Profit Sharing · DOL Form 5500 · 2023

Rodger C. Daley Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
26th
Percentile by assets National rank
$339,413
Avg per participant High balance/head
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Official DOL plan name: The Law Offices of Rodger C. Daley and Associates · Sponsored by Rodger C. Daley · Colorado · Professional & Technical Services

$1M in assets, 4 participants

Rodger C. Daley's The Law Offices of Rodger C. Daley and Associates reported $1M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #4,436 in Professional & Technical Services (20,321 peers)

Rodger C. Daley multi-year trail

Rodger C. Daley's plans moved +43.1% in assets from 2022 to 2024; this filing shows The Law Offices of Rodger C. Daley and Associates at $1M / 4 participants.

#4,436
in Professional & Technical Services (20,321 peers)
+21.7%
assets growth YoY

The Law Offices of Rodger C. Daley and Associates among the smaller filed plans by assets

The Law Offices of Rodger C. Daley and Associates vs every filed plan by assets

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

$1,357,653 26th percentile higher than 26% 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 Law Offices of Rodger C. Daley and Associates among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Law Offices of Rodger C. Daley and Associates is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Law Offices of Rodger C. Daley and Associates reported net income rose from -$173K in the plan year 2022 filing to $242K in the plan year 2023 filing.
  • The Law Offices of Rodger C. Daley and Associates end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 843924149 · Rodger C. Daley PY 2023 · Profit Sharing

The Law Offices of Rodger C. Daley and Associates · $1M · 4 · 26th

  • TYPE $1M
  • NET 4
  • BOOK 26th
  • VS-ST Profit Sharing
  • BOY near Jlba Retirement Plan
  • SCH ind #4436

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 Colorado →

The Law Offices of Rodger C. Daley and Associates in the asset neighbourhood

The Law Offices of Rodger C. Daley and AssociatesThe Law Offices of Rodger C.…$1MJlba Retirement Plan$1MVernon G. Park, M.D., Inc. Profit Sharing PlanVernon G. Park, M.D., Inc. P…$1MReal Estate Risk Management, Inc. Profit Sharing PlanReal Estate Risk Management,…$1MAtlantic Adjusting Co., Inc Profit Sharing PlanAtlantic Adjusting Co., Inc …$1M
End-of-year total assets ($M) among The Law Offices of Rodger C. Daley and Associates and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Rodger C. Daley multi-year asset trail

Sponsor-wide plan assets over time

All Rodger C. Daley plans reported in each filing year

Latest sponsor-wide plan assets
$2M 43.057757827114635% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.12M $1.6M ▲ +42.9%
Year Plans Participants Total Assets
2022 1 4 $1M
2023 1 4 $1M
2024 1 4 $2M

Rodger C. Daley filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$242K
Employer EIN843924149
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Colorado

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

The Law Offices of Rodger C. Daley and Associates vs. nearby Profit Sharing plans in Colorado, assets vs. participants Scatter plot of 6 data points. -500050010001500 -20020406080 Total assets ($M) Participants The Law Offices of Rodger C. Daley and Associates, Total assets ($M): 1.357653 · Participants: 4The Law Offices of Rodger C. Daley and AssociatesHensel Phelps Hourly Retirement Plan, Total assets ($M): 58.660079 · Participants: 695Hensel Phelps Hourly Retirement PlanLiberty Pr Mobility 401(k) Savings Plans, Total assets ($M): 43.07945 · Participants: 1212Liberty Pr Mobility 401(k) Savings PlansAmended & Restated Profit Sharing Plan of Midwest Pms, Total assets ($M): 38.087891 · Participants: 133Amended & Restated Profit Sharing Plan of Midwest PmsPeterson Company Profit-Sharing Plan, Total assets ($M): 18.249977 · Participants: 26Peterson Company Profit-Sharing PlanRetirement Plan of Public Broadcasting of Colorado, Inc., Total assets ($M): 16.472083 · Participants: 182Retirement Plan of Public Broadcasting of Colorado, Inc.
The Law Offices of Rodger C. Daley and Associates vs. nearby Profit Sharing plans in Colorado, assets vs. participants

The Law Offices of Rodger C. Daley and Associates's out-of-state Profit Sharing peers by assets and headcount

Outside Colorado, the nearest Profit Sharing by assets is Jlba Retirement Plan in PR ($1M); by covered participants it is Sj Grillo Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 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 Law Offices of Rodger C. Daley and Associates assets move in 2023?
The Law Offices of Rodger C. Daley and Associates grew sharply - up 21.7% during 2023, from $1M to $1M. Reported net income was $242K.
How have Rodger C. Daley plan assets changed over time?
Across 3 plan years on file (2022-2024), Rodger C. Daley's sponsor-wide assets grew 43.1%, from $1M to $2M.
Which Profit Sharing plans are similar in size to The Law Offices of Rodger C. Daley and Associates?
Among Profit Sharing plans in other states, the closest by assets is Jlba Retirement Plan in PR ($1M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to The Law Offices of Rodger C. Daley and Associates?
Among Profit Sharing plans in other states, the closest by covered participants is Sj Grillo Profit Sharing Plan in NY (4 participants, N/A in assets).