401(k) · DOL Form 5500 · 2024

Richard L. Rogers, D.D.S., P.a. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
30th
Percentile by assets National rank
$262,045
Avg per participant Above avg balance/head
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Official DOL plan name: Richard L. Rogers, D.D.S., P.a. Retirement Income Plan · Sponsored by Richard L. Rogers, D.D.S., P.a. · Maryland · Healthcare & Social Assistance

$2M in assets, 8 participants

Richard L. Rogers, D.D.S., P.a.'s Richard L. Rogers, D.D.S., P.a. Retirement Income Plan reported $2M in total assets and 8 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,775 in Healthcare & Social Assistance (16,916 peers)

2024 asset change

Richard L. Rogers, D.D.S., P.a. Retirement Income Plan declined sharply 21.5% in 2024 ($3M → $2M) for 8 participants.

#4,775
in Healthcare & Social Assistance (16,916 peers)
-21.5%
assets change YoY

The plan reported a net loss of $575K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Richard L. Rogers, D.D.S., P.a. Retirement Income Plan among the smaller filed plans by assets

Richard L. Rogers, D.D.S., P.a. Retirement Income Plan vs every filed plan by assets

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

$2,096,357 30th percentile higher than 30% 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

Richard L. Rogers, D.D.S., P.a. Retirement Income Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Richard L. Rogers, D.D.S., P.a. Retirement Income Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Richard L. Rogers, D.D.S., P.a. Retirement Income Plan reported net income fell from $482K in the plan year 2023 filing to -$575K in the plan year 2024 filing.
  • Richard L. Rogers, D.D.S., P.a. Retirement Income Plan end-of-year assets fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Richard L. Rogers, D.D.S., P.a. Retirement Income Plan reported participants rose from 7 in the plan year 2023 filing to 8 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 521906109 · Richard L. Rogers, D.D.S., P.a. PY 2024 · 401(k)

Richard L. Rogers, D.D.S., P.a. Retirement Income Plan · $2M · 8 · 30th

  • 5500 $2M
  • ASSETS 8
  • PCT 30th
  • EIN 401(k)
  • RANK near Aspen Infusion 401(k) Plan
  • PHOTO ind #4775

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 Healthcare & Social Assistance retirement plans → · Plans in Maryland →

Richard L. Rogers, D.D.S., P.a. Retirement Income Plan in the asset neighbourhood

Richard L. Rogers, D.D.S., P.a. Retirement Income PlanRichard L. Rogers, D.D.S., P…$2MAspen Infusion 401(k) Plan$2MCarbyne Ventures Retirement PlanCarbyne Ventures Retirement …$2MPdx Refinishers 401(k)$2MThird Man Records, LLC 401(k) PlanThird Man Records, LLC 401(k…$2M
End-of-year total assets ($M) among Richard L. Rogers, D.D.S., P.a. Retirement Income Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Richard L. Rogers, D.D.S., P.a. years around the 2024 move

Sponsor-wide plan assets over time

All Richard L. Rogers, D.D.S., P.a. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 4.226737479298726% vs 2022
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 202220232024 $2.19M $2.1M ▼ -4.1%
Year Plans Participants Total Assets
2022 1 8 $2M
2023 1 7 $3M
2024 1 8 $2M

2024 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$575K
Employer EIN521906109
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Maryland

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

Richard L. Rogers, D.D.S., P.a. Retirement Income Plan vs. nearby 401(k) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Richard L. Rogers, D.D.S., P.a. Retirement Income Plan, Total assets ($B): 0.002096357 · Participants: 8Richard L. Rogers, D.D.S., P.a. Retirement Income PlanLockheed Martin Corporation Salaried Savings Plan, Total assets ($B): 51.448624264 · Participants: 96812Lockheed Martin Corporation Salaried Savings PlanMarriott Retirement Savings Plan, Total assets ($B): 11.712016434 · Participants: 101417Marriott Retirement Savings PlanT. Rowe Price U.S. Retirement Program, Total assets ($B): 4.948487009 · Participants: 6639T. Rowe Price U.S. Retirement ProgramNfl Player Second Career Savings Plan, Total assets ($B): 4.08462816 · Participants: 2771Nfl Player Second Career Savings PlanLockheed Martin Corporation Performance Sharing Plan for Bargaining Employees, Total assets ($B): 2.987191008 · Participants: 18370Lockheed Martin Corporation Performance Sharing Plan for Bargaining Employees
Richard L. Rogers, D.D.S., P.a. Retirement Income Plan vs. nearby 401(k) plans in Maryland, assets vs. participants
Compare Richard L. Rogers, D.D.S., P.a. Retirement Income Plan side-by-side with 3 peers →

Richard L. Rogers, D.D.S., P.a. Retirement Income Plan's out-of-state 401(k) peers by assets and headcount

Outside Maryland, the nearest 401(k) by assets is Aspen Infusion 401(k) Plan in AZ ($2M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Richard L. Rogers, D.D.S., P.a. Retirement Income Plan assets move in 2024? ▼
Richard L. Rogers, D.D.S., P.a. Retirement Income Plan declined sharply - down 21.5% during 2024, from $3M to $2M. Reported net income was -$575K.
How have Richard L. Rogers, D.D.S., P.a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Richard L. Rogers, D.D.S., P.a.'s sponsor-wide assets declined 4.2%, from $2M to $2M.
Which 401(k) plans are similar in size to Richard L. Rogers, D.D.S., P.a. Retirement Income Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aspen Infusion 401(k) Plan in AZ ($2M, 114 participants).
Which 401(k) plans cover a similar participant headcount to Richard L. Rogers, D.D.S., P.a. Retirement Income Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K 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 521906109.

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.