401(k) · DOL Form 5500 · 2022
L.J. Rogers, Inc. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 132
- Participants Small participant base
- 40th
- Percentile by assets National rank
- $22,555
- Avg per participant Low balance/head
Official DOL plan name: L.J. Rogers, Inc. Employees Savings Trust · Sponsored by L.J. Rogers, Inc. · North Carolina · Transportation & Warehousing
$3M in assets, 132 participants
L.J. Rogers, Inc.'s L.J. Rogers, Inc. Employees Savings Trust reported $3M in total assets and 132 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.
- #1,607 in Transportation & Warehousing (3,876 peers)
Coverage in North Carolina
L.J. Rogers, Inc. Employees Savings Trust covers 132 participants in North Carolina, about 16% of the average North Carolina filer (state average ~819 per filing). Assets: $3M.
- #1,607
- in Transportation & Warehousing (3,876 peers)
- -12.1%
- assets change YoY
The plan reported a net loss of $411K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
L.J. Rogers, Inc. Employees Savings Trust's mid-pack asset rank among Transportation & Warehousing and all filers
L.J. Rogers, Inc. Employees Savings Trust vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$2,977,295 40th percentile higher than 40% 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
L.J. Rogers, Inc. Employees Savings Trust 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. L.J. Rogers, Inc. Employees Savings Trust sits mid-pack in the medium band (132 participants).
DOL schedule card
Filing strip 205964198 · L.J. Rogers, Inc. PY 2022 · 401(k)
L.J. Rogers, Inc. Employees Savings Trust · $3M · 132 · 40th
- VS-ST $3M
- BOY 132
- SCH 40th
- EBSA 401(k)
- PART near Ingenuite, Inc. 401(k) Plan
- TYPE ind #1607
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 Transportation & Warehousing retirement plans → · Plans in North Carolina →
L.J. Rogers, Inc. Employees Savings Trust in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$411K |
| Employer EIN | 205964198 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in North Carolina
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Bank of America 401(k) Plan $47.1B · 169,036
- Honeywell 401(k) Plan $14.6B · 39,007
- Duke Energy Retirement Savings Plan $9.4B · 27,731
- Truist Financial Corporation 401(k) Savings Plan $9.0B · 51,871
- Lowes 401(k) Plan $7.4B · 284,864
L.J. Rogers, Inc. Employees Savings Trust's out-of-state 401(k) peers by assets and headcount
Outside North Carolina, the nearest 401(k) by assets is Ingenuite, Inc. 401(k) Plan in OK ($3M); by covered participants it is Flywire Retirement Plan in MA (132 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.
- Flywire Retirement Plan (MA) 132 · 0 off
- Acs 401(k) Plan (MN) 132 · 0 off
- United Health System Inc. 401(k) Profit Sharing Plan & Trust (CA) 132 · 0 off
- Learning Solutions Kids Inc 401(k) Plan (CA) 132 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.