401(k) · DOL Form 5500 · 2024

Rose Companies Employer, LLC 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
401
Participants Below avg headcount
80th
Percentile by assets National rank
$89,922
Avg per participant Below avg balance/head
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Official DOL plan name: Rose Companies Employer 401(k) Plan · Sponsored by Rose Companies Employer, LLC · Ohio · Real Estate

$36M in assets, 401 participants

Rose Companies Employer, LLC's Rose Companies Employer 401(k) Plan reported $36M in total assets and 401 participants in its 2024 DOL Form 5500 filing, ranking in the 80th 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.

  • #4,194 in Real Estate (4,605 peers)

Where Rose Companies Employer 401(k) Plan sits by assets

Rose Companies Employer 401(k) Plan sits in the top quartile of all filed plans by assets, $36M for 401 participants (~$89,922/participant), down 2.3% in 2024.

#4,194
in Real Estate (4,605 peers)
-2.3%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $860K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rose Companies Employer 401(k) Plan's outsized position by total assets

Rose Companies Employer 401(k) Plan vs every filed plan by assets

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

$36,058,752 Top 20% higher than 80% 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 Companies Employer 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rose Companies Employer 401(k) Plan sits mid-pack in the medium band (401 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rose Companies Employer 401(k) Plan reported net income fell from $7M in the plan year 2023 filing to -$860K in the plan year 2024 filing.
  • Rose Companies Employer 401(k) Plan reported participants fell from 461 in the plan year 2023 filing to 401 in the plan year 2024 filing.
  • Rose Companies Employer 401(k) Plan end-of-year assets fell from $37M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 813982831 · Rose Companies Employer, LLC PY 2024 · 401(k)

Rose Companies Employer 401(k) Plan · $36M · 401 · 80th

  • NET $36M
  • BOOK 401
  • VS-ST 80th
  • BOY 401(k)
  • SCH near Manke Lumber Company, Inc. Profit Sharing Plan
  • EBSA ind #4194

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 Real Estate retirement plans → · Plans in Ohio →

Rose Companies Employer 401(k) Plan in the asset neighbourhood

Rose Companies Employer 401(k) PlanRose Companies Employer 401(…$36MManke Lumber Company, Inc. Profit Sharing PlanManke Lumber Company, Inc. P…$36MIn-Depth Engineering Retirement PlanIn-Depth Engineering Retirem…$36MAdams and Associates 401(k) Savings PlanAdams and Associates 401(k) …$36MChasedesign, LLC 401(k) Plan$36M
End-of-year total assets ($M) among Rose Companies Employer 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$36M
Net Income-$860K
Employer EIN813982831
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rose Companies Employer, LLC)

Sponsor-wide plan assets over time

All Rose Companies Employer, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$36M 15.9792556556559% vs 2022
2024 filing year
$30M$32M$34M$36M$38M 202220232024 $31.1M $36.1M ▲ +16.0%
Year Plans Participants Total Assets
2022 1 425 $31M
2023 1 461 $37M
2024 1 401 $36M

Nearby 401(k) Plans in Ohio

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

Rose Companies Employer 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Rose Companies Employer 401(k) Plan, Total assets ($B): 0.036058752 · Participants: 401Rose Companies Employer 401(k) PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Rose Companies Employer 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Rose Companies Employer 401(k) Plan side-by-side with 3 peers →

Rose Companies Employer 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Manke Lumber Company, Inc. Profit Sharing Plan in WA ($36M); by covered participants it is Kiel Center 401(k) Plan in MO (401 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (401 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 Rose Companies Employer 401(k) Plan assets move in 2024? ▼
Rose Companies Employer 401(k) Plan edged down modestly - down 2.3% during 2024, from $37M to $36M. Reported net income was -$860K.
How have Rose Companies Employer, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rose Companies Employer, LLC's sponsor-wide assets grew 16.0%, from $31M to $36M.
Where does Rose Companies Employer 401(k) Plan rank by assets among Form 5500 filers? ▼
Rose Companies Employer 401(k) Plan ranks in the 80th 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 Rose Companies Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Manke Lumber Company, Inc. Profit Sharing Plan in WA ($36M, 336 participants).
Which 401(k) plans cover a similar participant headcount to Rose Companies Employer 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kiel Center 401(k) Plan in MO (401 participants, $24M 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 813982831.

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.