401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$210M
Total assets
3,671
Participants
94th
Percentile by assets
$57,121
Avg per participant
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Official DOL plan name: Rosen's Diversified 401(k) Retirement Plan · Sponsored by Rosen's Diversified, Inc. · Minnesota · Manufacturing

$210M in assets, 3,671 participants

Rosen's Diversified, Inc.'s Rosen's Diversified 401(k) Retirement Plan reported $210M in total assets and 3,671 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 123,622 plans)
  • #16,267 in Manufacturing (17,777 peers)

Coverage in Minnesota

Rosen's Diversified 401(k) Retirement Plan covers 3,671 participants in Minnesota, 3.3x the typical Minnesota plan (state average ~1,126 per filing). Assets: $210M.

$210M
total plan assets (2024 EOY)
3,671
covered participants
94th
percentile by assets (of 123,622 plans)
$57,121
avg assets per participant

Where Rosen's Diversified 401(k) Retirement Plan sits by total assets

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

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

$209,690,546 Top 6% higher than 94% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rosen's Diversified 401(k) Retirement Plan end-of-year assets rose from $188M in the plan year 2023 filing to $210M in the plan year 2024 filing.
  • Rosen's Diversified 401(k) Retirement Plan reported net income rose from $21M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Rosen's Diversified 401(k) Retirement Plan reported participants rose from 3,637 in the plan year 2023 filing to 3,671 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Rosen's Diversified 401(k) Retirement Plan reports 3,671 participants - 3.3x that state average ($210M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$188M
Net Assets (End of Year)$210M
Net Income$21M
Employer EIN411224625
Plan Effective Date1990-10-01
Filing StatusFILING RECEIVED

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

$160M$180M$200M$220M 202220232024 $169M $212M ▲ +25.5%
Total plan assets by year, all Rosen's Diversified, Inc. plans on file
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 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Rosen's Diversified 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 …Wells Fargo & Compan…Unitedhealth Group 4…Target Corporation 4…Medtronic Savings an…U.S. Bank 401(k) Sav…
Rosen's Diversified 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Rosen's Diversified 401(k) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Rosen's Diversified 401(k) Retirement Plan assets move in 2024?
Rosen's Diversified 401(k) Retirement Plan grew at a solid clip - up 11.4% during 2024, from $188M to $210M. Reported net income was $21M.
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.
Where does Rosen's Diversified 401(k) Retirement Plan rank by assets among Form 5500 filers?
Rosen's Diversified 401(k) Retirement Plan ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Rosen's Diversified 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Debevoise & Plimpton LLP Cash or Deferred Plan for Associates and Counsel in NY ($210M, 508 participants).

Next read for Rosen's Diversified 401(k) Retirement Pl…

Filing takeaways

Ways to act on Rosen's Diversified 401(k) Retirement Plan's numbers.

  • By total assets, Rosen's Diversified 401(k) Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Minnesota. Compare plans
  • Rosen's Diversified, Inc.'s sponsor-wide assets have grown 25.5% since 2022 across 3 plan years on file. More Manufacturing plans