401(k) · DOL Form 5500 · 2024

Roseland Management, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
259
Participants Below avg headcount
43rd
Percentile by assets National rank
$20,607
Avg per participant Low balance/head
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Official DOL plan name: Roseland Management 401(k) Plan · Sponsored by Roseland Management, LLC · Texas · Healthcare & Social Assistance

$5M in assets, 259 participants

Roseland Management, LLC's Roseland Management 401(k) Plan reported $5M in total assets and 259 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #7,856 in Healthcare & Social Assistance (16,916 peers)

Coverage in Texas

Roseland Management 401(k) Plan covers 259 participants in Texas, about 38% of the average Texas filer (state average ~688 per filing). Assets: $5M.

#7,856
in Healthcare & Social Assistance (16,916 peers)
-0.2%
assets change YoY

The plan reported a net loss of $10K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Roseland Management 401(k) Plan vs every filed plan by assets

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

$5,337,201 43rd percentile higher than 43% 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

Roseland Management 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. Roseland Management 401(k) Plan sits mid-pack in the medium band (259 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roseland Management 401(k) Plan reported net income rose from -$445K in the plan year 2023 filing to -$10K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 901018952 · Roseland Management, LLC PY 2024 · 401(k)

Roseland Management 401(k) Plan · $5M · 259 · 43rd

  • EOY $5M
  • EOY 259
  • EOY 43rd
  • EOY 401(k)
  • EOY near Mac Holdings, Inc. 401(k) Plan
  • EOY ind #7856

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 →

Roseland Management 401(k) Plan in the asset neighbourhood

Roseland Management 401(k) PlanRoseland Management 401(k) P…$5MMac Holdings, Inc. 401(k) PlanMac Holdings, Inc. 401(k) Pl…$5MAeci Charter Schools Network 401(k) PlanAeci Charter Schools Network…$5MB. Frank Joy, LLC Retirement Retirement PlanB. Frank Joy, LLC Retirement…$5MSignature Wealth Management Gr 401(k) Profit Sharing Plan & TrustSignature Wealth Management …$5M
End-of-year total assets ($M) among Roseland Management 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income-$10K
Employer EIN901018952
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roseland Management, LLC)

Sponsor-wide plan assets over time

All Roseland Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$5M 7.85752205285088% vs 2022
2024 filing year
$5.2M$5.4M$5.6M$5.8M$6M 202220232024 $5.79M $5.34M ▼ -7.8%
Year Plans Participants Total Assets
2022 1 263 $6M
2023 1 260 $5M
2024 1 259 $5M

Nearby 401(k) Plans in Texas

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

Roseland Management 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Roseland Management 401(k) Plan, Total assets ($B): 0.005337201 · Participants: 259Roseland Management 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
Roseland Management 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants

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

Outside Texas, the nearest 401(k) by assets is Mac Holdings, Inc. 401(k) Plan in AR ($5M); by covered participants it is The Tustin Group 401(k) Retirement in PA (259 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (259 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 Roseland Management 401(k) Plan assets move in 2024?
Roseland Management 401(k) Plan held essentially flat - down 0.2% during 2024, from $5M to $5M. Reported net income was -$10K.
How have Roseland Management, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Roseland Management, LLC's sponsor-wide assets declined 7.9%, from $6M to $5M.
Which 401(k) plans are similar in size to Roseland Management 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Mac Holdings, Inc. 401(k) Plan in AR ($5M, 70 participants).
Which 401(k) plans cover a similar participant headcount to Roseland Management 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is The Tustin Group 401(k) Retirement in PA (259 participants, N/A in assets).