401(k) · DOL Form 5500 · 2023

Rogers, Lovelock & Fritz, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
150
Participants Small participant base
83rd
Percentile by assets National rank
$271,182
Avg per participant High balance/head
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Official DOL plan name: Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. · Sponsored by Rogers, Lovelock & Fritz, Inc. · Florida · Professional & Technical Services

$41M in assets, 150 participants

Rogers, Lovelock & Fritz, Inc.'s Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. reported $41M in total assets and 150 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.

  • #17,069 in Professional & Technical Services (20,321 peers)

Coverage in Florida

Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. covers 150 participants in Florida, about 24% of the average Florida filer (state average ~628 per filing). Assets: $41M.

#17,069
in Professional & Technical Services (20,321 peers)
+12.0%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc.'s outsized position by total assets

Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. vs every filed plan by assets

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

$40,677,287 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

Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. 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. Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. sits mid-pack in the medium band (150 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. reported net income rose from -$8M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. end-of-year assets rose from $36M in the plan year 2022 filing to $41M in the plan year 2023 filing.
  • Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. reported participants rose from 139 in the plan year 2022 filing to 150 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 591873834 · Rogers, Lovelock & Fritz, Inc. PY 2023 · 401(k)

Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. · $41M · 150 · 83rd

  • BOOK $41M
  • VS-ST 150
  • BOY 83rd
  • SCH 401(k)
  • EBSA near The Beaver Excavating Company Profit Sharing Plan
  • PART ind #17069

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 Professional & Technical Services retirement plans → · Plans in Florida →

Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. in the asset neighbourhood

Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc.Profit Sharing Plan for the …$41MThe Beaver Excavating Company Profit Sharing PlanThe Beaver Excavating Compan…$41MThe Barkan Companies 401(k) PlanThe Barkan Companies 401(k) …$41M401(k)/Profit Sharing Retirement Plan of the Shockey Companies401(k)/Profit Sharing Retire…$41MTeijin Employees' Savings PlanTeijin Employees' Savings Pl…$41M
End-of-year total assets ($M) among Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Florida filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$41M
Net Income$4M
Employer EIN591873834
Plan Effective Date1981-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Rogers, Lovelock & Fritz, Inc.)

Sponsor-wide plan assets over time

All Rogers, Lovelock & Fritz, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$40M 11.440411796843279% vs 2022
2024 filing year
$34M$36M$38M$40M$42M 202220232024 $36.3M $40.5M ▲ +11.5%
Year Plans Participants Total Assets
2022 1 139 $36M
2023 1 150 $41M
2024 1 134 $40M

Nearby 401(k) Plans in Florida

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

Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc., Total assets ($B): 0.040677287 · Participants: 150Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc.L3harris Retirement Savings Plan, Total assets ($B): 15.384363901 · Participants: 40665L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 11.333196569 · Participants: 50817Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 8.025816173 · Participants: 308867Adp Totalsource Retirement Savings PlanTrinet 401(k) Plan, Total assets ($B): 7.029692551 · Participants: 157945Trinet 401(k) PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 6.572590596 · Participants: 184674Publix Super Markets, Inc. 401(k) Smart Plan
Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. side-by-side with 3 peers →

Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside Florida, the nearest 401(k) by assets is The Beaver Excavating Company Profit Sharing Plan in OH ($41M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (150 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 Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. assets move in 2023? ▼
Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. grew at a solid clip - up 12.0% during 2023, from $36M to $41M. Reported net income was $4M.
How have Rogers, Lovelock & Fritz, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rogers, Lovelock & Fritz, Inc.'s sponsor-wide assets grew 11.4%, from $36M to $40M.
Where does Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. rank by assets among Form 5500 filers? ▼
Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. 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 Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is The Beaver Excavating Company Profit Sharing Plan in OH ($41M, 196 participants).
Which 401(k) plans cover a similar participant headcount to Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (150 participants, $867K 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 591873834.

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.