401(k) · DOL Form 5500 · 2024

Jace Rose Inc. 401(k) Plan

Data updated 2026-08-25

$248K
Total assets Small plan by assets
3
Participants Small participant base
12th
Percentile by assets National rank
$82,782
Avg per participant Below avg balance/head
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Official DOL plan name: Jace Rose Inc. 401(k) Profit Sharing Plan · Sponsored by Jace Rose Inc. · Ohio · Other Services

$248K in assets, 3 participants

Jace Rose Inc.'s Jace Rose Inc. 401(k) Profit Sharing Plan reported $248K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,974 in Other Services (7,719 peers)

Jace Rose Inc. multi-year trail

Jace Rose Inc.'s plans moved -17.7% in assets from 2022 to 2024; this filing shows Jace Rose Inc. 401(k) Profit Sharing Plan at $248K / 3 participants.

#1,974
in Other Services (7,719 peers)
+1.3%
assets growth YoY

Jace Rose Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

Jace Rose Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$248,345 12th percentile higher than 12% 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

Jace Rose 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. Jace Rose Inc. 401(k) Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jace Rose Inc. 401(k) Profit Sharing Plan reported net income rose from -$57K in the plan year 2023 filing to $3K in the plan year 2024 filing.
  • Jace Rose Inc. 401(k) Profit Sharing Plan reported participants fell from 4 in the plan year 2023 filing to 3 in the plan year 2024 filing.
  • Jace Rose Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $245K in the plan year 2023 filing to $248K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 850932168 · Jace Rose Inc. PY 2024 · 401(k)

Jace Rose Inc. 401(k) Profit Sharing Plan · $248K · 3 · 12th

  • TYPE $248K
  • NET 3
  • BOOK 12th
  • VS-ST 401(k)
  • BOY near Elevate Fresh, Inc. 401(k) Profit Sharing Plan
  • SCH ind #1974

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 Other Services retirement plans → · Plans in Ohio →

Jace Rose Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Jace Rose Inc. 401(k) Profit Sharing PlanJace Rose Inc. 401(k) Profit…$248KElevate Fresh, Inc. 401(k) Profit Sharing PlanElevate Fresh, Inc. 401(k) P…$248KPhoenix Business Investments, LLC 401(k)Phoenix Business Investments…$248KPool Masters of Central Florida 401(k) PlanPool Masters of Central Flor…$248KValensin Vineyard & Winery 401(k) PlanValensin Vineyard & Winery 4…$248K
End-of-year total assets ($M) among Jace Rose Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Jace Rose Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Jace Rose Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$248K 17.65885844067572% vs 2022
2024 filing year
$0.24M$0.26M$0.28M$0.3M$0.32M 202220232024 $0.3M $0.25M ▼ -16.7%
Year Plans Participants Total Assets
2022 1 2 $302K
2023 1 4 $245K
2024 1 3 $248K

Jace Rose Inc. filing trail (2024)

Total Assets (Beginning of Year)$245K
Net Assets (End of Year)$248K
Net Income$3K
Employer EIN850932168
Plan Effective Date2020-05-06
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

Jace Rose Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Jace Rose Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000248345 · Participants: 3Jace Rose Inc. 401(k) Profit Sharing PlanGE 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
Jace Rose Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Jace Rose Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Jace Rose Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Elevate Fresh, Inc. 401(k) Profit Sharing Plan in IN ($248K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Jace Rose Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Jace Rose Inc. 401(k) Profit Sharing Plan edged up modestly - up 1.3% during 2024, from $245K to $248K. Reported net income was $3K.
How have Jace Rose Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jace Rose Inc.'s sponsor-wide assets declined 17.7%, from $302K to $248K.
Where does Jace Rose Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Jace Rose Inc. 401(k) Profit Sharing Plan ranks in the 12th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Jace Rose Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Elevate Fresh, Inc. 401(k) Profit Sharing Plan in IN ($248K, 4 participants).
Which 401(k) plans cover a similar participant headcount to Jace Rose Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 850932168.

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.