401(k) · DOL Form 5500 · 2023
Roger's Gardens Newport Beach 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 95
- Participants Small participant base
- 52nd
- Percentile by assets National rank
- $77,885
- Avg per participant Below avg balance/head
Official DOL plan name: Roger's Gardens 401(k) Profit Sharing Plan · Sponsored by Roger's Gardens Newport Beach · California · Retail Trade
$7M in assets, 95 participants
Roger's Gardens Newport Beach's Roger's Gardens 401(k) Profit Sharing Plan reported $7M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 52nd 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.
- #5,246 in Retail Trade (8,414 peers)
What the 2023 filing shows
Roger's Gardens 401(k) Profit Sharing Plan holds $7M for 95 participants - about $77,885 per participant, above the median plan by assets.
- #5,246
- in Retail Trade (8,414 peers)
- -3.8%
- assets change YoY
The plan reported a net loss of $293K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Roger's Gardens 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
Roger's Gardens 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,399,058 Top 48% higher than 52% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Roger's Gardens 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roger's Gardens 401(k) Profit Sharing Plan is a small filing (95 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Roger's Gardens 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to -$293K in the plan year 2023 filing.
- Roger's Gardens 401(k) Profit Sharing Plan end-of-year assets fell from $8M in the plan year 2022 filing to $7M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 952832023 · Roger's Gardens Newport Beach PY 2023 · 401(k)
Roger's Gardens 401(k) Profit Sharing Plan · $7M · 95 · 52nd
- NET $7M
- NET 95
- NET 52nd
- NET 401(k)
- NET near Dousman Transport Co., Inc. 401(k) Plan
- NET ind #5246
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 Retail Trade retirement plans → · Plans in California →
Roger's Gardens 401(k) Profit Sharing Plan in the asset neighbourhood
Filing particulars (2023)
| Total Assets (Beginning of Year) | $8M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$293K |
| Employer EIN | 952832023 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roger's Gardens Newport Beach)
Sponsor-wide plan assets over time
All Roger's Gardens Newport Beach plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 4.8294702529199975% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $8M |
| 2023 | 1 | 95 | $7M |
| 2024 | 1 | 89 | $7M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $51.8B · 193,919
- Google LLC 401(k) Savings Plan $39.0B · 122,867
- Oracle Corporation 401(k) Savings and Investment Plan $26.3B · 63,105
- Intel 401(k) Savings Plan $22.2B · 59,863
- Apple 401(k) Plan $19.8B · 106,111
Roger's Gardens 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Dousman Transport Co., Inc. 401(k) Plan in WI ($7M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
- Dousman Transport Co., Inc. 401(k) Plan (WI) $7M · 404
- Gecko Robotics, Inc. 401(k) Plan (PA) $7M · 185
- Magna Health Systems, LLC 401(k) Plan (IL) $7M · 138
- Timberline Bancorporation 401(k) Plan (CO) $7M · 79
Similar participant headcount
Nearest other-state filings by covered participants (95 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.