ESOP · DOL Form 5500 · 2024

Rose International, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
99
Participants Small participant base
39th
Percentile by assets National rank
$41,482
Avg per participant Low balance/head
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Official DOL plan name: Rose International Employee Stock Ownership Plan · Sponsored by Rose International, Inc. · Missouri · Professional & Technical Services

$4M in assets, 99 participants

Rose International, Inc.'s Rose International Employee Stock Ownership Plan reported $4M in total assets and 99 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #7,222 in Professional & Technical Services (20,173 peers)

Rose International, Inc. multi-year trail

Rose International, Inc.'s plans moved +19.5% in assets from 2022 to 2024; this filing shows Rose International Employee Stock Ownership Plan at $4M / 99 participants.

#7,222
in Professional & Technical Services (20,173 peers)
-16.0%
assets change YoY

The plan reported a net loss of $739K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rose International Employee Stock Ownership Plan's mid-pack asset rank among Professional & Technical Services and all filers

Rose International Employee Stock Ownership Plan vs every filed plan by assets

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

$4,106,725 39th percentile higher than 39% 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

Rose International Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rose International Employee Stock Ownership Plan is a small filing (99 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rose International Employee Stock Ownership Plan reported net income fell from -$288K in the plan year 2023 filing to -$739K in the plan year 2024 filing.
  • Rose International Employee Stock Ownership Plan end-of-year assets fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Rose International Employee Stock Ownership Plan reported participants fell from 109 in the plan year 2023 filing to 99 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 431634470 · Rose International, Inc. PY 2024 · ESOP

Rose International Employee Stock Ownership Plan · $4M · 99 · 39th

  • IND $4M
  • IND 99
  • IND 39th
  • IND ESOP
  • IND near J & G Electric Employee Stock Ownership Plan
  • IND ind #7222

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 What is an ESOP? → · Plans in Missouri →

Rose International Employee Stock Ownership Plan in the asset neighbourhood

Rose International Employee Stock Ownership PlanRose International Employee …$4MJ & G Electric Employee Stock Ownership PlanJ & G Electric Employee Stoc…$4MThird Floor North Employee Stock Ownership PlanThird Floor North Employee S…$4MInontime, Inc. Employee Stock Ownership PlanInontime, Inc. Employee Stoc…$4MSpw Construction, Inc. Employee Stock Ownership PlanSpw Construction, Inc. Emplo…$4M
End-of-year total assets ($M) among Rose International Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Rose International, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rose International, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$61M 19.541734468282954% vs 2022
2024 filing year
$50M$55M$60M$65M 202220232024 $51M $61M ▲ +19.5%
Year Plans Participants Total Assets
2022 2 5,954 $51M
2023 2 8,042 $55M
2024 2 3,731 $61M

Rose International, Inc. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$4M
Net Income-$739K
Employer EIN431634470
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Missouri

Peer ESOP plans, same state, same plan type, ranked by total assets.

Rose International Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246 Total assets ($B) Participants Rose International Employee Stock Ownership Plan, Total assets ($B): 0.004106725 · Participants: 99Rose International Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.463861407 · Participants: 9902Burns & Mcdonnell, Inc. Employee Stock Ownership PlanMccarthy Employee Stock Ownership Plan, Total assets ($B): 1.845491185 · Participants: 2983Mccarthy Employee Stock Ownership PlanJe Dunn Employee Stock Ownership Plan and Trust, Total assets ($B): 0.620590539 · Participants: 2825Je Dunn Employee Stock Ownership Plan and TrustArco DB Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.514271888 · Participants: 608Arco DB Companies, Inc. Employee Stock Ownership PlanEmery Sapp Employee Stock Ownership Plan, Total assets ($B): 0.399783698 · Participants: 2184Emery Sapp Employee Stock Ownership Plan
Rose International Employee Stock Ownership Plan vs. nearby ESOP plans in Missouri, assets vs. participants
Compare Rose International Employee Stock Ownership Plan side-by-side with 3 peers →

Rose International Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Missouri, the nearest ESOP by assets is J & G Electric Employee Stock Ownership Plan in NM ($4M); by covered participants it is Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan in IN (99 participants). Same-state nearby plans are listed separately above.

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 Rose International Employee Stock Ownership Plan assets move in 2024? ▼
Rose International Employee Stock Ownership Plan declined sharply - down 16.0% during 2024, from $5M to $4M. Reported net income was -$739K.
How have Rose International, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rose International, Inc.'s sponsor-wide assets grew 19.5%, from $51M to $61M.
Which ESOP plans are similar in size to Rose International Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is J & G Electric Employee Stock Ownership Plan in NM ($4M, 52 participants).
Which ESOP plans cover a similar participant headcount to Rose International Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Keller, Schroeder & Associates, Inc. Employee Stock Ownership Plan in IN (99 participants, $38M 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 431634470.

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.