401(k)
2022 plan-year 401(k) DOL Form 5500

ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ROGERS GROUP, INC.

This 401(k) plan holds $154M in total assets and serves 2,680 participants as of 2022. It is sponsored by ROGERS GROUP, INC. in Tennessee. The plan reported a net loss of $28M for the year.

Total Assets (2023)
$154M
Participants
2,680
State
Industry
Mining & Oil Extraction

What the Filing Says About ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN

ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN is a 401(k) retirement plan sponsored by ROGERS GROUP, INC., headquartered in Tennessee. As of the 2022 Form 5500 filing, the plan reports $154M in total end-of-year assets and covers 2,680 participants across the Mining & Oil Extraction industry. The sponsor's EIN on file with the U.S. Department of Labor is 351418333, and the plan has been effective since 1990-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $183M at the beginning of 2022 to $154M at year-end — a decline of 15.5%. Net assets (after liabilities) closed the year at $154M, with reported net income of $-28,263,248 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$183M
Total Assets (End of Year)$154M
Net Assets (End of Year)$154M
Net Income$-28,263,248
Plan Type401(k)
Employer EIN351418333
Plan Effective Date1990-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ROGERS GROUP, INC.)

Year Plans Participants Total Assets
2022 1 2,680 $154M
2023 1 2,761 $179M
2024 1 2,822 $206M

Nearby 401(k) Plans in Tennessee

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Frequently Asked Questions

How much money is in the ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN?
As of the 2022 Form 5500 filing, ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN holds $154M in total assets with 2,680 participants. It is sponsored by ROGERS GROUP, INC..
What type of plan is ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN?
ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN is a 401(k) plan. It has been effective since 1990-04-01. The plan is filed with the U.S. Department of Labor under EIN 351418333.
Who sponsors the ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN?
ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN is sponsored by ROGERS GROUP, INC., located in Tennessee. The sponsor's EIN is 351418333 and the plan operates in the Mining & Oil Extraction industry.
How did ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN perform in 2022?
ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN declined by 15.5% during 2022, moving from $183M to $154M in total assets. Net income was $-28,263,248.
Where can I find official filings for ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN?
Official Form 5500 filings for ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 351418333 or plan name at efast.dol.gov.
How does ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN compare to other plans?
You can compare ROGERS GROUP, INC.& AFFILIATES RETIREMENT SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in Tennessee on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 351418333.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.