401(k) · DOL Form 5500 · 2024

Louis Rose Incorporated 401(k) Plan

Data updated 2026-08-25

$400K
Total assets Small plan by assets
N/A
Participants Small participant base
16th
Percentile by assets National rank
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Official DOL plan name: Louis Rose Investment Plan · Sponsored by Louis Rose Incorporated · Missouri · Professional & Technical Services

$400K in assets, N/A participants

Louis Rose Incorporated's Louis Rose Investment Plan reported $400K in total assets and N/A participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #2,452 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Louis Rose Investment Plan holds $400K for N/A participants, among the smaller plans by assets on file.

#2,452
in Professional & Technical Services (20,173 peers)
$400K
reported net income

Louis Rose Investment Plan among the smaller filed plans by assets

Louis Rose Investment Plan vs every filed plan by assets

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

$400,000 16th percentile higher than 16% 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

Filed plans by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets.

Form 5500 schedule snapshot

Filing strip 992191072 · Louis Rose Incorporated PY 2024 · 401(k)

Louis Rose Investment Plan · $400K · N/A · 16th

  • PCT $400K
  • PCT N/A
  • PCT 16th
  • PCT 401(k)
  • PCT near John W Huang Solo 401(k) Plan
  • PCT ind #2452

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 Missouri →

Louis Rose Investment Plan in the asset neighbourhood

Louis Rose Investment Plan$400KJohn W Huang Solo 401(k) Plan$400KDobbs Enterprises Retirement PlanDobbs Enterprises Retirement…$400KCalifornia Concessions 401(k)$400KCalifornia Concessions 401(k)$400K
End-of-year total assets ($M) among Louis Rose Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$400K
Net Income$400K
Employer EIN992191072
Plan Effective Date2024-03-29
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Missouri

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

Louis Rose Investment Plan vs. nearby 401(k) plans in Missouri, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Louis Rose Investment Plan, Total assets ($B): 0.0004 · Participants: 0Louis Rose Investment PlanEdward D. Jones & Co. Profit Sharing and 401(k) Plan, Total assets ($B): 12.368282167 · Participants: 47254Edward D. Jones & Co. Profit Sharing and 401(k) PlanBayer Corporation Savings and Retirement Plan, Total assets ($B): 10.811159993 · Participants: 19357Bayer Corporation Savings and Retirement PlanEmerson Savings Plan, Total assets ($B): 7.357409447 · Participants: 8315Emerson Savings PlanEnterprise Holdings Retirement Savings Plan, Total assets ($B): 6.521110634 · Participants: 72024Enterprise Holdings Retirement Savings PlanCentene Management Corporation Retirement Plan, Total assets ($B): 4.716699086 · Participants: 53760Centene Management Corporation Retirement Plan
Louis Rose Investment Plan vs. nearby 401(k) plans in Missouri, assets vs. participants

Louis Rose Investment Plan's closest out-of-state 401(k) peers by assets

Outside Missouri, the nearest 401(k) by end-of-year assets is John W Huang Solo 401(k) Plan in WA at $400K (this filing: $400K).

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($400K here).

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

Frequently Asked Questions

Where does Louis Rose Investment Plan rank by assets among Form 5500 filers?
Louis Rose Investment Plan ranks in the 16th 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 Louis Rose Investment Plan?
Among 401(k) plans in other states, the closest by assets is John W Huang Solo 401(k) Plan in WA ($400K, 1 participant).