401(k) · DOL Form 5500 · 2022

Rogers Benefit Group, Inc. 401(k) Plan

Data updated 2026-08-11

$122M
Total assets
273
Participants
94th
Percentile by assets
$447,899
Avg per participant
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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.

  • 94th percentile by assets (of 139,126 plans)
  • #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.

$122M
total plan assets (2022 EOY)
273
covered participants
94th
percentile by assets (of 139,126 plans)
$447,899
avg assets per participant

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.

Where Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan sits 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

This plan $0 $2,010,000,000 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

State

Participants vs Arizona filers

In Arizona, the average filing covers about 564 participants across 2,304 plans. Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan reports 273 participants - about 48% of that state average ($122M EOY assets).

Arizona filing particulars

Total Assets (Beginning of Year)$159M
Net Assets (End of Year)$122M
Net Income-$37M
Employer EIN411596522
Plan Effective Date1983-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rogers Benefit Group, Inc.)

$-50M$0M$50M$100M$150M 20222023 $122M $0M ▼ -100.0%
Total plan assets by year, all Rogers Benefit Group, Inc. plans on file
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.

Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -101234 Total assets ($B) Participants Rogers Benefit Group…Banner Health Employ…Freeport-Mcmoran Inc…Republic Services, I…Stantec 401(k) PlanReliance Steel & Alu…
Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan assets move in 2022?
Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan declined sharply - down 23.2% during 2022, from $159M to $122M. Reported net income was -$37M.
Where does Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan rank by assets among Form 5500 filers?
Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Element Vehicle Management Services Group, LLC 401(k) Plan in MD ($122M, 1,036 participants).

Next read for Rogers Benefit Group, Inc. Cash or Defer…

Filing takeaways

Ways to act on Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan's numbers.

  • By total assets, Rogers Benefit Group, Inc. Cash or Deferred Profit Sharing Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Arizona. Compare plans