401(k) · DOL Form 5500 · 2024

The Rosewood Corporation 401(k) Plan

Data updated 2026-08-25

$79M
Total assets Below avg plan size
244
Participants Below avg headcount
89th
Percentile by assets National rank
$325,328
Avg per participant High balance/head
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Official DOL plan name: Rosewood 401(k) Plan · Sponsored by The Rosewood Corporation · Texas · Finance & Insurance

$79M in assets, 244 participants

The Rosewood Corporation's Rosewood 401(k) Plan reported $79M in total assets and 244 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,047 in Finance & Insurance (8,549 peers)

Coverage in Texas

Rosewood 401(k) Plan covers 244 participants in Texas, about 35% of the average Texas filer (state average ~688 per filing). Assets: $79M.

#7,047
in Finance & Insurance (8,549 peers)
+19.3%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Rosewood 401(k) Plan's outsized position by total assets

Rosewood 401(k) Plan vs every filed plan by assets

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

$79,380,095 Top 11% higher than 89% 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 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. Rosewood 401(k) Plan sits mid-pack in the medium band (244 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rosewood 401(k) Plan reported net income rose from $4M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Rosewood 401(k) Plan end-of-year assets rose from $67M in the plan year 2023 filing to $79M in the plan year 2024 filing.
  • Rosewood 401(k) Plan reported participants rose from 239 in the plan year 2023 filing to 244 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 751997613 · The Rosewood Corporation PY 2024 · 401(k)

Rosewood 401(k) Plan · $79M · 244 · 89th

  • EOY $79M
  • EOY 244
  • EOY 89th
  • EOY 401(k)
  • EOY near Preferred Primary Care Physicians, Inc. 401(k) Profit Sharing Plan
  • EOY ind #7047

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 Texas →

Rosewood 401(k) Plan in the asset neighbourhood

Power Design, Inc. Retirement PlanPower Design, Inc. Retiremen…$79MCovenant Transportation Group 401(k) & Profit Sharing PlanCovenant Transportation Grou…$79MPreferred Primary Care Physicians, Inc. 401(k) Profit Sharing PlanPreferred Primary Care Physi…$79MDilworth Paxson LLP 401(k) Savings PlanDilworth Paxson LLP 401(k) S…$79MRosewood 401(k) Plan$79M
End-of-year total assets ($M) among Rosewood 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$79M
Net Income$13M
Employer EIN751997613
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Rosewood Corporation)

Sponsor-wide plan assets over time

All The Rosewood Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$79M 27.529146311309006% vs 2022
2024 filing year
$60M$70M$80M$90M 202220232024 $62.2M $79.4M ▲ +27.5%
Year Plans Participants Total Assets
2022 1 230 $62M
2023 1 239 $67M
2024 1 244 $79M

Nearby 401(k) Plans in Texas

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

Rosewood 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Rosewood 401(k) Plan, Total assets ($B): 0.079380095 · Participants: 244Rosewood 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
Rosewood 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Rosewood 401(k) Plan side-by-side with 3 peers →

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

Outside Texas, the nearest 401(k) by assets is Preferred Primary Care Physicians, Inc. 401(k) Profit Sharing Plan in PA ($79M); by covered participants it is Cansortium Holdings 401(k) Plan in FL (244 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (244 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 401(k) Plan assets move in 2024? ▼
Rosewood 401(k) Plan grew sharply - up 19.3% during 2024, from $67M to $79M. Reported net income was $13M.
How have The Rosewood Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Rosewood Corporation's sponsor-wide assets grew 27.5%, from $62M to $79M.
Where does Rosewood 401(k) Plan rank by assets among Form 5500 filers? ▼
Rosewood 401(k) Plan ranks in the 89th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Rosewood 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Preferred Primary Care Physicians, Inc. 401(k) Profit Sharing Plan in PA ($79M, 365 participants).
Which 401(k) plans cover a similar participant headcount to Rosewood 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cansortium Holdings 401(k) Plan in FL (244 participants, $165K 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 751997613.

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.