401(k) · DOL Form 5500 · 2024

The Rose 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
124
Participants Small participant base
38th
Percentile by assets National rank
$32,534
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Rose 401(k) Plan · Sponsored by The Rose · Texas · Healthcare & Social Assistance

$4M in assets, 124 participants

The Rose's The Rose 401(k) Plan reported $4M in total assets and 124 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #6,785 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

The Rose 401(k) Plan covers 124 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $4M.

#6,785
in Healthcare & Social Assistance (16,916 peers)
+12.0%
assets growth YoY

The Rose 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

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

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

$4,034,167 38th percentile higher than 38% 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

The Rose 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. The Rose 401(k) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • The Rose 401(k) Plan reported net income rose from -$147K in the plan year 2022 filing to $416K in the plan year 2024 filing.
  • The Rose 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2024 filing.
  • The Rose 401(k) Plan reported participants rose from 110 in the plan year 2022 filing to 124 in the plan year 2024 filing.

See the national 2022→2024 release diff →

EBSA filing schedule strip

Filing strip 760193812 · The Rose PY 2024 · 401(k)

The Rose 401(k) Plan · $4M · 124 · 38th

  • PCT $4M
  • EIN 124
  • RANK 38th
  • PHOTO 401(k)
  • IND near Loblolly, Inc. 401(k) Profit Sharing Plan
  • EOY ind #6785

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 Healthcare & Social Assistance retirement plans → · Plans in Texas →

The Rose 401(k) Plan in the asset neighbourhood

The Rose 401(k) Plan$4MLoblolly, Inc. 401(k) Profit Sharing PlanLoblolly, Inc. 401(k) Profit…$4MEdge Manufacturing Inc 401(k) PlanEdge Manufacturing Inc 401(k…$4MStrand Books, Inc. 401(k) PlanStrand Books, Inc. 401(k) Pl…$4MMaire & Deedon a Law Corporation 401(k) Profit Sharing PlanMaire & Deedon a Law Corpora…$4M
End-of-year total assets ($M) among The Rose 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$416K
Employer EIN760193812
Plan Effective Date2002-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Rose)

Sponsor-wide plan assets over time

All The Rose plans reported in each filing year

Latest sponsor-wide plan assets
$4M 36.51767769828677% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M$4.5M 20222024 $2.96M $4.03M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 110 $3M
2024 1 124 $4M

Nearby 401(k) Plans in Texas

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

The Rose 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants The Rose 401(k) Plan, Total assets ($B): 0.004034167 · Participants: 124The Rose 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
The Rose 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare The Rose 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Loblolly, Inc. 401(k) Profit Sharing Plan in FL ($4M); by covered participants it is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 The Rose 401(k) Plan assets move in 2024? ▼
The Rose 401(k) Plan grew at a solid clip - up 12.0% during 2024, from $4M to $4M. Reported net income was $416K.
How have The Rose plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), The Rose's sponsor-wide assets grew 36.5%, from $3M to $4M.
Which 401(k) plans are similar in size to The Rose 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Loblolly, Inc. 401(k) Profit Sharing Plan in FL ($4M, 108 participants).
Which 401(k) plans cover a similar participant headcount to The Rose 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is General Aviation Flying Services, Inc. 401(k) Plan in NJ (124 participants, N/A 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 760193812.

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.