401(k) · DOL Form 5500 · 2023

Rogers Group, Inc. 401(k) Plan

Data updated 2026-08-25

$179M
Total assets Near avg plan size
2,761
Participants Above avg headcount
94th
Percentile by assets National rank
$64,978
Avg per participant Low balance/head
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Official DOL plan name: Rogers Group, Inc.& Affiliates Retirement Savings Plan · Sponsored by Rogers Group, Inc. · Tennessee · Mining & Oil Extraction

$179M in assets, 2,761 participants

Rogers Group, Inc.'s Rogers Group, Inc.& Affiliates Retirement Savings Plan reported $179M in total assets and 2,761 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #719 in Mining & Oil Extraction (811 peers)

Coverage in Tennessee

Rogers Group, Inc.& Affiliates Retirement Savings Plan covers 2,761 participants in Tennessee, 2.5x the typical Tennessee plan (state average ~1,126 per filing). Assets: $179M.

#719
in Mining & Oil Extraction (811 peers)
+16.3%
assets growth YoY
1.8×
vs typical plan assets (national mean)

Rogers Group, Inc.& Affiliates Retirement Savings Plan's outsized position by total assets

Rogers Group, Inc.& Affiliates Retirement Savings Plan vs every filed plan by assets

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

$179,404,779 Top 6% higher than 94% 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

Rogers Group, Inc.& Affiliates Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rogers Group, Inc.& Affiliates Retirement Savings Plan lands in the large band (2,761 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rogers Group, Inc.& Affiliates Retirement Savings Plan reported net income rose from -$28M in the plan year 2022 filing to $25M in the plan year 2023 filing.
  • Rogers Group, Inc.& Affiliates Retirement Savings Plan end-of-year assets rose from $154M in the plan year 2022 filing to $179M in the plan year 2023 filing.
  • Rogers Group, Inc.& Affiliates Retirement Savings Plan reported participants rose from 2,680 in the plan year 2022 filing to 2,761 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 351418333 · Rogers Group, Inc. PY 2023 · 401(k)

Rogers Group, Inc.& Affiliates Retirement Savings Plan · $179M · 2,761 · 94th

  • EBSA $179M
  • PART 2,761
  • TYPE 94th
  • NET 401(k)
  • BOOK near Tradition America Holdings, Inc. 401(k) Plan
  • VS-ST ind #719

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 Mining & Oil Extraction retirement plans → · Plans in Tennessee →

Rogers Group, Inc.& Affiliates Retirement Savings Plan in the asset neighbourhood

Coverys 401(k) Retirement PlanCoverys 401(k) Retirement Pl…$179MRogers Group, Inc.& Affiliates Retirement Savings PlanRogers Group, Inc.& Affiliat…$179MTradition America Holdings, Inc. 401(k) PlanTradition America Holdings, …$179MWorld Wrestling Entertainment, Inc. 401(k) PlanWorld Wrestling Entertainmen…$179MCaptech Ventures, Inc. 401(k) PlanCaptech Ventures, Inc. 401(k…$179M
End-of-year total assets ($M) among Rogers Group, Inc.& Affiliates Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$154M
Net Assets (End of Year)$179M
Net Income$25M
Employer EIN351418333
Plan Effective Date1990-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rogers Group, Inc.)

Sponsor-wide plan assets over time

All Rogers Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$206M 33.4806770297454% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $154M $206M ▲ +33.5%
Year Plans Participants Total Assets
2022 1 2,680 $154M
2023 1 2,761 $179M
2024 1 2,822 $206M

Nearby 401(k) Plans in Tennessee

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

Rogers Group, Inc.& Affiliates Retirement Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Rogers Group, Inc.& Affiliates Retirement Savings Plan, Total assets ($B): 0.179404779 · Participants: 2761Rogers Group, Inc.& Affiliates Retirement Savings PlanFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Rogers Group, Inc.& Affiliates Retirement Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Rogers Group, Inc.& Affiliates Retirement Savings Plan side-by-side with 3 peers →

Rogers Group, Inc.& Affiliates Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Tradition America Holdings, Inc. 401(k) Plan in NY ($179M); by covered participants it is Optalis Professional Services, LLC 401(k) Plan in MI (2,759 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($179M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,761 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 Rogers Group, Inc.& Affiliates Retirement Savings Plan assets move in 2023? ▼
Rogers Group, Inc.& Affiliates Retirement Savings Plan grew sharply - up 16.3% during 2023, from $154M to $179M. Reported net income was $25M.
How have Rogers Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rogers Group, Inc.'s sponsor-wide assets grew 33.5%, from $154M to $206M.
Where does Rogers Group, Inc.& Affiliates Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Rogers Group, Inc.& Affiliates Retirement Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Rogers Group, Inc.& Affiliates Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tradition America Holdings, Inc. 401(k) Plan in NY ($179M, 440 participants).
Which 401(k) plans cover a similar participant headcount to Rogers Group, Inc.& Affiliates Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Optalis Professional Services, LLC 401(k) Plan in MI (2,759 participants, $26M 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 351418333.

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.