Profit Sharing · DOL Form 5500 · 2023

Linda Rogers & Associates Profit Sharing Plan

Data updated 2026-08-25

$936K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$468,086
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Linda Rogers & Associates 401(k) Plan · Sponsored by Linda Rogers & Associates · California · Professional & Technical Services

$936K in assets, 2 participants

Linda Rogers & Associates's Linda Rogers & Associates 401(k) Plan reported $936K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,687 in Professional & Technical Services (20,321 peers)

Linda Rogers & Associates multi-year trail

Linda Rogers & Associates's plans moved +37.8% in assets from 2022 to 2024; this filing shows Linda Rogers & Associates 401(k) Plan at $936K / 2 participants.

#3,687
in Professional & Technical Services (20,321 peers)
+17.4%
assets growth YoY

Linda Rogers & Associates 401(k) Plan among the smaller filed plans by assets

Linda Rogers & Associates 401(k) Plan vs every filed plan by assets

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

$936,171 23rd percentile higher than 23% 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

Linda Rogers & Associates 401(k) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Linda Rogers & Associates 401(k) Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Linda Rogers & Associates 401(k) Plan reported net income rose from -$109K in the plan year 2022 filing to $138K in the plan year 2023 filing.
  • Linda Rogers & Associates 401(k) Plan end-of-year assets rose from $798K in the plan year 2022 filing to $936K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330619022 · Linda Rogers & Associates PY 2023 · Profit Sharing

Linda Rogers & Associates 401(k) Plan · $936K · 2 · 23rd

  • VS-ST $936K
  • BOY 2
  • SCH 23rd
  • EBSA Profit Sharing
  • PART near Dun-Rite Die & Stamping, Inc. Profit Sharing Plan & Trust
  • TYPE ind #3687

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 California →

Linda Rogers & Associates 401(k) Plan in the asset neighbourhood

Linda Rogers & Associates 401(k) PlanLinda Rogers & Associates 40…$936KDun-Rite Die & Stamping, Inc. Profit Sharing Plan & TrustDun-Rite Die & Stamping, Inc…$936KPaughco, Inc. Profit Sharing PlanPaughco, Inc. Profit Sharing…$935KWarren Stuckmeyer Insurance Profit Sharing PlanWarren Stuckmeyer Insurance …$935KMavagi Enterprises Retirement PlanMavagi Enterprises Retiremen…$935K
End-of-year total assets ($M) among Linda Rogers & Associates 401(k) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Linda Rogers & Associates multi-year asset trail

Sponsor-wide plan assets over time

All Linda Rogers & Associates plans reported in each filing year

Latest sponsor-wide plan assets
$1M 37.83337574635426% vs 2022
2024 filing year
$0.7M$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.8M $1.1M ▲ +37.5%
Year Plans Participants Total Assets
2022 1 2 $798K
2023 1 2 $936K
2024 1 2 $1M

Linda Rogers & Associates filing trail (2023)

Total Assets (Beginning of Year)$798K
Net Assets (End of Year)$936K
Net Income$138K
Employer EIN330619022
Plan Effective Date2016-09-30
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Linda Rogers & Associates 401(k) Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Linda Rogers & Associates 401(k) Plan, Total assets ($B): 0.000936171 · Participants: 2Linda Rogers & Associates 401(k) PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Linda Rogers & Associates 401(k) Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Linda Rogers & Associates 401(k) Plan side-by-side with 3 peers →

Linda Rogers & Associates 401(k) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Dun-Rite Die & Stamping, Inc. Profit Sharing Plan & Trust in OH ($936K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Linda Rogers & Associates 401(k) Plan assets move in 2023? ▼
Linda Rogers & Associates 401(k) Plan grew sharply - up 17.4% during 2023, from $798K to $936K. Reported net income was $138K.
How have Linda Rogers & Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Linda Rogers & Associates's sponsor-wide assets grew 37.8%, from $798K to $1M.
Where does Linda Rogers & Associates 401(k) Plan rank by assets among Form 5500 filers? ▼
Linda Rogers & Associates 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Linda Rogers & Associates 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dun-Rite Die & Stamping, Inc. Profit Sharing Plan & Trust in OH ($936K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Linda Rogers & Associates 401(k) Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 330619022.

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.