401(k) · DOL Form 5500 · 2024
Rosebud Insurance Agency Inc 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 6
- Participants Small participant base
- 33rd
- Percentile by assets National rank
- $459,980
- Avg per participant High balance/head
Official DOL plan name: Rosebud Insurance Agency Inc 401(k) Plan · Sponsored by Rosebud Insurance Agency Inc · New York · Finance & Insurance
$3M in assets, 6 participants
Rosebud Insurance Agency Inc's Rosebud Insurance Agency Inc 401(k) Plan reported $3M in total assets and 6 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.
- #1,833 in Finance & Insurance (8,549 peers)
Rosebud Insurance Agency Inc multi-year trail
Rosebud Insurance Agency Inc's plans moved +2313.2% in assets from 2022 to 2024; this filing shows Rosebud Insurance Agency Inc 401(k) Plan at $3M / 6 participants.
- #1,833
- in Finance & Insurance (8,549 peers)
- +809.6%
- assets growth YoY
Rosebud Insurance Agency Inc 401(k) Plan among the smaller filed plans by assets
Rosebud Insurance Agency Inc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,759,877 33rd percentile higher than 33% 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
Rosebud Insurance Agency Inc 401(k) 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. Rosebud Insurance Agency Inc 401(k) Plan is a micro filing (6 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rosebud Insurance Agency Inc 401(k) Plan reported net income rose from $189K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Rosebud Insurance Agency Inc 401(k) Plan end-of-year assets rose from $303K in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Rosebud Insurance Agency Inc 401(k) Plan reported participants rose from 2 in the plan year 2023 filing to 6 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 853053114 · Rosebud Insurance Agency Inc PY 2024 · 401(k)
Rosebud Insurance Agency Inc 401(k) Plan · $3M · 6 · 33rd
- PART $3M
- PART 6
- PART 33rd
- PART 401(k)
- PART near Forus 401(k)
- PART ind #1833
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 Finance & Insurance retirement plans → · Plans in New York →
Rosebud Insurance Agency Inc 401(k) Plan in the asset neighbourhood
Rosebud Insurance Agency Inc multi-year asset trail
Sponsor-wide plan assets over time
All Rosebud Insurance Agency Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 2313.218204870371% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | N/A | $114K |
| 2023 | 1 | 2 | $303K |
| 2024 | 1 | 6 | $3M |
Rosebud Insurance Agency Inc filing trail (2024)
| Total Assets (Beginning of Year) | $303K |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $2M |
| Employer EIN | 853053114 |
| Plan Effective Date | 2022-01-02 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- IBM 401(k) Plan $60.4B · 52,674
- Morgan Stanley 401(k) Plan $22.2B · 53,860
- Pfizer Savings Plan $22.0B · 33,309
- The Pepsico Savings Plan $14.9B · 137,398
- The Goldman Sachs 401(k) Plan $12.8B · 23,227
Rosebud Insurance Agency Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Forus 401(k) in CA ($3M); by covered participants it is Caliche, Ltd 401(k) in TX (6 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
- Forus 401(k) (CA) $3M · 67
- Bedrock 401(k) Plan (WI) $3M · 985
- Western Shield Acquisitions, LLC 401(k) Profit Sharing Plan (CA) $3M · 114
- Captain Enterprises, LLC 401(k) Plan (CA) $3M · 8
Similar participant headcount
Nearest other-state filings by covered participants (6 participants); asset peers above are excluded.
- Caliche, Ltd 401(k) (TX) 6 · 0 off
- Pat Nguyen Safe Harbor 401(k) Plan (GA) 6 · 0 off
- Toyota Lift Northwest 401(k) Plan (OR) 6 · 0 off
- Johnston Tobey Baruch P.C. 401(k) Profit Sharing Plan and Trust (TX) 6 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.