401(k) · DOL Form 5500 · 2023

The Fred Rogers Company 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
35
Participants Small participant base
44th
Percentile by assets National rank
$138,447
Avg per participant Near avg balance/head
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Official DOL plan name: The Fred Rogers Company 401(k) Plan · Sponsored by The Fred Rogers Company · Pennsylvania · Educational Services

$5M in assets, 35 participants

The Fred Rogers Company's The Fred Rogers Company 401(k) Plan reported $5M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #1,093 in Educational Services (3,735 peers)

The Fred Rogers Company multi-year trail

The Fred Rogers Company's plans moved +90.7% in assets from 2022 to 2024; this filing shows The Fred Rogers Company 401(k) Plan at $5M / 35 participants.

#1,093
in Educational Services (3,735 peers)
+40.6%
assets growth YoY

The Fred Rogers Company 401(k) Plan's mid-pack asset rank among Educational Services and all filers

The Fred Rogers Company 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$4,845,645 44th percentile higher than 44% of 127,068 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 2023

The Fred Rogers Company 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Fred Rogers Company 401(k) Plan is a small filing (35 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Fred Rogers Company 401(k) Plan reported net income rose from $21K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Fred Rogers Company 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The Fred Rogers Company 401(k) Plan reported participants rose from 28 in the plan year 2022 filing to 35 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 251215087 · The Fred Rogers Company PY 2023 · 401(k)

The Fred Rogers Company 401(k) Plan · $5M · 35 · 44th

  • BOOK $5M
  • VS-ST 35
  • BOY 44th
  • SCH 401(k)
  • EBSA near Strangways Enterprises Inc. Retirement Plan
  • PART ind #1093

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 Educational Services retirement plans → · Plans in Pennsylvania →

The Fred Rogers Company 401(k) Plan in the asset neighbourhood

The Fred Rogers Company 401(k) PlanThe Fred Rogers Company 401(…$5MStrangways Enterprises Inc. Retirement PlanStrangways Enterprises Inc. …$5MMedve Group Inc 401(k) Profit Sharing PlanMedve Group Inc 401(k) Profi…$5MPsynergy Programs, Inc. 401(k) PlanPsynergy Programs, Inc. 401(…$5MSigmund Cohn Corp. Union Employees' Savings and Retirement PlanSigmund Cohn Corp. Union Emp…$5M
End-of-year total assets ($M) among The Fred Rogers Company 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Fred Rogers Company multi-year asset trail

Sponsor-wide plan assets over time

All The Fred Rogers Company plans reported in each filing year

Latest sponsor-wide plan assets
$7M 90.72366075430416% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.45M $6.57M ▲ +90.4%
Year Plans Participants Total Assets
2022 1 28 $3M
2023 1 35 $5M
2024 1 35 $7M

The Fred Rogers Company filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN251215087
Plan Effective Date2003-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

The Fred Rogers Company 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants The Fred Rogers Company 401(k) Plan, Total assets ($B): 0.004845645 · Participants: 35The Fred Rogers Company 401(k) PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
The Fred Rogers Company 401(k) Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare The Fred Rogers Company 401(k) Plan side-by-side with 3 peers →

The Fred Rogers Company 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Strangways Enterprises Inc. Retirement Plan in VA ($5M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (35 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Fred Rogers Company 401(k) Plan assets move in 2023? ▼
The Fred Rogers Company 401(k) Plan surged - up 40.6% during 2023, from $3M to $5M. Reported net income was $1M.
How have The Fred Rogers Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Fred Rogers Company's sponsor-wide assets grew 90.7%, from $3M to $7M.
Which 401(k) plans are similar in size to The Fred Rogers Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Strangways Enterprises Inc. Retirement Plan in VA ($5M, 12 participants).
Which 401(k) plans cover a similar participant headcount to The Fred Rogers Company 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Little - Morris, LLP Profit Sharing Plan in ID (35 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 251215087.

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.