The Rosewood Inititative
Plan context: The Rosewood Inititative 401(K) Plan
EIN 27-3823320 • Portland, OR • 6 filings • 2 plans
Current Snapshot
Latest Year
2025
2025 Participants
13
2025 Assets
$96,587
2025 Contributions
$34,916
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2025 | 1 | 13 | $96,587 | $34,916 | $2,686iApproximate average salary by contribution assumption: employee only about $67,146 at 4% or $44,764 at 6%; with 50% employer match about $44,764 at 4% or $29,843 at 6%; with 100% employer match about $33,573 at 4% or $22,382 at 6%. |
| The Rosewood Inititative 401(K) Plan | - | 13 | $96,587 | $34,916 | $2,686iApproximate average salary by contribution assumption: employee only about $67,146 at 4% or $44,764 at 6%; with 50% employer match about $44,764 at 4% or $29,843 at 6%; with 100% employer match about $33,573 at 4% or $22,382 at 6%. |
| 2024 | 1 | 13 | $49,760 | $20,705 | $1,593iApproximate average salary by contribution assumption: employee only about $39,817 at 4% or $26,545 at 6%; with 50% employer match about $26,545 at 4% or $17,697 at 6%; with 100% employer match about $19,909 at 4% or $13,272 at 6%. |
| The Rosewood Inititative 401(K) Plan | - | 13 | $49,760 | $20,705 | $1,593iApproximate average salary by contribution assumption: employee only about $39,817 at 4% or $26,545 at 6%; with 50% employer match about $26,545 at 4% or $17,697 at 6%; with 100% employer match about $19,909 at 4% or $13,272 at 6%. |
| 2023 | 1 | 11 | $24,969 | $13,882 | $1,262iApproximate average salary by contribution assumption: employee only about $31,550 at 4% or $21,033 at 6%; with 50% employer match about $21,033 at 4% or $14,022 at 6%; with 100% employer match about $15,775 at 4% or $10,517 at 6%. |
| The Rosewood Inititative 401(K) Plan | - | 11 | $24,969 | $13,882 | $1,262iApproximate average salary by contribution assumption: employee only about $31,550 at 4% or $21,033 at 6%; with 50% employer match about $21,033 at 4% or $14,022 at 6%; with 100% employer match about $15,775 at 4% or $10,517 at 6%. |
| 2022 | 2 | 9 | $8,311 | $8,596 | $955iApproximate average salary by contribution assumption: employee only about $23,878 at 4% or $15,919 at 6%; with 50% employer match about $15,919 at 4% or $10,612 at 6%; with 100% employer match about $11,939 at 4% or $7,959 at 6%. |
| The Rosewood Inititative 401(K) Plan | - | 9 | $8,311 | $8,596 | $955iApproximate average salary by contribution assumption: employee only about $23,878 at 4% or $15,919 at 6%; with 50% employer match about $15,919 at 4% or $10,612 at 6%; with 100% employer match about $11,939 at 4% or $7,959 at 6%. |
| THE ROSEWOOD INITIATIVE 403(B) RETIREMENT PLAN | - | 0 | $0 | - | - |
| 2021 | 1 | 2 | $5,509 | $5,454 | $2,727iApproximate average salary by contribution assumption: employee only about $68,175 at 4% or $45,450 at 6%; with 50% employer match about $45,450 at 4% or $30,300 at 6%; with 100% employer match about $34,088 at 4% or $22,725 at 6%. |
| THE ROSEWOOD INITIATIVE 403(B) RETIREMENT PLAN | - | 2 | $5,509 | $5,454 | $2,727iApproximate average salary by contribution assumption: employee only about $68,175 at 4% or $45,450 at 6%; with 50% employer match about $45,450 at 4% or $30,300 at 6%; with 100% employer match about $34,088 at 4% or $22,725 at 6%. |