Profit Sharing · DOL Form 5500 · 2022

Hugh Rogers & Company Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
4
Participants Small participant base
42nd
Percentile by assets National rank
$817,874
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

$3M in assets, 4 participants

Hugh Rogers & Company's Hugh Rogers & Company Profit Sharing Plan reported $3M in total assets and 4 participants in its 2022 DOL Form 5500 filing, ranking in the 42nd 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.

  • #2,646 in Finance & Insurance (9,261 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 $3M / 4 participants.

#2,646
in Finance & Insurance (9,261 peers)
-4.7%
assets change YoY

The plan reported a net loss of $163K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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 2022 · DOL Form 5500

$3,271,494 42nd percentile higher than 42% of 139,123 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 2022

Hugh Rogers & Company Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 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.

EBSA filing schedule strip

Filing strip 952372898 · Hugh Rogers & Company PY 2022 · Profit Sharing

Hugh Rogers & Company Profit Sharing Plan · $3M · 4 · 42nd

  • RANK $3M
  • PHOTO 4
  • IND 42nd
  • EOY Profit Sharing
  • 5500 near Kemp Instruments, Inc. Restated Profit Sharing Plan
  • ASSETS ind #2646

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…$3MKemp Instruments, Inc. Restated Profit Sharing PlanKemp Instruments, Inc. Resta…$3MBob L Robertson Profit Sharing PlanBob L Robertson Profit Shari…$3MCornelia Nixon Davis, Inc. Retirement PlanCornelia Nixon Davis, Inc. R…$3MLee, Livingston, Lee, Nichols & Barron P.C. PspLee, Livingston, Lee, Nichol…$3M
End-of-year total assets ($M) among Hugh Rogers & Company Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

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 (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$163K
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): 0.003271494 · Participants: 4Hugh Rogers & Company Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 6.922537047 · Participants: 22216Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 5.599096297 · Participants: 9727Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.566886773 · Participants: 67173Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.163824 · Participants: 5104Memorialcare Retirement PlanCedars-Sinai Health System Defined Contribution Retirement Plan, Total assets ($B): 0.797223577 · Participants: 11344Cedars-Sinai Health System Defined Contribution Retirement Plan
Hugh Rogers & Company Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants

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 Kemp Instruments, Inc. Restated Profit Sharing Plan in TX ($3M); by covered participants it is Precision Signs, Inc. Retirement Plan in NC (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 2022. 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 2022?
Hugh Rogers & Company Profit Sharing Plan edged down modestly - down 4.7% during 2022, from $3M to $3M. Reported net income was -$163K.
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 Kemp Instruments, Inc. Restated Profit Sharing Plan in TX ($3M, 4 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 Precision Signs, Inc. Retirement Plan in NC (4 participants, $346K in assets).