401(k) · DOL Form 5500 · 2024

Rosegate Funding Corporation 401(k) Plan

Data updated 2026-08-25

$415K
Total assets Small plan by assets
2
Participants Small participant base
16th
Percentile by assets National rank
$207,673
Avg per participant Above avg balance/head
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Official DOL plan name: Rosegate Funding Corporation · Sponsored by Rosegate Funding Corporation · Texas · Real Estate

$415K in assets, 2 participants

Rosegate Funding Corporation's Rosegate Funding Corporation reported $415K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,246 in Real Estate (4,605 peers)

Rosegate Funding Corporation multi-year trail

Rosegate Funding Corporation's plans moved +18.7% in assets from 2022 to 2024; this filing shows Rosegate Funding Corporation at $415K / 2 participants.

#1,246
in Real Estate (4,605 peers)
+9.6%
assets growth YoY

Rosegate Funding Corporation among the smaller filed plans by assets

Rosegate Funding Corporation vs every filed plan by assets

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

$415,346 16th percentile higher than 16% 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

Rosegate Funding Corporation among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rosegate Funding Corporation is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rosegate Funding Corporation reported net income rose from $29K in the plan year 2023 filing to $36K in the plan year 2024 filing.
  • Rosegate Funding Corporation end-of-year assets rose from $379K in the plan year 2023 filing to $415K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 453589077 · Rosegate Funding Corporation PY 2024 · 401(k)

Rosegate Funding Corporation · $415K · 2 · 16th

  • PCT $415K
  • EIN 2
  • RANK 16th
  • PHOTO 401(k)
  • IND near C4 Development Group Inc. 401(k) Plan
  • EOY ind #1246

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 Texas →

Rosegate Funding Corporation in the asset neighbourhood

Rosegate Funding Corporation$415KC4 Development Group Inc. 401(k) PlanC4 Development Group Inc. 40…$415KMcif 401(k)$415KAmerican Dent Removal Inc Indv 401-KAmerican Dent Removal Inc In…$415KAkvalley Care Co. 401(k) Plan$415K
End-of-year total assets ($M) among Rosegate Funding Corporation and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Rosegate Funding Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Rosegate Funding Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$415K 18.693346135820672% vs 2022
2024 filing year
$0.3M$0.35M$0.4M$0.45M 202220232024 $0.35M $0.42M ▲ +20.0%
Year Plans Participants Total Assets
2022 1 2 $350K
2023 1 2 $379K
2024 1 2 $415K

Rosegate Funding Corporation filing trail (2024)

Total Assets (Beginning of Year)$379K
Net Assets (End of Year)$415K
Net Income$36K
Employer EIN453589077
Plan Effective Date2011-10-12
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Rosegate Funding Corporation vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Rosegate Funding Corporation, Total assets ($B): 0.000415346 · Participants: 2Rosegate Funding CorporationAT&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
Rosegate Funding Corporation vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Rosegate Funding Corporation side-by-side with 3 peers →

Rosegate Funding Corporation's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is C4 Development Group Inc. 401(k) Plan in NC ($415K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($415K here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Rosegate Funding Corporation assets move in 2024? ▼
Rosegate Funding Corporation grew at a solid clip - up 9.6% during 2024, from $379K to $415K. Reported net income was $36K.
How have Rosegate Funding Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rosegate Funding Corporation's sponsor-wide assets grew 18.7%, from $350K to $415K.
Where does Rosegate Funding Corporation rank by assets among Form 5500 filers? ▼
Rosegate Funding Corporation ranks in the 16th 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 Rosegate Funding Corporation? ▼
Among 401(k) plans in other states, the closest by assets is C4 Development Group Inc. 401(k) Plan in NC ($415K, N/A participants).
Which 401(k) plans cover a similar participant headcount to Rosegate Funding Corporation? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 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 453589077.

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.