401(k) · DOL Form 5500 · 2022

Rogers & Tenbrook, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
32
Participants Small participant base
53rd
Percentile by assets National rank
$179,668
Avg per participant Above avg balance/head
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Official DOL plan name: Rogers & Tenbrook, Inc. 401(k) Plan · Sponsored by Rogers & Tenbrook, Inc. · New York · Wholesale Trade

$6M in assets, 32 participants

Rogers & Tenbrook, Inc.'s Rogers & Tenbrook, Inc. 401(k) Plan reported $6M in total assets and 32 participants in its 2022 DOL Form 5500 filing, ranking in the 53rd 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.

  • #2,863 in Wholesale Trade (6,843 peers)

Rogers & Tenbrook, Inc. multi-year trail

Rogers & Tenbrook, Inc.'s plans moved +32.6% in assets from 2022 to 2024; this filing shows Rogers & Tenbrook, Inc. 401(k) Plan at $6M / 32 participants.

#2,863
in Wholesale Trade (6,843 peers)
-12.1%
assets change YoY

The plan reported a net loss of $788K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rogers & Tenbrook, Inc. 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Rogers & Tenbrook, Inc. 401(k) Plan vs every filed plan by assets

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

$5,749,360 Top 47% higher than 53% 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

Rogers & Tenbrook, Inc. 401(k) 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. Rogers & Tenbrook, Inc. 401(k) Plan is a small filing (32 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 161246036 · Rogers & Tenbrook, Inc. PY 2022 · 401(k)

Rogers & Tenbrook, Inc. 401(k) Plan · $6M · 32 · 53rd

  • PART $6M
  • PART 32
  • PART 53rd
  • PART 401(k)
  • PART near Oak Tree Software, Inc. 401(k) Plan
  • PART ind #2863

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 Wholesale Trade retirement plans → · Plans in New York →

Rogers & Tenbrook, Inc. 401(k) Plan in the asset neighbourhood

Rogers & Tenbrook, Inc. 401(k) PlanRogers & Tenbrook, Inc. 401(…$6MOak Tree Software, Inc. 401(k) PlanOak Tree Software, Inc. 401(…$6MThe City National Bank, Taylor 401(k) PlanThe City National Bank, Tayl…$6MHonda of San Marcos 401(k) PlanHonda of San Marcos 401(k) P…$6MDudley & Lake, LLC Profit Sharing PlanDudley & Lake, LLC Profit Sh…$6M
End-of-year total assets ($M) among Rogers & Tenbrook, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Rogers & Tenbrook, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$8M 32.571399251394936% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.75M $7.62M ▲ +32.5%
Year Plans Participants Total Assets
2022 1 32 $6M
2023 1 31 $7M
2024 1 32 $8M

Rogers & Tenbrook, Inc. filing trail (2022)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$6M
Net Income-$788K
Employer EIN161246036
Plan Effective Date1986-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Rogers & Tenbrook, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Rogers & Tenbrook, Inc. 401(k) Plan, Total assets ($B): 0.00574936 · Participants: 32Rogers & Tenbrook, Inc. 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Rogers & Tenbrook, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

Rogers & Tenbrook, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Oak Tree Software, Inc. 401(k) Plan in OK ($6M); by covered participants it is Lone Peak Anesthesia, Lc 401(k) Profit Sharing Plan in UT (32 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (32 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 Rogers & Tenbrook, Inc. 401(k) Plan assets move in 2022?
Rogers & Tenbrook, Inc. 401(k) Plan pulled back noticeably - down 12.1% during 2022, from $7M to $6M. Reported net income was -$788K.
How have Rogers & Tenbrook, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Rogers & Tenbrook, Inc.'s sponsor-wide assets grew 32.6%, from $6M to $8M.
Which 401(k) plans are similar in size to Rogers & Tenbrook, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Oak Tree Software, Inc. 401(k) Plan in OK ($6M, 84 participants).
Which 401(k) plans cover a similar participant headcount to Rogers & Tenbrook, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Lone Peak Anesthesia, Lc 401(k) Profit Sharing Plan in UT (32 participants, N/A in assets).