401(k) · DOL Form 5500 · 2022

Rogers, Lovelock & Fritz, Inc. 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
139
Participants Small participant base
85th
Percentile by assets National rank
$261,309
Avg per participant Above avg balance/head
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Official DOL plan name: Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. · Sponsored by Rogers, Lovelock & Fritz, Inc. · Florida · Professional & Technical Services

$36M in assets, 139 participants

Rogers, Lovelock & Fritz, Inc.'s Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. reported $36M in total assets and 139 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #18,498 in Professional & Technical Services (21,562 peers)

Coverage in Florida

Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. covers 139 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $36M.

#18,498
in Professional & Technical Services (21,562 peers)
-17.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc.'s outsized position by total assets

Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. vs every filed plan by assets

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

$36,321,988 Top 15% higher than 85% 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

Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. 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. Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. sits mid-pack in the medium band (139 participants).

DOL schedule card

Filing strip 591873834 · Rogers, Lovelock & Fritz, Inc. PY 2022 · 401(k)

Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. · $36M · 139 · 85th

  • 5500 $36M
  • ASSETS 139
  • PCT 85th
  • EIN 401(k)
  • RANK near Levenfeld Pearlstein Member and Staff Retirement Plan
  • PHOTO ind #18498

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 Florida →

Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. in the asset neighbourhood

Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc.Profit Sharing Plan for the …$36MLevenfeld Pearlstein Member and Staff Retirement PlanLevenfeld Pearlstein Member …$36MCertified Group 401(k)$36MStudent Transportation of America, Inc. 401(k) Savings PlanStudent Transportation of Am…$36MTracelink 401(k) Plan$36M
End-of-year total assets ($M) among Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$36M
Net Income-$8M
Employer EIN591873834
Plan Effective Date1981-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Rogers, Lovelock & Fritz, Inc.)

Sponsor-wide plan assets over time

All Rogers, Lovelock & Fritz, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 11.440411796843279% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $36.3M $40.5M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 139 $36M
2023 1 150 $41M
2024 1 134 $40M

Nearby 401(k) Plans in Florida

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -5051015 Total assets ($B) Participants Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc., Total assets ($B): 0.036321988 · Participants: 139Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc.L3harris Retirement Savings Plan, Total assets ($B): 12.863481581 · Participants: 41096L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pricewatercoopers LLP, Total assets ($B): 9.121428518 · Participants: 50354Savings Plan for Employees and Partners of Pricewatercoopers LLPAdp Totalsource Retirement Savings Plan, Total assets ($B): 6.687694478 · Participants: 287453Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.05990007 · Participants: 176752Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.44531949 · Participants: 14889Nextera Energy, Inc. Employee Retirement Savings Plan
Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. side-by-side with 3 peers →

Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is Levenfeld Pearlstein Member and Staff Retirement Plan in IL ($36M); by covered participants it is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($36M here).

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. assets move in 2022? ▼
Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. declined sharply - down 17.5% during 2022, from $44M to $36M. Reported net income was -$8M.
How have Rogers, Lovelock & Fritz, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rogers, Lovelock & Fritz, Inc.'s sponsor-wide assets grew 11.4%, from $36M to $40M.
Where does Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. rank by assets among Form 5500 filers? ▼
Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Levenfeld Pearlstein Member and Staff Retirement Plan in IL ($36M, 106 participants).
Which 401(k) plans cover a similar participant headcount to Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Semper Valens Solutions, Inc. 401(k) Plan in TX (139 participants, $5M 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 591873834.

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.