ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
ROGERS GROUP, INC.
This Defined Benefit (Pension) plan holds $55M in total assets and serves 155 participants as of 2022. It is sponsored by ROGERS GROUP, INC. in Tennessee. The plan reported a net loss of $19M for the year.
What the Filing Says About ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN
ROGERS GROUP INC & ITS AFFILIATES RETIREMENT PLAN is a Defined Benefit (Pension) retirement plan sponsored by ROGERS GROUP, INC., headquartered in Tennessee. As of the 2022 Form 5500 filing, the plan reports $55M in total end-of-year assets and covers 155 participants across the Mining & Oil Extraction industry. The sponsor's EIN on file with the U.S. Department of Labor is 810745074, and the plan has been effective since 1985-08-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $74M at the beginning of 2022 to $55M at year-end — a decline of 25.1%. Net assets (after liabilities) closed the year at $55M, with reported net income of $-18,583,151 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) | $74M |
| Total Assets (End of Year) | $55M |
| Net Assets (End of Year) | $55M |
| Net Income | $-18,583,151 |
| Plan Type | Defined Benefit (Pension) |
| Employer EIN | 810745074 |
| Plan Effective Date | 1985-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (ROGERS GROUP, INC.)
| 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.
- FEDEX CORPORATION EMPLOYEES' PENSION PLAN $26.6B · 139,031
- RETIREMENT PLAN OF INTERNATIONAL PAPER COMPANY $8.8B · 20,164
- PENSION PLAN FOR EMPLOYEES AT ORNL $2.5B · 5,801
- RETIREMENT PROGRAM PLAN FOR EMPLOYEES OF CONSOLIDATED NUCLEAR SECURITY, LLC AT THE U.S. DEPARTMENT OF ENERGY AT OAK RIDGE, TENNESSEE $2.1B · 2,710
- NISSAN EMPLOYEE RETIREMENT PLAN $1.7B · 4,300
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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 810745074.
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.
Read our methodology — how this data is sourced, computed, and verified.