401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-25

$210M
Total assets Near avg plan size
3,671
Participants Above avg headcount
94th
Percentile by assets National rank
$57,121
Avg per participant Low balance/head
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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.

  • #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.

#16,267
in Manufacturing (17,777 peers)
+11.4%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Rosen's Diversified 401(k) Retirement Plan's outsized position 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 $2,050,000,000 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 401(k) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rosen's Diversified 401(k) Retirement Plan lands in the large band (3,671 participants).

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 →

Form 5500 schedule snapshot

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

Rosen's Diversified 401(k) Retirement Plan · $210M · 3,671 · 94th

  • 5500 $210M
  • 5500 3,671
  • 5500 94th
  • 5500 401(k)
  • 5500 near Debevoise & Plimpton LLP Cash or Deferred Plan for Associates and Counsel
  • 5500 ind #16267

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 401(k) Retirement Plan in the asset neighbourhood

Meritage Homes Corporation 401(k) Savings PlanMeritage Homes Corporation 4…$210MRosen's Diversified 401(k) Retirement PlanRosen's Diversified 401(k) R…$210MDebevoise & Plimpton LLP Cash or Deferred Plan for Associates and CounselDebevoise & Plimpton LLP Cas…$210MSamaritan Medical Center/Samaritan Keep Nursing Home Retirement PlanSamaritan Medical Center/Sam…$210MNtec 401(k) Plan II$210M
End-of-year total assets ($M) among Rosen's Diversified 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)$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.)

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 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Rosen's Diversified 401(k) Retirement Plan, Total assets ($B): 0.209690546 · Participants: 3671Rosen's Diversified 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 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Rosen's Diversified 401(k) Retirement Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Debevoise & Plimpton LLP Cash or Deferred Plan for Associates and Counsel in NY ($210M); by covered participants it is Hornblower Group, Inc.and All Affiliates 401(k) Plan in CA (3,674 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,671 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 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).
Which 401(k) plans cover a similar participant headcount to Rosen's Diversified 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hornblower Group, Inc.and All Affiliates 401(k) Plan in CA (3,674 participants, $102M 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.