Profit Sharing · DOL Form 5500 · 2022
James E. Rodgers and Company, P.C. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $103,265
- Avg per participant Below avg balance/head
Official DOL plan name: James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust · Sponsored by James E. Rodgers and Company, P.C. · Texas · Professional & Technical Services
$1M in assets, 10 participants
James E. Rodgers and Company, P.C.'s James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust reported $1M in total assets and 10 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.
- #4,638 in Professional & Technical Services (21,562 peers)
James E. Rodgers and Company, P.C. multi-year trail
James E. Rodgers and Company, P.C.'s plans moved +26.6% in assets from 2022 to 2024; this filing shows James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust at $1M / 10 participants.
- #4,638
- in Professional & Technical Services (21,562 peers)
- -15.1%
- assets change YoY
The plan reported a net loss of $184K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust among the smaller filed plans by assets
James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,032,648 25th percentile higher than 25% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust is a micro filing (10 participants), the leftmost band.
EBSA filing schedule strip
Filing strip 751540745 · James E. Rodgers and Company, P.C. PY 2022 · Profit Sharing
James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust · $1M · 10 · 25th
- 5500 $1M
- 5500 10
- 5500 25th
- 5500 Profit Sharing
- 5500 near Bloxcart Hospitality Group Retirement Plan
- 5500 ind #4638
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 Professional & Technical Services retirement plans → · Plans in Texas →
James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust in the asset neighbourhood
James E. Rodgers and Company, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All James E. Rodgers and Company, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 26.612843873226886% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $1M |
| 2023 | 1 | 10 | $1M |
| 2024 | 1 | 9 | $1M |
James E. Rodgers and Company, P.C. filing trail (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$184K |
| Employer EIN | 751540745 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.3B · 60,454
- Baylor College of Medicine Retirement Plan $1.4B · 9,875
- H-E-B Partner Stock Plan $1.0B · 71,666
- The Defined Contribution Plan of the Methodist Hospital $752M · 27,959
- Maritime Association - I.L.a. Retirement Fund $743M · 3,941
James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Bloxcart Hospitality Group Retirement Plan in CA ($1M); by covered participants it is Khenricks Inc. Retirement Plan in MN (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Khenricks Inc. Retirement Plan (MN) 10 · 0 off
- Group One, Inc. Profit Sharing Plan (ID) 10 · 0 off
- Classic Tile, Inc. Profit Sharing Plan (NJ) 10 · 0 off
- Miller Enterprises of Sc Inc. Retirement Plan (SC) 10 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.