Profit Sharing · DOL Form 5500 · 2023

Rogers Hewitt Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
4
Participants Small participant base
25th
Percentile by assets National rank
$300,931
Avg per participant High balance/head
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Official DOL plan name: Rogers Hewitt Inc. Retirement Plan · Sponsored by Rogers Hewitt Inc. · New York · Arts, Entertainment & Recreation

$1M in assets, 4 participants

Rogers Hewitt Inc.'s Rogers Hewitt Inc. Retirement Plan reported $1M in total assets and 4 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.

  • #1,477 in Arts, Entertainment & Recreation (2,945 peers)

Arts, Entertainment & Recreation sector rank

Within Arts, Entertainment & Recreation, Rogers Hewitt Inc. Retirement Plan ranks #1,477 of 2,945 2023 filers by assets (2307% of the sector average)-$1M for 4 participants.

#1,477
in Arts, Entertainment & Recreation (2,945 peers)
+5.9%
assets growth YoY

Rogers Hewitt Inc. Retirement Plan among the smaller filed plans by assets

Rogers Hewitt Inc. Retirement Plan vs every filed plan by assets

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

$1,203,723 25th percentile higher than 25% 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

Rogers Hewitt Inc. Retirement 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. Rogers Hewitt Inc. Retirement Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rogers Hewitt Inc. Retirement Plan reported net income fell from $734K in the plan year 2022 filing to $67K in the plan year 2023 filing.
  • Rogers Hewitt Inc. Retirement Plan reported participants rose from 3 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Rogers Hewitt Inc. Retirement Plan 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 →

Plan-year Form 5500 strip

Filing strip 825352759 · Rogers Hewitt Inc. PY 2023 · Profit Sharing

Rogers Hewitt Inc. Retirement Plan · $1M · 4 · 25th

  • EIN $1M
  • EIN 4
  • EIN 25th
  • EIN Profit Sharing
  • EIN near Matrix Planning Inc., Profit Sharing Plan
  • EIN ind #1477

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 Arts, Entertainment & Recreation retirement plans → · Plans in New York →

Rogers Hewitt Inc. Retirement Plan in the asset neighbourhood

Rogers Hewitt Inc. Retirement PlanRogers Hewitt Inc. Retiremen…$1MMatrix Planning Inc., Profit Sharing PlanMatrix Planning Inc., Profit…$1MDixie Oaks, Inc. Retirement PlanDixie Oaks, Inc. Retirement …$1MInner Parish Security Corporation Retirement PlanInner Parish Security Corpor…$1MNielson Capital, Inc.. Retirement PlanNielson Capital, Inc.. Retir…$1M
End-of-year total assets ($M) among Rogers Hewitt Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Arts, Entertainment & Recreation filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$67K
Employer EIN825352759
Plan Effective Date2018-04-27
Filing StatusFILING RECEIVED

Sponsor Plan History (Rogers Hewitt Inc.)

Sponsor-wide plan assets over time

All Rogers Hewitt Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 7.898106548973188% vs 2022
2024 filing year
$1M$1.05M$1.1M$1.15M$1.2M$1.25M 202220232024 $1.14M $1.05M ▼ -7.9%
Year Plans Participants Total Assets
2022 1 3 $1M
2023 1 4 $1M
2024 1 4 $1M

Nearby Profit Sharing Plans in New York

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

Rogers Hewitt Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Rogers Hewitt Inc. Retirement Plan, Total assets ($B): 0.001203723 · Participants: 4Rogers Hewitt Inc. Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Rogers Hewitt Inc. Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Rogers Hewitt Inc. Retirement Plan side-by-side with 3 peers →

Rogers Hewitt Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Matrix Planning Inc., Profit Sharing Plan in CA ($1M); by covered participants it is Atraz Johnson Profit Sharing Plan in OR (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 Rogers Hewitt Inc. Retirement Plan assets move in 2023? ▼
Rogers Hewitt Inc. Retirement Plan grew at a solid clip - up 5.9% during 2023, from $1M to $1M. Reported net income was $67K.
How have Rogers Hewitt Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rogers Hewitt Inc.'s sponsor-wide assets declined 7.9%, from $1M to $1M.
Where does Rogers Hewitt Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Rogers Hewitt Inc. Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Rogers Hewitt Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Matrix Planning Inc., Profit Sharing Plan in CA ($1M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Rogers Hewitt Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Atraz Johnson Profit Sharing Plan in OR (4 participants, $930K 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 825352759.

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.