Profit Sharing · DOL Form 5500 · 2023

Hugh Rogers & Company Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
4
Participants Small participant base
40th
Percentile by assets National rank
$961,951
Avg per participant High balance/head
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Official DOL plan name: Hugh Rogers & Company Profit Sharing Plan · Sponsored by Hugh Rogers & Company · California · Finance & Insurance

$4M in assets, 4 participants

Hugh Rogers & Company's Hugh Rogers & Company Profit Sharing Plan reported $4M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 40th 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.

  • #2,469 in Finance & Insurance (8,869 peers)

Hugh Rogers & Company multi-year trail

Hugh Rogers & Company's plans moved +35.1% in assets from 2022 to 2024; this filing shows Hugh Rogers & Company Profit Sharing Plan at $4M / 4 participants.

#2,469
in Finance & Insurance (8,869 peers)
+17.6%
assets growth YoY

Hugh Rogers & Company Profit Sharing Plan's mid-pack asset rank among Finance & Insurance and all filers

Hugh Rogers & Company Profit Sharing Plan vs every filed plan by assets

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

$3,847,802 40th percentile higher than 40% 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

Hugh Rogers & Company 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. Hugh Rogers & Company Profit Sharing Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Hugh Rogers & Company Profit Sharing Plan reported net income rose from -$163K in the plan year 2022 filing to $576K in the plan year 2023 filing.
  • Hugh Rogers & Company Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952372898 · Hugh Rogers & Company PY 2023 · Profit Sharing

Hugh Rogers & Company Profit Sharing Plan · $4M · 4 · 40th

  • SCH $4M
  • EBSA 4
  • PART 40th
  • TYPE Profit Sharing
  • NET near Spiegel & Demars Self-Employed Retirement Plan & Trust
  • BOOK ind #2469

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 Finance & Insurance retirement plans → · Plans in California →

Hugh Rogers & Company Profit Sharing Plan in the asset neighbourhood

Hugh Rogers & Company Profit Sharing PlanHugh Rogers & Company Profit…$4MSpiegel & Demars Self-Employed Retirement Plan & TrustSpiegel & Demars Self-Employ…$4MProfit Sharing Retirement Plan of Stuart M. Perry, Inc.Profit Sharing Retirement Pl…$4MMaurice Reisman P.C. Pension Plan and TrustMaurice Reisman P.C. Pension…$4MJ. E. & J. W. Hudson Rental, Inc. Profit Sharing PlanJ. E. & J. W. Hudson Rental,…$4M
End-of-year total assets ($M) among Hugh Rogers & Company Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Hugh Rogers & Company multi-year asset trail

Sponsor-wide plan assets over time

All Hugh Rogers & Company plans reported in each filing year

Latest sponsor-wide plan assets
$4M 35.127009250208005% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M$5M 202220232024 $3.27M $4.42M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 4 $3M
2023 1 4 $4M
2024 1 4 $4M

Hugh Rogers & Company filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$576K
Employer EIN952372898
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Hugh Rogers & Company Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Hugh Rogers & Company Profit Sharing Plan, Total assets ($B): 0.003847802 · Participants: 4Hugh Rogers & Company Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Hugh Rogers & Company Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Hugh Rogers & Company Profit Sharing Plan side-by-side with 3 peers →

Hugh Rogers & Company Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Spiegel & Demars Self-Employed Retirement Plan & Trust in IL ($4M); 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 Hugh Rogers & Company Profit Sharing Plan assets move in 2023? ▼
Hugh Rogers & Company Profit Sharing Plan grew sharply - up 17.6% during 2023, from $3M to $4M. Reported net income was $576K.
How have Hugh Rogers & Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Hugh Rogers & Company's sponsor-wide assets grew 35.1%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Hugh Rogers & Company Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Spiegel & Demars Self-Employed Retirement Plan & Trust in IL ($4M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Hugh Rogers & Company Profit Sharing Plan? ▼
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).

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 952372898.

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.