401(k) · DOL Form 5500 · 2023

S.W. Rodgers Company, Inc. 401(k) Plan

Data updated 2026-08-25

$39M
Total assets Below avg plan size
235
Participants Below avg headcount
83rd
Percentile by assets National rank
$165,712
Avg per participant Above avg balance/head
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Official DOL plan name: S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan · Sponsored by S.W. Rodgers Company, Inc. · Virginia · Construction

$39M in assets, 235 participants

S.W. Rodgers Company, Inc.'s S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan reported $39M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #7,303 in Construction (9,030 peers)

Coverage in Virginia

S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan covers 235 participants in Virginia, about 30% of the average Virginia filer (state average ~782 per filing). Assets: $39M.

#7,303
in Construction (9,030 peers)
+17.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan's outsized position by total assets

S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan vs every filed plan by assets

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

$38,942,231 Top 17% higher than 83% 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

S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan sits mid-pack in the medium band (235 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan reported net income rose from -$9M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan end-of-year assets rose from $33M in the plan year 2022 filing to $39M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 541141778 · S.W. Rodgers Company, Inc. PY 2023 · 401(k)

S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan · $39M · 235 · 83rd

  • EBSA $39M
  • EBSA 235
  • EBSA 83rd
  • EBSA 401(k)
  • EBSA near Tda Research, Inc. Retirement Plan
  • EBSA ind #7303

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 Construction retirement plans → · Plans in Virginia →

S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in the asset neighbourhood

S.W. Rodgers Co., Inc. 401(k)/Profit Sharing PlanS.W. Rodgers Co., Inc. 401(k…$39MTda Research, Inc. Retirement PlanTda Research, Inc. Retiremen…$39MQuantum 401(k) Profit Sharing PlanQuantum 401(k) Profit Sharin…$39MThe Arclight Capital Holdings Retirement Savings PlanThe Arclight Capital Holding…$39MKamminga & Roodvoets 401(k) Savings Retirement PlanKamminga & Roodvoets 401(k) …$39M
End-of-year total assets ($M) among S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$39M
Net Income$6M
Employer EIN541141778
Plan Effective Date1984-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (S.W. Rodgers Company, Inc.)

Sponsor-wide plan assets over time

All S.W. Rodgers Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$41M 24.9779003983776% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $33.1M $41.4M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 234 $33M
2023 1 235 $39M
2024 1 204 $41M

Nearby 401(k) Plans in Virginia

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

S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan, Total assets ($B): 0.038942231 · Participants: 235S.W. Rodgers Co., Inc. 401(k)/Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan side-by-side with 3 peers →

S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Tda Research, Inc. Retirement Plan in CO ($39M); by covered participants it is Bobcat North America, LLC 401(k) Plan in FL (235 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (235 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 S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan assets move in 2023? ▼
S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan grew sharply - up 17.7% during 2023, from $33M to $39M. Reported net income was $6M.
How have S.W. Rodgers Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.W. Rodgers Company, Inc.'s sponsor-wide assets grew 25.0%, from $33M to $41M.
Where does S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan rank by assets among Form 5500 filers? ▼
S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tda Research, Inc. Retirement Plan in CO ($39M, 113 participants).
Which 401(k) plans cover a similar participant headcount to S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC 401(k) Plan in FL (235 participants, $654K 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 541141778.

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.