401(k) · DOL Form 5500 · 2024

H. T. Rose Enterprises, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
270
Participants Below avg headcount
58th
Percentile by assets National rank
$40,597
Avg per participant Low balance/head
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Official DOL plan name: Rose Casual Dining 401(k) Retirement Savings Plan · Sponsored by H. T. Rose Enterprises, Inc. · Pennsylvania · Food Services & Accommodation

$11M in assets, 270 participants

H. T. Rose Enterprises, Inc.'s Rose Casual Dining 401(k) Retirement Savings Plan reported $11M in total assets and 270 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,148 in Food Services & Accommodation (3,672 peers)

Coverage in Pennsylvania

Rose Casual Dining 401(k) Retirement Savings Plan covers 270 participants in Pennsylvania, about 33% of the average Pennsylvania filer (state average ~822 per filing). Assets: $11M.

#3,148
in Food Services & Accommodation (3,672 peers)
+14.2%
assets growth YoY

Rose Casual Dining 401(k) Retirement Savings Plan's mid-pack asset rank among Food Services & Accommodation and all filers

Rose Casual Dining 401(k) Retirement Savings Plan vs every filed plan by assets

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

$10,961,197 Top 42% higher than 58% 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 Casual Dining 401(k) Retirement Savings 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 Casual Dining 401(k) Retirement Savings Plan sits mid-pack in the medium band (270 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rose Casual Dining 401(k) Retirement Savings Plan reported participants rose from 236 in the plan year 2023 filing to 270 in the plan year 2024 filing.
  • Rose Casual Dining 401(k) Retirement Savings Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 232360799 · H. T. Rose Enterprises, Inc. PY 2024 · 401(k)

Rose Casual Dining 401(k) Retirement Savings Plan · $11M · 270 · 58th

  • PHOTO $11M
  • PHOTO 270
  • PHOTO 58th
  • PHOTO 401(k)
  • PHOTO near Bessemer Securities Corporation 401(k) and Profit-Sharing Plan
  • PHOTO ind #3148

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 Food Services & Accommodation retirement plans → · Plans in Pennsylvania →

Rose Casual Dining 401(k) Retirement Savings Plan in the asset neighbourhood

Rose Casual Dining 401(k) Retirement Savings PlanRose Casual Dining 401(k) Re…$11MBessemer Securities Corporation 401(k) and Profit-Sharing PlanBessemer Securities Corporat…$11MCommercial West Brokerage, Inc. 401(k) Profit Sharing PlanCommercial West Brokerage, I…$11MGuntin & Gust, PLC 401(k) PlanGuntin & Gust, PLC 401(k) Pl…$11MElectronics Research, Inc. Profit Sharing PlanElectronics Research, Inc. P…$11M
End-of-year total assets ($M) among Rose Casual Dining 401(k) Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN232360799
Plan Effective Date1997-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (H. T. Rose Enterprises, Inc.)

Sponsor-wide plan assets over time

All H. T. Rose Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 33.03941226304943% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $8.24M $11M ▲ +33.0%
Year Plans Participants Total Assets
2022 1 237 $8M
2023 1 236 $10M
2024 1 270 $11M

Nearby 401(k) Plans in Pennsylvania

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

Rose Casual Dining 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Rose Casual Dining 401(k) Retirement Savings Plan, Total assets ($B): 0.010961197 · Participants: 270Rose Casual Dining 401(k) Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Rose Casual Dining 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Rose Casual Dining 401(k) Retirement Savings Plan side-by-side with 3 peers →

Rose Casual Dining 401(k) Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Bessemer Securities Corporation 401(k) and Profit-Sharing Plan in NJ ($11M); by covered participants it is Frac Shack America 401(k) Retirement Plan in CO (270 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (270 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 Casual Dining 401(k) Retirement Savings Plan assets move in 2024? ▼
Rose Casual Dining 401(k) Retirement Savings Plan grew at a solid clip - up 14.2% during 2024, from $10M to $11M. Reported net income was $1M.
How have H. T. Rose Enterprises, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), H. T. Rose Enterprises, Inc.'s sponsor-wide assets grew 33.0%, from $8M to $11M.
Which 401(k) plans are similar in size to Rose Casual Dining 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bessemer Securities Corporation 401(k) and Profit-Sharing Plan in NJ ($11M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Rose Casual Dining 401(k) Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Frac Shack America 401(k) Retirement Plan in CO (270 participants, $648K 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 232360799.

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.