Defined Benefit (Pension) · DOL Form 5500 · 2023

Rogers Group, Inc. Pension Plan

Data updated 2026-08-25

$61M
Total assets Below avg plan size
172
Participants Small participant base
87th
Percentile by assets National rank
$352,044
Avg per participant High balance/head
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Official DOL plan name: Rogers Group Inc & Its Affiliates Retirement Plan · Sponsored by Rogers Group, Inc. · Tennessee · Mining & Oil Extraction

$61M in assets, 172 participants

Rogers Group, Inc.'s Rogers Group Inc & Its Affiliates Retirement Plan reported $61M in total assets and 172 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

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

Coverage in Tennessee

Rogers Group Inc & Its Affiliates Retirement Plan covers 172 participants in Tennessee, about 15% of the average Tennessee filer (state average ~1,126 per filing). Assets: $61M.

#614
in Mining & Oil Extraction (811 peers)
+9.4%
assets growth YoY
0.6×
vs typical plan assets (national mean)

Rogers Group Inc & Its Affiliates Retirement Plan's outsized position by total assets

Rogers Group Inc & Its Affiliates Retirement Plan vs every filed plan by assets

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

$60,551,621 Top 13% higher than 87% 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 & Its Affiliates Retirement 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. Rogers Group Inc & Its Affiliates Retirement Plan sits mid-pack in the medium band (172 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rogers Group Inc & Its Affiliates Retirement Plan reported net income rose from -$19M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Rogers Group Inc & Its Affiliates Retirement Plan reported participants rose from 155 in the plan year 2022 filing to 172 in the plan year 2023 filing.
  • Rogers Group Inc & Its Affiliates Retirement Plan end-of-year assets rose from $55M in the plan year 2022 filing to $61M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 810745074 · Rogers Group, Inc. PY 2023 · Defined Benefit (Pension)

Rogers Group Inc & Its Affiliates Retirement Plan · $61M · 172 · 87th

  • BOY $61M
  • BOY 172
  • BOY 87th
  • BOY Defined Benefit (Pension)
  • BOY near Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit
  • BOY ind #614

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 & Its Affiliates Retirement Plan in the asset neighbourhood

Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining UnitCopeland Corporation Retirem…$61MRogers Group Inc & Its Affiliates Retirement PlanRogers Group Inc & Its Affil…$61MOsf Saint Francis, Inc. Employees Pension PlanOsf Saint Francis, Inc. Empl…$60MGkn Aerospace Pension Plan$60MPdc Cash Balance Pension Plan$60M
End-of-year total assets ($M) among Rogers Group Inc & Its Affiliates Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$55M
Net Assets (End of Year)$61M
Net Income$5M
Employer EIN810745074
Plan Effective Date1985-08-01
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
$64M 15.88341012864384% vs 2022
2024 filing year
$50M$55M$60M$65M$70M 202220232024 $55.4M $64.2M ▲ +15.9%
Year Plans Participants Total Assets
2022 1 155 $55M
2023 1 172 $61M
2024 1 153 $64M

Nearby Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Rogers Group Inc & Its Affiliates Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Rogers Group Inc & Its Affiliates Retirement Plan, Total assets ($B): 0.060551621 · Participants: 172Rogers Group Inc & Its Affiliates Retirement PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 26.580798454 · Participants: 139031Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.836549756 · Participants: 20164Retirement Plan of International Paper CompanyPace Industry Union-Management Pension Fund, Total assets ($B): 2.707920528 · Participants: 3192Pace Industry Union-Management Pension FundPension Plan for Employees at Ornl, Total assets ($B): 2.456364769 · Participants: 5801Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.074583545 · Participants: 2710Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee
Rogers Group Inc & Its Affiliates Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Rogers Group Inc & Its Affiliates Retirement Plan side-by-side with 3 peers →

Rogers Group Inc & Its Affiliates Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit in OH ($61M); by covered participants it is Berwind Corporation Employees' Retirement Plan in PA (172 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (172 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 & Its Affiliates Retirement Plan assets move in 2023? ▼
Rogers Group Inc & Its Affiliates Retirement Plan grew at a solid clip - up 9.4% during 2023, from $55M to $61M. Reported net income was $5M.
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 15.9%, from $55M to $64M.
Where does Rogers Group Inc & Its Affiliates Retirement Plan rank by assets among Form 5500 filers? ▼
Rogers Group Inc & Its Affiliates Retirement Plan ranks in the 87th 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 Defined Benefit (Pension) plans are similar in size to Rogers Group Inc & Its Affiliates Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Copeland Corporation Retirement Income Plan for Employees in Collective Bargaining Unit in OH ($61M, 398 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Rogers Group Inc & Its Affiliates Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Berwind Corporation Employees' Retirement Plan in PA (172 participants, $100M 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 810745074.

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.