401(k) · DOL Form 5500 · 2023

Rogers & Brown Custom Brokers, Inc 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
130
Participants Small participant base
59th
Percentile by assets National rank
$77,011
Avg per participant Below avg balance/head
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Official DOL plan name: The Rogers & Brown Profit Sharing 401(k) Plan · Sponsored by Rogers & Brown Custom Brokers, Inc · South Carolina · Transportation & Warehousing

$10M in assets, 130 participants

Rogers & Brown Custom Brokers, Inc's The Rogers & Brown Profit Sharing 401(k) Plan reported $10M in total assets and 130 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #1,990 in Transportation & Warehousing (3,362 peers)

Coverage in South Carolina

The Rogers & Brown Profit Sharing 401(k) Plan covers 130 participants in South Carolina, about 35% of the average South Carolina filer (state average ~369 per filing). Assets: $10M.

#1,990
in Transportation & Warehousing (3,362 peers)
+13.1%
assets growth YoY

The Rogers & Brown Profit Sharing 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

The Rogers & Brown Profit Sharing 401(k) Plan vs every filed plan by assets

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

$10,011,483 Top 41% higher than 59% 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 Rogers & Brown Profit Sharing 401(k) 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. The Rogers & Brown Profit Sharing 401(k) Plan sits mid-pack in the medium band (130 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Rogers & Brown Profit Sharing 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The Rogers & Brown Profit Sharing 401(k) Plan reported participants rose from 114 in the plan year 2022 filing to 130 in the plan year 2023 filing.
  • The Rogers & Brown Profit Sharing 401(k) Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 570507147 · Rogers & Brown Custom Brokers, Inc PY 2023 · 401(k)

The Rogers & Brown Profit Sharing 401(k) Plan · $10M · 130 · 59th

  • EIN $10M
  • RANK 130
  • PHOTO 59th
  • IND 401(k)
  • EOY near Alpert & Associates, Inc. 401(k) Plan II
  • 5500 ind #1990

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 Transportation & Warehousing retirement plans → · Plans in South Carolina →

The Rogers & Brown Profit Sharing 401(k) Plan in the asset neighbourhood

The Rogers & Brown Profit Sharing 401(k) PlanThe Rogers & Brown Profit Sh…$10MAlpert & Associates, Inc. 401(k) Plan IIAlpert & Associates, Inc. 40…$10MFirst Pioneer Bank Corp. 401(k) Profit-Sharing PlanFirst Pioneer Bank Corp. 401…$10MAeonian LLC 401(k) Plan$10MPeter's Auto Sales Profit Sharing Plan & TrustPeter's Auto Sales Profit Sh…$10M
End-of-year total assets ($M) among The Rogers & Brown Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

South Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN570507147
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rogers & Brown Custom Brokers, Inc)

Sponsor-wide plan assets over time

All Rogers & Brown Custom Brokers, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$10M 16.790261306686% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.85M $10.3M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 114 $9M
2023 1 130 $10M
2024 1 125 $10M

Nearby 401(k) Plans in South Carolina

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

The Rogers & Brown Profit Sharing 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants The Rogers & Brown Profit Sharing 401(k) Plan, Total assets ($B): 0.010011483 · Participants: 130The Rogers & Brown Profit Sharing 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.081217676 · Participants: 14439Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.54970984 · Participants: 8661The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.560739492 · Participants: 11311Sonoco Retirement & Savings PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.313010355 · Participants: 10614Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.296149408 · Participants: 11348Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan
The Rogers & Brown Profit Sharing 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare The Rogers & Brown Profit Sharing 401(k) Plan side-by-side with 3 peers →

The Rogers & Brown Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Alpert & Associates, Inc. 401(k) Plan II in CA ($10M); by covered participants it is Animax Designs, Inc. in TN (130 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (130 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 Rogers & Brown Profit Sharing 401(k) Plan assets move in 2023? ▼
The Rogers & Brown Profit Sharing 401(k) Plan grew at a solid clip - up 13.1% during 2023, from $9M to $10M. Reported net income was $1M.
How have Rogers & Brown Custom Brokers, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rogers & Brown Custom Brokers, Inc's sponsor-wide assets grew 16.8%, from $9M to $10M.
Which 401(k) plans are similar in size to The Rogers & Brown Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alpert & Associates, Inc. 401(k) Plan II in CA ($10M, 3 participants).
Which 401(k) plans cover a similar participant headcount to The Rogers & Brown Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Animax Designs, Inc. in TN (130 participants, $3M 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 570507147.

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.