'s A.J. Rose Mfg. Co. 401(k) Plan for Union Employees reported $19M in total assets and 238 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #10,434 in Manufacturing (17,777 peers)

Coverage in Ohio

A.J. Rose Mfg. Co. 401(k) Plan for Union Employees covers 238 participants in Ohio, about 31% of the average Ohio filer (state average ~765 per filing). Assets: $19M.

#10,434
in Manufacturing (17,777 peers)
+7.6%
assets growth YoY

A.J. Rose Mfg. Co. 401(k) Plan for Union Employees's outsized position by total assets

A.J. Rose Mfg. Co. 401(k) Plan for Union Employees vs every filed plan by assets

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

$19,133,978 Top 31% higher than 69% 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

A.J. Rose Mfg. Co. 401(k) Plan for Union Employees among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. A.J. Rose Mfg. Co. 401(k) Plan for Union Employees sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • A.J. Rose Mfg. Co. 401(k) Plan for Union Employees reported participants rose from 221 in the plan year 2023 filing to 238 in the plan year 2024 filing.
  • A.J. Rose Mfg. Co. 401(k) Plan for Union Employees end-of-year assets rose from $18M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 340843927 · A.J. Rose Manufacturing Co. PY 2024 · 401(k)

A.J. Rose Mfg. Co. 401(k) Plan for Union Employees · $19M · 238 · 69th

  • PCT $19M
  • PCT 238
  • PCT 69th
  • PCT 401(k)
  • PCT near Mid America Overseas Inc 401(k) Profit Sharing Plan & Trust
  • PCT ind #10434

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 Manufacturing retirement plans → · Plans in Ohio →

A.J. Rose Mfg. Co. 401(k) Plan for Union Employees in the asset neighbourhood

Biologics Consulting Group, Inc. 401(k) PlanBiologics Consulting Group, …$19MElmhurst Anesthesiologists, P.C. Profit Sharing Plan & TrustElmhurst Anesthesiologists, …$19MCape Physicians Associates 401(k) PlanCape Physicians Associates 4…$19MA.J. Rose Mfg. Co. 401(k) Plan for Union EmployeesA.J. Rose Mfg. Co. 401(k) Pl…$19MMid America Overseas Inc 401(k) Profit Sharing Plan & TrustMid America Overseas Inc 401…$19M
End-of-year total assets ($M) among A.J. Rose Mfg. Co. 401(k) Plan for Union Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN340843927
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (A.J. Rose Manufacturing Co.)

Sponsor-wide plan assets over time

All A.J. Rose Manufacturing Co. plans reported in each filing year

Latest sponsor-wide plan assets
$51M 24.645565194102346% vs 2022
2024 filing year
$40M$45M$50M$55M 202220232024 $41M $51.2M ▲ +24.7%
Year Plans Participants Total Assets
2022 2 345 $41M
2023 2 345 $46M
2024 2 362 $51M

Nearby 401(k) Plans in Ohio

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

A.J. Rose Mfg. Co. 401(k) Plan for Union Employees vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants A.J. Rose Mfg. Co. 401(k) Plan for Union Employees, Total assets ($B): 0.019133978 · Participants: 238A.J. Rose Mfg. Co. 401(k) Plan for Union EmployeesGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
A.J. Rose Mfg. Co. 401(k) Plan for Union Employees vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare A.J. Rose Mfg. Co. 401(k) Plan for Union Employees side-by-side with 3 peers →

A.J. Rose Mfg. Co. 401(k) Plan for Union Employees's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Mid America Overseas Inc 401(k) Profit Sharing Plan & Trust in IL ($19M); by covered participants it is Prevailing Multiple Employer Plan in PA (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (238 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 A.J. Rose Mfg. Co. 401(k) Plan for Union Employees assets move in 2024? ▼
A.J. Rose Mfg. Co. 401(k) Plan for Union Employees grew at a solid clip - up 7.6% during 2024, from $18M to $19M. Reported net income was $1M.
How have A.J. Rose Manufacturing Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), A.J. Rose Manufacturing Co.'s sponsor-wide assets grew 24.6%, from $41M to $51M.
Which 401(k) plans are similar in size to A.J. Rose Mfg. Co. 401(k) Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by assets is Mid America Overseas Inc 401(k) Profit Sharing Plan & Trust in IL ($19M, 203 participants).
Which 401(k) plans cover a similar participant headcount to A.J. Rose Mfg. Co. 401(k) Plan for Union Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Prevailing Multiple Employer Plan in PA (238 participants, N/A 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 340843927.

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.