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
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
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.
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 EIN | 411224625 |
| Plan Effective Date | 1990-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rosen's Diversified, Inc.)
| 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
- Wells Fargo & Company 401(k) Plan $57.9B · 179,076
- Unitedhealth Group 401(k) Savings Plan $26.6B · 205,460
- Target Corporation 401(k) Plan $14.4B · 409,649
- Medtronic Savings and Investment Plan $13.7B · 38,480
- U.S. Bank 401(k) Savings Plan $11.4B · 73,109
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.
- Debevoise & Plimpton LLP Cash or Deferred Plan for Associates and Counsel (NY) $210M · 508
- Samaritan Medical Center/Samaritan Keep Nursing Home Retirement Plan (NY) $210M · 2,243
- Meritage Homes Corporation 401(k) Savings Plan (AZ) $210M · 1,927
- Ntec 401(k) Plan II (CO) $210M · 1,039
Frequently Asked Questions
How did Rosen's Diversified 401(k) Retirement Plan assets move in 2024? ▼
How have Rosen's Diversified, Inc. plan assets changed over time? ▼
Where does Rosen's Diversified 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
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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