401(k) · DOL Form 5500 · 2024

Warren Rogers Associates LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
40
Participants Small participant base
51st
Percentile by assets National rank
$197,433
Avg per participant Above avg balance/head
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Official DOL plan name: Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Warren Rogers Associates LLC · Florida · Professional & Technical Services

$8M in assets, 40 participants

Warren Rogers Associates LLC's Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust reported $8M in total assets and 40 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.

  • #9,856 in Professional & Technical Services (20,173 peers)

Warren Rogers Associates LLC multi-year trail

Warren Rogers Associates LLC's plans moved +53.1% in assets from 2022 to 2024; this filing shows Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust at $8M / 40 participants.

#9,856
in Professional & Technical Services (20,173 peers)
+22.0%
assets growth YoY

Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,897,321 Top 49% higher than 51% of 123,620 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 2024

Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 36 in the plan year 2023 filing to 40 in the plan year 2024 filing.
  • Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 814149768 · Warren Rogers Associates LLC PY 2024 · 401(k)

Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust · $8M · 40 · 51st

  • VS-ST $8M
  • VS-ST 40
  • VS-ST 51st
  • VS-ST 401(k)
  • VS-ST near Wilson and Hendrickson Orthodontics, Dds, P.a. Retirement Plan
  • VS-ST ind #9856

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 Florida →

Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Warren Rogers Associates LLC 401(k) Profit Sharing Plan & TrustWarren Rogers Associates LLC…$8MWilson and Hendrickson Orthodontics, Dds, P.a. Retirement PlanWilson and Hendrickson Ortho…$8MTwo Sigma Insurance Quantified, LP (Dba Insurance Quantified) 401(k) PlanTwo Sigma Insurance Quantifi…$8MAvoya Travel 401(k) Plan$8MSteren Companies Profit Sharing PlanSteren Companies Profit Shar…$8M
End-of-year total assets ($M) among Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Warren Rogers Associates LLC multi-year asset trail

Sponsor-wide plan assets over time

All Warren Rogers Associates LLC plans reported in each filing year

Latest sponsor-wide plan assets
$8M 53.10496540495752% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.16M $7.9M ▲ +53.1%
Year Plans Participants Total Assets
2022 1 35 $5M
2023 1 36 $6M
2024 1 40 $8M

Warren Rogers Associates LLC filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN814149768
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Florida

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

Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.007897321 · Participants: 40Warren Rogers Associates LLC 401(k) Profit Sharing Plan & TrustL3harris Retirement Savings Plan, Total assets ($B): 16.316786122 · Participants: 40330L3harris Retirement Savings PlanSavings Plan for Employees and Partners of Pwc, Total assets ($B): 13.167098888 · Participants: 51081Savings Plan for Employees and Partners of PwcAdp Totalsource Retirement Savings Plan, Total assets ($B): 9.190044852 · Participants: 310261Adp Totalsource Retirement Savings PlanPublix Super Markets, Inc. 401(k) Smart Plan, Total assets ($B): 8.068866271 · Participants: 197102Publix Super Markets, Inc. 401(k) Smart PlanNextera Energy, Inc. Employee Retirement Savings Plan, Total assets ($B): 5.484619612 · Participants: 16678Nextera Energy, Inc. Employee Retirement Savings Plan
Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Florida, assets vs. participants
Compare Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

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

Outside Florida, the nearest 401(k) by assets is Wilson and Hendrickson Orthodontics, Dds, P.a. Retirement Plan in KS ($8M); by covered participants it is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust assets move in 2024? ▼
Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust grew sharply - up 22.0% during 2024, from $6M to $8M. Reported net income was $1M.
How have Warren Rogers Associates LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Warren Rogers Associates LLC's sponsor-wide assets grew 53.1%, from $5M to $8M.
Which 401(k) plans are similar in size to Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Wilson and Hendrickson Orthodontics, Dds, P.a. Retirement Plan in KS ($8M, 24 participants).
Which 401(k) plans cover a similar participant headcount to Warren Rogers Associates LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Sri Technologies, Inc. Retirement Savings Plan in IL (40 participants, $982K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 814149768.

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.