Profit Sharing · DOL Form 5500 · 2023

Roger Blackwelder Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
3
Participants Small participant base
33rd
Percentile by assets National rank
$846,156
Avg per participant High balance/head
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Official DOL plan name: Roger Blackwelder Self Employed Profit Sharing Plan · Sponsored by Roger Blackwelder · Texas · Agriculture, Forestry & Fishing

$3M in assets, 3 participants

Roger Blackwelder's Roger Blackwelder Self Employed Profit Sharing Plan reported $3M in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #437 in Agriculture, Forestry & Fishing (1,288 peers)

Roger Blackwelder multi-year trail

Roger Blackwelder's plans moved +23.3% in assets from 2022 to 2024; this filing shows Roger Blackwelder Self Employed Profit Sharing Plan at $3M / 3 participants.

#437
in Agriculture, Forestry & Fishing (1,288 peers)
+12.9%
assets growth YoY

Roger Blackwelder Self Employed Profit Sharing Plan among the smaller filed plans by assets

Roger Blackwelder Self Employed Profit Sharing Plan vs every filed plan by assets

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

$2,538,469 33rd percentile higher than 33% 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

Roger Blackwelder Self Employed Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roger Blackwelder Self Employed Profit Sharing Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roger Blackwelder Self Employed Profit Sharing Plan reported net income rose from -$191K in the plan year 2022 filing to $289K in the plan year 2023 filing.
  • Roger Blackwelder Self Employed Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 751896078 · Roger Blackwelder PY 2023 · Profit Sharing

Roger Blackwelder Self Employed Profit Sharing Plan · $3M · 3 · 33rd

  • PART $3M
  • TYPE 3
  • NET 33rd
  • BOOK Profit Sharing
  • VS-ST near Hmri Retirement Plan
  • BOY ind #437

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Texas →

Roger Blackwelder Self Employed Profit Sharing Plan in the asset neighbourhood

Roger Blackwelder Self Employed Profit Sharing PlanRoger Blackwelder Self Emplo…$3MHmri Retirement Plan$3MGuggenheim Asher Associates Inc Profit Sharing PlanGuggenheim Asher Associates …$3MPerfetto Vita, Inc. Retirement PlanPerfetto Vita, Inc. Retireme…$3MThe Kaufman Law Group Profit Sharing PlanThe Kaufman Law Group Profit…$3M
End-of-year total assets ($M) among Roger Blackwelder Self Employed Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Roger Blackwelder multi-year asset trail

Sponsor-wide plan assets over time

All Roger Blackwelder plans reported in each filing year

Latest sponsor-wide plan assets
$3M 23.349553518831794% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M$3M 202220232024 $2.25M $2.77M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 3 $2M
2023 1 3 $3M
2024 1 3 $3M

Roger Blackwelder filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$289K
Employer EIN751896078
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Roger Blackwelder Self Employed Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -202468 Total assets ($B) Participants Roger Blackwelder Self Employed Profit Sharing Plan, Total assets ($B): 0.002538469 · Participants: 3Roger Blackwelder Self Employed Profit Sharing PlanSouthwest Airlines Co. Profitsharing Plan, Total assets ($B): 5.82182651 · Participants: 71461Southwest Airlines Co. Profitsharing PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.714999292 · Participants: 10240Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.320262511 · Participants: 96911H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 0.92297353 · Participants: 29678The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.456894615 · Participants: 3455American Heart Association, Inc. Qualified Retirement Plan
Roger Blackwelder Self Employed Profit Sharing Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare Roger Blackwelder Self Employed Profit Sharing Plan side-by-side with 3 peers →

Roger Blackwelder Self Employed Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Hmri Retirement Plan in CA ($3M); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Roger Blackwelder Self Employed Profit Sharing Plan assets move in 2023? ▼
Roger Blackwelder Self Employed Profit Sharing Plan grew at a solid clip - up 12.9% during 2023, from $2M to $3M. Reported net income was $289K.
How have Roger Blackwelder plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roger Blackwelder's sponsor-wide assets grew 23.3%, from $2M to $3M.
Which Profit Sharing plans are similar in size to Roger Blackwelder Self Employed Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Hmri Retirement Plan in CA ($3M, 57 participants).
Which Profit Sharing plans cover a similar participant headcount to Roger Blackwelder Self Employed Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 751896078.

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.