401(k) · DOL Form 5500 · 2023
Warren Rogers Associates LLC 401(k) Plan
Data updated 2026-08-25
- $6M
- Total assets Small plan by assets
- 36
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $179,742
- Avg per participant Above avg balance/head
Official DOL plan name: Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Warren Rogers Associates LLC · Florida · Professional & Technical Services
$6M in assets, 36 participants
Warren Rogers Associates LLC's Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 36 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.
- #9,692 in Professional & Technical Services (20,321 peers)
Warren Rogers Associates LLC multi-year trail
Warren Rogers Associates LLC's plans moved +53.1% in assets from 2022 to 2024; this filing shows Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust at $6M / 36 participants.
- #9,692
- in Professional & Technical Services (20,321 peers)
- +25.4%
- assets growth YoY
Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers
Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$6,470,695 49th percentile higher than 49% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust is a small filing (36 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$987K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 35 in the plan year 2022 filing to 36 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 814149768 · Warren Rogers Associates LLC PY 2023 · 401(k)
Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust · $6M · 36 · 49th
- BOY $6M
- SCH 36
- EBSA 49th
- PART 401(k)
- TYPE near The Levy Company 401(k) Plan
- NET ind #9692
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 →
Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Warren Rogers Associates LLC multi-year asset trail
Sponsor-wide plan assets over time
All Warren Rogers Associates LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 53.10496540495752% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 35 | $5M |
| 2023 | 1 | 36 | $6M |
| 2024 | 1 | 40 | $8M |
Warren Rogers Associates LLC filing trail (2023)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $6M |
| Net Income | $1M |
| Employer EIN | 814149768 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $15.4B · 40,665
- Savings Plan for Employees and Partners of Pwc $11.3B · 50,817
- Adp Totalsource Retirement Savings Plan $8.0B · 308,867
- Trinet 401(k) Plan $7.0B · 157,945
- Publix Super Markets, Inc. 401(k) Smart Plan $6.6B · 184,674
Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is The Levy Company 401(k) Plan in TX ($6M); by covered participants it is Btx Technologies, Inc. 401(k) Plan in NY (36 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($6M here).
- The Levy Company 401(k) Plan (TX) $6M · 149
- Hitn 401(k) Plan (NY) $6M · 54
- The Hollister Group Inc Retirement Plan (MA) $6M · 289
- Manning Regional Healthcare Center 401(k) Plan (IA) $6M · 129
Similar participant headcount
Nearest other-state filings by covered participants (36 participants); asset peers above are excluded.
- Btx Technologies, Inc. 401(k) Plan (NY) 36 · 0 off
- Klink Equipment, LLC Retirement Plan (WI) 36 · 0 off
- S.a. Graham Company, Inc. 401(k) Plan (AL) 36 · 0 off
- Fumuso Christesen LLP Cash or Deferred Plan and Trust (NY) 36 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.