401(k) · DOL Form 5500 · 2024

Oprona, Inc. Dba Rosen USA, Inc. 401(k) Plan

Data updated 2026-08-11

$48M
Total assets
619
Participants
84th
Percentile by assets
$77,072
Avg per participant
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Official DOL plan name: Rosen USA 401(k) Plan · Sponsored by Oprona, Inc. Dba Rosen USA, Inc. · Texas · Professional & Technical Services

$48M in assets, 619 participants

Oprona, Inc. Dba Rosen USA, Inc.'s Rosen USA 401(k) Plan reported $48M in total assets and 619 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 123,622 plans)
  • #17,020 in Professional & Technical Services (20,173 peers)

Where Rosen USA 401(k) Plan sits by assets

Rosen USA 401(k) Plan sits in the top quartile of all filed plans by assets, $48M for 619 participants (~$77,072/participant), up 13.2% in 2024.

$48M
total plan assets (2024 EOY)
619
covered participants
84th
percentile by assets (of 123,622 plans)
$77,072
avg assets per participant

Where Rosen USA 401(k) Plan sits by total assets

Rosen USA 401(k) Plan vs every filed plan by assets

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

$47,707,855 Top 16% higher than 84% 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 USA 401(k) Plan reported net income fell from $10M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Rosen USA 401(k) Plan end-of-year assets rose from $42M in the plan year 2023 filing to $48M in the plan year 2024 filing.
  • Rosen USA 401(k) Plan reported participants fell from 662 in the plan year 2023 filing to 619 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Texas
Industry
Professional & Technical Services

Rosen USA 401(k) Plan vs the 2024 asset distribution

By assets, Rosen USA 401(k) Plan outranks 84% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$48M
Net Income$8M
Employer EIN208040748
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Oprona, Inc. Dba Rosen USA, Inc.)

$30M$35M$40M$45M$50M 202220232024 $32.4M $47.7M ▲ +47.3%
Total plan assets by year, all Oprona, Inc. Dba Rosen USA, Inc. plans on file
Year Plans Participants Total Assets
2022 1 621 $32M
2023 1 662 $42M
2024 1 619 $48M

Nearby 401(k) Plans in Texas

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

Rosen USA 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Rosen USA 401(k) Plan, Total assets ($B): 0.047707855 · Participants: 619Rosen USA 401(k) PlanAT&T Retirement Savi…, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savi…Exxonmobil Savings P…, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings P…Chevron Employee Sav…, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Sav…Caterpillar 401(k) S…, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) S…Southwest Airlines C…, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines C…
Rosen USA 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Rosen USA 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Rosen USA 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Rosen USA 401(k) Plan assets move in 2024? ▼
Rosen USA 401(k) Plan grew at a solid clip - up 13.2% during 2024, from $42M to $48M. Reported net income was $8M.
How have Oprona, Inc. Dba Rosen USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Oprona, Inc. Dba Rosen USA, Inc.'s sponsor-wide assets grew 47.2%, from $32M to $48M.
Where does Rosen USA 401(k) Plan rank by assets among Form 5500 filers? ▼
Rosen USA 401(k) Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Rosen USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Casner & Edwards, LLP 401(k) Profit Sharing Plan in MA ($48M, 88 participants).

Next read for Rosen USA 401(k) Plan

Scale reading

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

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 208040748.

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.