401(k) · DOL Form 5500 · 2024

Rosewood Corporate Investments, 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
170
Participants Small participant base
33rd
Percentile by assets National rank
$16,146
Avg per participant Low balance/head
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Official DOL plan name: Rosewood Family of Companies 401(k) Retirement Plan · Sponsored by Rosewood Corporate Investments, · North Carolina · Healthcare & Social Assistance

$3M in assets, 170 participants

Rosewood Corporate Investments,'s Rosewood Family of Companies 401(k) Retirement Plan reported $3M in total assets and 170 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,538 in Healthcare & Social Assistance (16,916 peers)

Coverage in North Carolina

Rosewood Family of Companies 401(k) Retirement Plan covers 170 participants in North Carolina, about 21% of the average North Carolina filer (state average ~819 per filing). Assets: $3M.

#5,538
in Healthcare & Social Assistance (16,916 peers)
+22.9%
assets growth YoY

Rosewood Family of Companies 401(k) Retirement Plan among the smaller filed plans by assets

Rosewood Family of Companies 401(k) Retirement Plan vs every filed plan by assets

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

$2,744,762 33rd percentile higher than 33% 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

Rosewood Family of Companies 401(k) Retirement 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. Rosewood Family of Companies 401(k) Retirement Plan sits mid-pack in the medium band (170 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Rosewood Family of Companies 401(k) Retirement Plan reported net income rose from $239K in the plan year 2022 filing to $511K in the plan year 2024 filing.
  • Rosewood Family of Companies 401(k) Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2024 filing.
  • Rosewood Family of Companies 401(k) Retirement Plan reported participants fell from 305 in the plan year 2022 filing to 170 in the plan year 2024 filing.

See the national 2022→2024 release diff →

DOL schedule card

Filing strip 262911313 · Rosewood Corporate Investments, PY 2024 · 401(k)

Rosewood Family of Companies 401(k) Retirement Plan · $3M · 170 · 33rd

  • VS-ST $3M
  • BOY 170
  • SCH 33rd
  • EBSA 401(k)
  • PART near Far West Services, LLC 401(k) Plan
  • TYPE ind #5538

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 North Carolina →

Rosewood Family of Companies 401(k) Retirement Plan in the asset neighbourhood

Rosewood Family of Companies 401(k) Retirement PlanRosewood Family of Companies…$3MFar West Services, LLC 401(k) PlanFar West Services, LLC 401(k…$3MHoffman & Associates Building Corporation Retirement Savings PlanHoffman & Associates Buildin…$3MOur 401(k) Plan$3MNational Litigation Law Group 401(k) PlanNational Litigation Law Grou…$3M
End-of-year total assets ($M) among Rosewood Family of Companies 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Carolina filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$511K
Employer EIN262911313
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rosewood Corporate Investments,)

Sponsor-wide plan assets over time

All Rosewood Corporate Investments, plans reported in each filing year

Latest sponsor-wide plan assets
$3M 70.88821011920253% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 20222024 $1.61M $2.74M ▲ +70.2%
Year Plans Participants Total Assets
2022 1 305 $2M
2024 1 170 $3M

Nearby 401(k) Plans in North Carolina

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

Rosewood Family of Companies 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Rosewood Family of Companies 401(k) Retirement Plan, Total assets ($B): 0.002744762 · Participants: 170Rosewood Family of Companies 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Rosewood Family of Companies 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Rosewood Family of Companies 401(k) Retirement Plan side-by-side with 3 peers →

Rosewood Family of Companies 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Far West Services, LLC 401(k) Plan in CA ($3M); by covered participants it is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (170 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 Rosewood Family of Companies 401(k) Retirement Plan assets move in 2024? ▼
Rosewood Family of Companies 401(k) Retirement Plan grew sharply - up 22.9% during 2024, from $2M to $3M. Reported net income was $511K.
How have Rosewood Corporate Investments, plan assets changed over time? ▼
Across 2 plan years on file (2022-2024), Rosewood Corporate Investments,'s sponsor-wide assets grew 70.9%, from $2M to $3M.
Which 401(k) plans are similar in size to Rosewood Family of Companies 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Far West Services, LLC 401(k) Plan in CA ($3M, 2,746 participants).
Which 401(k) plans cover a similar participant headcount to Rosewood Family of Companies 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cgt U.S. Limited/Textileather Corporation 401(k) Profit Sharing Plan in TX (170 participants, $1M 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 262911313.

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.