Profit Sharing · DOL Form 5500 · 2023
James E. Rodgers and Company, P.C. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 10
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $119,886
- Avg per participant Near avg balance/head
Official DOL plan name: James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust · Sponsored by James E. Rodgers and Company, P.C. · Texas · Professional & Technical Services
$1M in assets, 10 participants
James E. Rodgers and Company, P.C.'s James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust reported $1M in total assets and 10 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.
- #4,190 in Professional & Technical Services (20,321 peers)
James E. Rodgers and Company, P.C. multi-year trail
James E. Rodgers and Company, P.C.'s plans moved +26.6% in assets from 2022 to 2024; this filing shows James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust at $1M / 10 participants.
- #4,190
- in Professional & Technical Services (20,321 peers)
- +16.1%
- assets growth YoY
James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust among the smaller filed plans by assets
James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,198,857 25th percentile higher than 25% 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
James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust is a micro filing (10 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust reported net income rose from -$184K in the plan year 2022 filing to $166K in the plan year 2023 filing.
- James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 751540745 · James E. Rodgers and Company, P.C. PY 2023 · Profit Sharing
James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust · $1M · 10 · 25th
- RANK $1M
- PHOTO 10
- IND 25th
- EOY Profit Sharing
- 5500 near Gorilla Ventures Corporation Retirement Plan
- ASSETS ind #4190
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 Texas →
James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust in the asset neighbourhood
James E. Rodgers and Company, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All James E. Rodgers and Company, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 26.612843873226886% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $1M |
| 2023 | 1 | 10 | $1M |
| 2024 | 1 | 9 | $1M |
James E. Rodgers and Company, P.C. filing trail (2023)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $166K |
| Employer EIN | 751540745 |
| Plan Effective Date | 1982-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in Texas
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Southwest Airlines Co. Profitsharing Plan $5.8B · 71,461
- Baylor College of Medicine Retirement Plan $1.7B · 10,240
- H-E-B Partner Stock Plan $1.3B · 96,911
- The Defined Contribution Plan of the Methodist Hospital $923M · 29,678
- American Heart Association, Inc. Qualified Retirement Plan $457M · 3,455
James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount
Outside Texas, the nearest Profit Sharing by assets is Gorilla Ventures Corporation Retirement Plan in AZ ($1M); by covered participants it is Dibs Co. Retirement Plan in MA (10 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (10 participants); asset peers above are excluded.
- Dibs Co. Retirement Plan (MA) 10 · 0 off
- Mobar Corp. Retirement Plan (WA) 10 · 0 off
- Godwin Herman D'souza Profit Sharing Keogh Plan (IL) 10 · 0 off
- Automated Services and Products, Inc. Profit Sharing Plan (CA) 10 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.