401(k) · DOL Form 5500 · 2024

Rosen's Diversified, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
457
Participants Below avg headcount
32nd
Percentile by assets National rank
$5,601
Avg per participant Low balance/head
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Official DOL plan name: Rosen's Diversified Union Employees 401(k) Retirement Plan · Sponsored by Rosen's Diversified, Inc. · Minnesota · Manufacturing

$3M in assets, 457 participants

Rosen's Diversified, Inc.'s Rosen's Diversified Union Employees 401(k) Retirement Plan reported $3M in total assets and 457 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #2,861 in Manufacturing (17,777 peers)

Coverage in Minnesota

Rosen's Diversified Union Employees 401(k) Retirement Plan covers 457 participants in Minnesota, about 41% of the average Minnesota filer (state average ~1,126 per filing). Assets: $3M.

#2,861
in Manufacturing (17,777 peers)
+5.2%
assets growth YoY

Rosen's Diversified Union Employees 401(k) Retirement Plan among the smaller filed plans by assets

Rosen's Diversified Union Employees 401(k) Retirement Plan vs every filed plan by assets

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

$2,559,723 32nd percentile higher than 32% 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

Rosen's Diversified Union Employees 401(k) Retirement Plan 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. Rosen's Diversified Union Employees 401(k) Retirement Plan sits mid-pack in the medium band (457 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rosen's Diversified Union Employees 401(k) Retirement Plan reported net income fell from $372K in the plan year 2023 filing to $121K in the plan year 2024 filing.
  • Rosen's Diversified Union Employees 401(k) Retirement Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Rosen's Diversified Union Employees 401(k) Retirement Plan reported participants rose from 450 in the plan year 2023 filing to 457 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 411224625 · Rosen's Diversified, Inc. PY 2024 · 401(k)

Rosen's Diversified Union Employees 401(k) Retirement Plan · $3M · 457 · 32nd

  • EBSA $3M
  • PART 457
  • TYPE 32nd
  • NET 401(k)
  • BOOK near Personnel Consulting Group, L.L.C. 401(k) Plan
  • VS-ST ind #2861

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 Minnesota →

Rosen's Diversified Union Employees 401(k) Retirement Plan in the asset neighbourhood

Rosen's Diversified Union Employees 401(k) Retirement PlanRosen's Diversified Union Em…$3MPersonnel Consulting Group, L.L.C. 401(k) PlanPersonnel Consulting Group, …$3MMatthew Berger Services Company, Inc. Employee Stock Ownership PlanMatthew Berger Services Comp…$3MHedgefacts, LLP 401(k) Profit Sharing PlanHedgefacts, LLP 401(k) Profi…$3MFlagship Investment Group, Inc. 401(k) PlanFlagship Investment Group, I…$3M
End-of-year total assets ($M) among Rosen's Diversified Union Employees 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$121K
Employer EIN411224625
Plan Effective Date1982-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rosen's Diversified, Inc.)

Sponsor-wide plan assets over time

All Rosen's Diversified, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$212M 25.45211555264167% vs 2022
2024 filing year
$160M$180M$200M$220M 202220232024 $169M $212M ▲ +25.5%
Year Plans Participants Total Assets
2022 2 4,347 $169M
2023 2 4,087 $191M
2024 2 4,128 $212M

Nearby 401(k) Plans in Minnesota

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

Rosen's Diversified Union Employees 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Rosen's Diversified Union Employees 401(k) Retirement Plan, Total assets ($B): 0.002559723 · Participants: 457Rosen's Diversified Union Employees 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Rosen's Diversified Union Employees 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Rosen's Diversified Union Employees 401(k) Retirement Plan side-by-side with 3 peers →

Rosen's Diversified Union Employees 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Personnel Consulting Group, L.L.C. 401(k) Plan in LA ($3M); by covered participants it is The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan in OR (457 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (457 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 Rosen's Diversified Union Employees 401(k) Retirement Plan assets move in 2024? ▼
Rosen's Diversified Union Employees 401(k) Retirement Plan grew at a solid clip - up 5.2% during 2024, from $2M to $3M. Reported net income was $121K.
How have Rosen's Diversified, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rosen's Diversified, Inc.'s sponsor-wide assets grew 25.5%, from $169M to $212M.
Which 401(k) plans are similar in size to Rosen's Diversified Union Employees 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Personnel Consulting Group, L.L.C. 401(k) Plan in LA ($3M, 13 participants).
Which 401(k) plans cover a similar participant headcount to Rosen's Diversified Union Employees 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Willamette Valley Company and Subsidiary Companies 401(k) Profit Sharing Plan in OR (457 participants, $63M 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 411224625.

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.