401(k) · DOL Form 5500 · 2022
Rogers Benefit Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $122M
- Total assets Near avg plan size
- 273
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $447,899
- Avg per participant High balance/head
Official DOL plan name: Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan · Sponsored by Rogers Benefit Group, Inc. · Arizona · Finance & Insurance
$122M in assets, 273 participants
Rogers Benefit Group, Inc.'s Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan reported $122M in total assets and 273 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.
- #8,321 in Finance & Insurance (9,261 peers)
Coverage in Arizona
Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan covers 273 participants in Arizona, about 48% of the average Arizona filer (state average ~564 per filing). Assets: $122M.
- #8,321
- in Finance & Insurance (9,261 peers)
- -23.2%
- assets change YoY
- 1.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $37M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan's outsized position by total assets
Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$122,276,424 Top 6% higher than 94% 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
Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan sits mid-pack in the medium band (273 participants).
Published 5500 schedule card
Filing strip 411596522 · Rogers Benefit Group, Inc. PY 2022 · 401(k)
Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan · $122M · 273 · 94th
- RANK $122M
- PHOTO 273
- IND 94th
- EOY 401(k)
- 5500 near Element Vehicle Management Services Group, LLC 401(k) Plan
- ASSETS ind #8321
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 Arizona →
Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan in the asset neighbourhood
Arizona filing particulars
| Total Assets (Beginning of Year) | $159M |
|---|---|
| Net Assets (End of Year) | $122M |
| Net Income | -$37M |
| Employer EIN | 411596522 |
| Plan Effective Date | 1983-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rogers Benefit Group, Inc.)
Sponsor-wide plan assets over time
All Rogers Benefit Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- N/A
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 273 | $122M |
| 2023 | 1 | N/A | N/A |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Banner Health Employees 401(k) Plan $3.6B · 50,602
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $1.9B · 12,362
- Republic Services, Inc. 401(k) Plan $1.8B · 28,320
- Stantec 401(k) Plan $1.7B · 8,764
- Reliance Steel & Aluminum Co. Master 401(k) Plan $1.3B · 9,895
Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Element Vehicle Management Services Group, LLC 401(k) Plan in MD ($122M); by covered participants it is Medata, Inc 401(k) Savings and Retirement Plan and Trust in CA (273 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($122M here).
- Element Vehicle Management Services Group, LLC 401(k) Plan (MD) $122M · 1,036
- The H & K Group 401(k) Plan (PA) $122M · 1,655
- Healthpro-Heritage 401(k) Plan (MD) $122M · 9,346
- Big 'i' Mep 401(k) Plan (VA) $122M · 786
Similar participant headcount
Nearest other-state filings by covered participants (273 participants); asset peers above are excluded.
- Medata, Inc 401(k) Savings and Retirement Plan and Trust (CA) 273 · 0 off
- Kickhaefer Manufacturing Company 401(k) Plan (WI) 273 · 0 off
- Ames National Corporation 401(k) Plan (IA) 273 · 0 off
- Gross Residential 401(k) Plan (OH) 273 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.