401(k) · DOL Form 5500 · 2024

Rose Medical 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
134
Participants Small participant base
42nd
Percentile by assets National rank
$38,436
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Rose Medical 401(k) Plan and Trust · Sponsored by Rose Medical · Michigan · Manufacturing

$5M in assets, 134 participants

Rose Medical's Rose Medical 401(k) Plan and Trust reported $5M in total assets and 134 participants in its 2024 DOL Form 5500 filing, ranking in the 42nd 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.

  • #4,557 in Manufacturing (17,777 peers)

Coverage in Michigan

Rose Medical 401(k) Plan and Trust covers 134 participants in Michigan, about 21% of the average Michigan filer (state average ~638 per filing). Assets: $5M.

#4,557
in Manufacturing (17,777 peers)
+35.6%
assets growth YoY

Rose Medical 401(k) Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Rose Medical 401(k) Plan and Trust vs every filed plan by assets

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

$5,150,488 42nd percentile higher than 42% 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

Rose Medical 401(k) Plan and Trust 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. Rose Medical 401(k) Plan and Trust sits mid-pack in the medium band (134 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rose Medical 401(k) Plan and Trust end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Rose Medical 401(k) Plan and Trust reported participants rose from 122 in the plan year 2023 filing to 134 in the plan year 2024 filing.
  • Rose Medical 401(k) Plan and Trust reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 383432754 · Rose Medical PY 2024 · 401(k)

Rose Medical 401(k) Plan and Trust · $5M · 134 · 42nd

  • PHOTO $5M
  • PHOTO 134
  • PHOTO 42nd
  • PHOTO 401(k)
  • PHOTO near Faro Services, Inc. Dba Faro Logistics Solutions, Inc. 401(k) Ps Plan
  • PHOTO ind #4557

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 Michigan →

Rose Medical 401(k) Plan and Trust in the asset neighbourhood

Rose Medical 401(k) Plan and TrustRose Medical 401(k) Plan and…$5MFaro Services, Inc. Dba Faro Logistics Solutions, Inc. 401(k) Ps PlanFaro Services, Inc. Dba Faro…$5MSpring Prairie Hb, Inc.$5MClub 59, Inc. 401(k) Profit Sharing Plan & TrustClub 59, Inc. 401(k) Profit …$5MTransitional Learning Center 401(k) PlanTransitional Learning Center…$5M
End-of-year total assets ($M) among Rose Medical 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Michigan filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN383432754
Plan Effective Date2019-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rose Medical)

Sponsor-wide plan assets over time

All Rose Medical plans reported in each filing year

Latest sponsor-wide plan assets
$5M 35.60953210455531% vs 2023
2024 filing year
$3.5M$4M$4.5M$5M$5.5M 20232024 $3.8M $5.15M ▲ +35.5%
Year Plans Participants Total Assets
2023 1 122 $4M
2024 1 134 $5M

Nearby 401(k) Plans in Michigan

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

Rose Medical 401(k) Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -100102030 Total assets ($B) Participants Rose Medical 401(k) Plan and Trust, Total assets ($B): 0.005150488 · Participants: 134Rose Medical 401(k) Plan and TrustGeneral Motors Retirement Savings Plan for Salaried Employees in the United States, Total assets ($B): 23.0591668 · Participants: 43053General Motors Retirement Savings Plan for Salaried Employees in the United StatesFord Motor Co. Savings and Stock Investment Plan for Salaried Employees, Total assets ($B): 17.26893589 · Participants: 31790Ford Motor Co. Savings and Stock Investment Plan for Salaried EmployeesThe Dow Chemical Company Employees' Savings Plan, Total assets ($B): 10.768606712 · Participants: 17128The Dow Chemical Company Employees' Savings PlanThe General Motors Personal Savings Plan for Hourly-Rate Employees in the United States, Total assets ($B): 9.568379082 · Participants: 42513The General Motors Personal Savings Plan for Hourly-Rate Employees in the United StatesFord Motor Co. Tax-Efficient Savings Plan for Hourly Employees, Total assets ($B): 8.2932975 · Participants: 60497Ford Motor Co. Tax-Efficient Savings Plan for Hourly Employees
Rose Medical 401(k) Plan and Trust vs. nearby 401(k) plans in Michigan, assets vs. participants

Rose Medical 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Michigan, the nearest 401(k) by assets is Faro Services, Inc. Dba Faro Logistics Solutions, Inc. 401(k) Ps Plan in OH ($5M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (134 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 Rose Medical 401(k) Plan and Trust assets move in 2024?
Rose Medical 401(k) Plan and Trust surged - up 35.6% during 2024, from $4M to $5M. Reported net income was $1M.
How have Rose Medical plan assets changed over time?
Across 2 plan years on file (2023-2024), Rose Medical's sponsor-wide assets grew 35.6%, from $4M to $5M.
Which 401(k) plans are similar in size to Rose Medical 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Faro Services, Inc. Dba Faro Logistics Solutions, Inc. 401(k) Ps Plan in OH ($5M, 330 participants).
Which 401(k) plans cover a similar participant headcount to Rose Medical 401(k) Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Whalar 401(k) Plan in NY (134 participants, $6M in assets).