Defined Benefit (Pension) · DOL Form 5500 · 2022

Rogers Group, Inc. Pension Plan

Data updated 2026-08-11

$55M
Total assets
155
Participants
89th
Percentile by assets
$357,204
Avg per participant
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Official DOL plan name: Rogers Group Inc & Its Affiliates Retirement Plan · Sponsored by Rogers Group, Inc. · Tennessee · Mining & Oil Extraction

$55M in assets, 155 participants

Rogers Group, Inc.'s Rogers Group Inc & Its Affiliates Retirement Plan reported $55M in total assets and 155 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 139,126 plans)
  • #699 in Mining & Oil Extraction (892 peers)

Coverage in Tennessee

Rogers Group Inc & Its Affiliates Retirement Plan covers 155 participants in Tennessee, about 14% of the average Tennessee filer (state average ~1,126 per filing). Assets: $55M.

$55M
total plan assets (2022 EOY)
155
covered participants
89th
percentile by assets (of 139,126 plans)
$357,204
avg assets per participant

The plan reported a net loss of $19M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Rogers Group Inc & Its Affiliates Retirement Plan sits by total assets

Rogers Group Inc & Its Affiliates Retirement Plan vs every filed plan by assets

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

$55,366,662 Top 11% higher than 89% 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

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Rogers Group Inc & Its Affiliates Retirement Plan reports 155 participants - about 14% of that state average ($55M EOY assets).

Tennessee filing particulars

Total Assets (Beginning of Year)$74M
Net Assets (End of Year)$55M
Net Income-$19M
Employer EIN810745074
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rogers Group, Inc.)

$50M$55M$60M$65M$70M 202220232024 $55.4M $64.2M ▲ +15.9%
Total plan assets by year, all Rogers Group, Inc. plans on file
Year Plans Participants Total Assets
2022 1 155 $55M
2023 1 172 $61M
2024 1 153 $64M

Nearby Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Rogers Group Inc & Its Affiliates Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Rogers Group Inc & I…, Total assets ($B): 0.055366662 · Participants: 155Rogers Group Inc & I…Fedex Corporation Em…, Total assets ($B): 25.607567505 · Participants: 119742Fedex Corporation Em…Retirement Plan of I…, Total assets ($B): 8.844607131 · Participants: 20914Retirement Plan of I…Pension Plan for Emp…, Total assets ($B): 2.326549411 · Participants: 5460Pension Plan for Emp…Retirement Program P…, Total assets ($B): 2.039541449 · Participants: 2920Retirement Program P…Nissan Employee Reti…, Total assets ($B): 1.533696203 · Participants: 4575Nissan Employee Reti…
Rogers Group Inc & Its Affiliates Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Rogers Group Inc & Its Affiliates Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Rogers Group Inc & Its Affiliates Retirement Plan assets move in 2022?
Rogers Group Inc & Its Affiliates Retirement Plan declined sharply - down 25.1% during 2022, from $74M to $55M. Reported net income was -$19M.
How have Rogers Group, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Rogers Group, Inc.'s sponsor-wide assets grew 15.9%, from $55M to $64M.
Where does Rogers Group Inc & Its Affiliates Retirement Plan rank by assets among Form 5500 filers?
Rogers Group Inc & Its Affiliates Retirement Plan ranks in the 89th 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 Defined Benefit (Pension) plans are similar in size to Rogers Group Inc & Its Affiliates Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pottstown Memorial Medical Center Retirement Income Plan in PA ($55M, 121 participants).

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Filing takeaways

Ways to act on Rogers Group Inc & Its Affiliates Retirement Plan's numbers.