401(k) · DOL Form 5500 · 2022

Linda Rogers & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$239K
Total assets Small plan by assets
18
Participants Small participant base
12th
Percentile by assets National rank
$13,285
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Linda Rogers & Associates Profit Sharing Plan · Sponsored by Linda Rogers & Associates, Inc. · California · Administrative & Support Services

$239K in assets, 18 participants

Linda Rogers & Associates, Inc.'s Linda Rogers & Associates Profit Sharing Plan reported $239K in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 12th 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.

  • #1,301 in Administrative & Support Services (4,927 peers)

Linda Rogers & Associates, Inc. multi-year trail

Linda Rogers & Associates, Inc.'s plans moved +27.9% in assets from 2022 to 2023; this filing shows Linda Rogers & Associates Profit Sharing Plan at $239K / 18 participants.

#1,301
in Administrative & Support Services (4,927 peers)
-72.4%
assets change YoY

The plan reported a net loss of $627K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Linda Rogers & Associates Profit Sharing Plan among the smaller filed plans by assets

Linda Rogers & Associates Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$239,122 12th percentile higher than 12% of 139,123 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 2022

Linda Rogers & Associates Profit Sharing Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Linda Rogers & Associates Profit Sharing Plan is a small filing (18 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 680445516 · Linda Rogers & Associates, Inc. PY 2022 · 401(k)

Linda Rogers & Associates Profit Sharing Plan · $239K · 18 · 12th

  • 5500 $239K
  • ASSETS 18
  • PCT 12th
  • EIN 401(k)
  • RANK near Hopereid, Inc. Retirement Plan
  • PHOTO ind #1301

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 Administrative & Support Services retirement plans → · Plans in California →

Linda Rogers & Associates Profit Sharing Plan in the asset neighbourhood

Linda Rogers & Associates Profit Sharing PlanLinda Rogers & Associates Pr…$239KHopereid, Inc. Retirement PlanHopereid, Inc. Retirement Pl…$239KTanglewood Homes Association, Inc. Profit Sharing PlanTanglewood Homes Association…$239KCalvillo's Investments Plan$239KKdc Home Health Care Services Corp 401(k) PlanKdc Home Health Care Service…$239K
End-of-year total assets ($M) among Linda Rogers & Associates Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Linda Rogers & Associates, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Linda Rogers & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$306K 27.854818879065917% vs 2022
2023 filing year
$0.2M$0.25M$0.3M$0.35M 20222023 $0.24M $0.31M ▲ +29.2%
Year Plans Participants Total Assets
2022 1 18 $239K
2023 1 16 $306K

Linda Rogers & Associates, Inc. filing trail (2022)

Total Assets (Beginning of Year)$866K
Net Assets (End of Year)$239K
Net Income-$627K
Employer EIN680445516
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Linda Rogers & Associates Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Linda Rogers & Associates Profit Sharing Plan, Total assets ($B): 0.000239122 · Participants: 18Linda Rogers & Associates Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Linda Rogers & Associates Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Linda Rogers & Associates Profit Sharing Plan side-by-side with 3 peers →

Linda Rogers & Associates Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hopereid, Inc. Retirement Plan in PA ($239K); by covered participants it is Paragon Health Services 401(k) Plan in LA (18 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($239K here).

Similar participant headcount

Nearest other-state filings by covered participants (18 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Linda Rogers & Associates Profit Sharing Plan assets move in 2022? ▼
Linda Rogers & Associates Profit Sharing Plan contracted severely - down 72.4% during 2022, from $866K to $239K. Reported net income was -$627K.
How have Linda Rogers & Associates, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Linda Rogers & Associates, Inc.'s sponsor-wide assets grew 27.9%, from $239K to $306K.
Where does Linda Rogers & Associates Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Linda Rogers & Associates Profit Sharing Plan ranks in the 12th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Linda Rogers & Associates Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hopereid, Inc. Retirement Plan in PA ($239K, 14 participants).
Which 401(k) plans cover a similar participant headcount to Linda Rogers & Associates Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Paragon Health Services 401(k) Plan in LA (18 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 680445516.

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.