Profit Sharing · DOL Form 5500 · 2023
Rogerson Communities Profit Sharing Plan
Data updated 2026-08-11
- $10M
- Total assets
- 199
- Participants
- 58th
- Percentile by assets
- $49,832
- Avg per participant
Official DOL plan name: Rogerson Communities Retirement Savings Plan · Sponsored by Rogerson Communities · Massachusetts · Other Services
$10M in assets, 199 participants
Rogerson Communities's Rogerson Communities Retirement Savings Plan reported $10M in total assets and 199 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.
- 58th percentile by assets (of 127,072 plans)
- #5,988 in Other Services (7,857 peers)
Coverage in Massachusetts
Rogerson Communities Retirement Savings Plan covers 199 participants in Massachusetts, about 30% of the average Massachusetts filer (state average ~659 per filing). Assets: $10M.
- $10M
- total plan assets (2023 EOY)
- 199
- covered participants
- 58th
- percentile by assets (of 127,072 plans)
- $49,832
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Rogerson Communities Retirement Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $692K in the plan year 2023 filing.
- Rogerson Communities Retirement Savings Plan end-of-year assets rose from $9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
- Rogerson Communities Retirement Savings Plan reported participants fell from 206 in the plan year 2022 filing to 199 in the plan year 2023 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Rogerson Communities Retirement Savings Plan reports 199 participants - about 30% of that state average ($10M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | $692K |
| Employer EIN | 042104319 |
| Plan Effective Date | 1987-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rogerson Communities)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 206 | $9M |
| 2023 | 1 | 199 | $10M |
| 2024 | 1 | 298 | $11M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Rogerson Communities Retirement Savings Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $14.9B · 74,212
- Demoulas (Restated) Profit Sharing Plan & Trust $1.0B · 12,622
- Dana-Farber Cancer Institute Retirement Plan $788M · 4,630
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $679M · 6,360
- Sheet Metal Workers Local 17 Annuity Income Fund $617M · 2,868
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Rogerson Communities Retirement Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Rogerson Communities Retirement Savings Plan assets move in 2023? ▼
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Filing takeaways
Ways to act on Rogerson Communities Retirement Savings Plan's numbers.
- By total assets, Rogerson Communities Retirement Savings Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Massachusetts. Compare plans
- Rogerson Communities's sponsor-wide assets have grown 17.1% since 2022 across 3 plan years on file. More Other Services plans