Defined Benefit (Pension) · DOL Form 5500 · 2022

Rogers Group, Inc. Pension Plan

Data updated 2026-08-25

$55M
Total assets Below avg plan size
155
Participants Small participant base
89th
Percentile by assets National rank
$357,204
Avg per participant High balance/head
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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.

  • #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.

#699
in Mining & Oil Extraction (892 peers)
-25.1%
assets change YoY
0.6×
vs typical plan assets (national mean)

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.

Rogers Group Inc & Its Affiliates Retirement Plan's outsized position 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 $2,050,000,000 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

Rogers Group Inc & Its Affiliates Retirement Plan 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. Rogers Group Inc & Its Affiliates Retirement Plan sits mid-pack in the medium band (155 participants).

DOL schedule card

Filing strip 810745074 · Rogers Group, Inc. PY 2022 · Defined Benefit (Pension)

Rogers Group Inc & Its Affiliates Retirement Plan · $55M · 155 · 89th

  • PCT $55M
  • PCT 155
  • PCT 89th
  • PCT Defined Benefit (Pension)
  • PCT near Pottstown Memorial Medical Center Retirement Income Plan
  • PCT ind #699

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 Mining & Oil Extraction retirement plans → · Plans in Tennessee →

Rogers Group Inc & Its Affiliates Retirement Plan in the asset neighbourhood

Chicago Symphony Orchestra Pension PlanChicago Symphony Orchestra P…$55MVelcro Pension Plan$55MRogers Group Inc & Its Affiliates Retirement PlanRogers Group Inc & Its Affil…$55MPottstown Memorial Medical Center Retirement Income PlanPottstown Memorial Medical C…$55MCommunity Hospital of the Monterey Peninsula Cash Balance PlanCommunity Hospital of the Mo…$55M
End-of-year total assets ($M) among Rogers Group Inc & Its Affiliates Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Rogers Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 15.88341012864384% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.4M $64.2M ▲ +15.9%
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 ($B) Participants Rogers Group Inc & Its Affiliates Retirement Plan, Total assets ($B): 0.055366662 · Participants: 155Rogers Group Inc & Its Affiliates Retirement PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 25.607567505 · Participants: 119742Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.844607131 · Participants: 20914Retirement Plan of International Paper CompanyPension Plan for Employees at Ornl, Total assets ($B): 2.326549411 · Participants: 5460Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.039541449 · Participants: 2920Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, TennesseeNissan Employee Retirement Plan, Total assets ($B): 1.533696203 · Participants: 4575Nissan Employee Retirement Plan
Rogers Group Inc & Its Affiliates Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Rogers Group Inc & Its Affiliates Retirement Plan side-by-side with 3 peers →

Rogers Group Inc & Its Affiliates Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Pottstown Memorial Medical Center Retirement Income Plan in PA ($55M); by covered participants it is Pension Plan Basic American Foods in CA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rogers Group Inc & Its Affiliates Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan Basic American Foods in CA (155 participants, $19M 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 810745074.

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.