401(k) · DOL Form 5500 · 2024

S Rose LLC 401(k) Plan

Data updated 2026-08-25

$84K
Total assets Small plan by assets
3
Participants Small participant base
5th
Percentile by assets National rank
$28,128
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Art of Wealth Management 401(k) Plan · Sponsored by S Rose LLC · Nevada · Finance & Insurance

$84K in assets, 3 participants

S Rose LLC's Art of Wealth Management 401(k) Plan reported $84K in total assets and 3 participants in its 2024 DOL Form 5500 filing, ranking in the 5th 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.

  • #258 in Finance & Insurance (8,549 peers)

S Rose LLC multi-year trail

S Rose LLC's plans moved +47.8% in assets from 2023 to 2024; this filing shows Art of Wealth Management 401(k) Plan at $84K / 3 participants.

#258
in Finance & Insurance (8,549 peers)
+47.8%
assets growth YoY

Art of Wealth Management 401(k) Plan among the smaller filed plans by assets

Art of Wealth Management 401(k) Plan vs every filed plan by assets

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

$84,384 5th percentile higher than 5% 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

Art of Wealth Management 401(k) Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Art of Wealth Management 401(k) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Art of Wealth Management 401(k) Plan reported net income fell from $57K in the plan year 2023 filing to $27K in the plan year 2024 filing.
  • Art of Wealth Management 401(k) Plan end-of-year assets rose from $57K in the plan year 2023 filing to $84K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 831904177 · S Rose LLC PY 2024 · 401(k)

Art of Wealth Management 401(k) Plan · $84K · 3 · 5th

  • RANK $84K
  • PHOTO 3
  • IND 5th
  • EOY 401(k)
  • 5500 near Style Transformation Inc. 401(k) Plan
  • ASSETS ind #258

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 Finance & Insurance retirement plans → · Plans in Nevada →

Art of Wealth Management 401(k) Plan in the asset neighbourhood

Art of Wealth Management 401(k) PlanArt of Wealth Management 401…$84KStyle Transformation Inc. 401(k) PlanStyle Transformation Inc. 40…$84KJmb Coaching, Inc. 401(k) Profit Sharing PlanJmb Coaching, Inc. 401(k) Pr…$84KIntrinsic Enterprises Inc 401(k) Union PlanIntrinsic Enterprises Inc 40…$84KBeabetter Food Company 401(k) PlanBeabetter Food Company 401(k…$84K
End-of-year total assets ($M) among Art of Wealth Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

S Rose LLC multi-year asset trail

Sponsor-wide plan assets over time

All S Rose LLC plans reported in each filing year

Latest sponsor-wide plan assets
$84K 47.808723068838674% vs 2023
2024 filing year
$0.05M$0.06M$0.07M$0.08M$0.09M 20232024 $0.06M $0.08M ▲ +33.3%
Year Plans Participants Total Assets
2023 1 N/A $57K
2024 1 3 $84K

S Rose LLC filing trail (2024)

Total Assets (Beginning of Year)$57K
Net Assets (End of Year)$84K
Net Income$27K
Employer EIN831904177
Plan Effective Date2023-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Nevada

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

Art of Wealth Management 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.522.5 Total assets ($B) Participants Art of Wealth Management 401(k) Plan, Total assets ($B): 0.000084384 · Participants: 3Art of Wealth Management 401(k) PlanThe Mgm Resorts 401(k) Savings Plan, Total assets ($B): 2.241956368 · Participants: 37719The Mgm Resorts 401(k) Savings PlanCaesars Entertainment, Inc 401(k) Plan, Total assets ($B): 1.939824866 · Participants: 46859Caesars Entertainment, Inc 401(k) PlanBarrick Retirement Plan, Total assets ($B): 1.341794728 · Participants: 7327Barrick Retirement PlanEighth District Electrical Pension Fund Annuity Plan, Total assets ($B): 1.127663414 · Participants: 21516Eighth District Electrical Pension Fund Annuity PlanNv Energy 401(k) Plan, Total assets ($B): 1.125514142 · Participants: 2669Nv Energy 401(k) Plan
Art of Wealth Management 401(k) Plan vs. nearby 401(k) plans in Nevada, assets vs. participants
Compare Art of Wealth Management 401(k) Plan side-by-side with 3 peers →

Art of Wealth Management 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nevada, the nearest 401(k) by assets is Style Transformation Inc. 401(k) Plan in NY ($84K); by covered participants it is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Art of Wealth Management 401(k) Plan assets move in 2024? ▼
Art of Wealth Management 401(k) Plan surged - up 47.8% during 2024, from $57K to $84K. Reported net income was $27K.
How have S Rose LLC plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), S Rose LLC's sponsor-wide assets grew 47.8%, from $57K to $84K.
Where does Art of Wealth Management 401(k) Plan rank by assets among Form 5500 filers? ▼
Art of Wealth Management 401(k) Plan ranks in the 5th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Art of Wealth Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Style Transformation Inc. 401(k) Plan in NY ($84K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Art of Wealth Management 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Herman Smith & Co Ltd 401(k) Profit Sharing Plan & Trust in TX (3 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 831904177.

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.