Profit Sharing · DOL Form 5500 · 2022

Roger Blackwelder Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
3
Participants Small participant base
36th
Percentile by assets National rank
$749,752
Avg per participant High balance/head
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Official DOL plan name: Roger Blackwelder Self Employed Profit Sharing Plan · Sponsored by Roger Blackwelder · Texas · Agriculture, Forestry & Fishing

$2M in assets, 3 participants

Roger Blackwelder's Roger Blackwelder Self Employed Profit Sharing Plan reported $2M in total assets and 3 participants in its 2022 DOL Form 5500 filing, ranking in the 36th 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.

  • #582 in Agriculture, Forestry & Fishing (1,523 peers)

Roger Blackwelder multi-year trail

Roger Blackwelder's plans moved +23.3% in assets from 2022 to 2024; this filing shows Roger Blackwelder Self Employed Profit Sharing Plan at $2M / 3 participants.

#582
in Agriculture, Forestry & Fishing (1,523 peers)
-7.8%
assets change YoY

The plan reported a net loss of $191K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roger Blackwelder Self Employed Profit Sharing Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Roger Blackwelder Self Employed Profit Sharing Plan vs every filed plan by assets

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

$2,249,255 36th percentile higher than 36% 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

Roger Blackwelder Self Employed Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roger Blackwelder Self Employed Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

Published 5500 schedule card

Filing strip 751896078 · Roger Blackwelder PY 2022 · Profit Sharing

Roger Blackwelder Self Employed Profit Sharing Plan · $2M · 3 · 36th

  • SCH $2M
  • SCH 3
  • SCH 36th
  • SCH Profit Sharing
  • SCH near Dino Clarizio, M.D., a Sole Proprietor Profit Sharing Plan
  • SCH ind #582

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Texas →

Roger Blackwelder Self Employed Profit Sharing Plan in the asset neighbourhood

Roger Blackwelder Self Employed Profit Sharing PlanRoger Blackwelder Self Emplo…$2MDino Clarizio, M.D., a Sole Proprietor Profit Sharing PlanDino Clarizio, M.D., a Sole …$2MOffice Depot Puerto Rico, LLC Retirement Savings PlanOffice Depot Puerto Rico, LL…$2MDr. Juan Francisco Cancio Retirement PlanDr. Juan Francisco Cancio Re…$2MIsn Retirement Plan$2M
End-of-year total assets ($M) among Roger Blackwelder Self Employed Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Roger Blackwelder multi-year asset trail

Sponsor-wide plan assets over time

All Roger Blackwelder plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.349553518831794% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.25M $2.77M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $3M
2024 1 3 $3M

Roger Blackwelder filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$191K
Employer EIN751896078
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Roger Blackwelder Self Employed Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246 Total assets ($B) Participants Roger Blackwelder Self Employed Profit Sharing Plan, Total assets ($B): 0.002249255 · Participants: 3Roger Blackwelder Self Employed Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.288170498 · Participants: 60454Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.434738254 · Participants: 9875Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.04541778 · Participants: 71666H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.752274017 · Participants: 27959The Defined Contribution Plan of the Methodist HospitalMaritime Association - I.L.a. Retirement Fund, Total assets ($B): 0.742682259 · Participants: 3941Maritime Association - I.L.a. Retirement Fund
Roger Blackwelder Self Employed Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Roger Blackwelder Self Employed Profit Sharing Plan side-by-side with 3 peers →

Roger Blackwelder Self Employed Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Dino Clarizio, M.D., a Sole Proprietor Profit Sharing Plan in CA ($2M); by covered participants it is Crosmac Corp. Retirement Plan in NJ (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Roger Blackwelder Self Employed Profit Sharing Plan assets move in 2022? ▼
Roger Blackwelder Self Employed Profit Sharing Plan pulled back noticeably - down 7.8% during 2022, from $2M to $2M. Reported net income was -$191K.
How have Roger Blackwelder plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roger Blackwelder's sponsor-wide assets grew 23.3%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Roger Blackwelder Self Employed Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dino Clarizio, M.D., a Sole Proprietor Profit Sharing Plan in CA ($2M, 6 participants).
Which Profit Sharing plans cover a similar participant headcount to Roger Blackwelder Self Employed Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Crosmac Corp. Retirement Plan in NJ (3 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 751896078.

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.