401(k) · DOL Form 5500 · 2024
S.W. Rodgers Company, Inc. 401(k) Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 204
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $202,721
- Avg per participant Above avg balance/head
Official DOL plan name: S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan · Sponsored by S.W. Rodgers Company, Inc. · Virginia · Construction
$41M in assets, 204 participants
S.W. Rodgers Company, Inc.'s S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan reported $41M in total assets and 204 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.
- #7,256 in Construction (9,039 peers)
Coverage in Virginia
S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan covers 204 participants in Virginia, about 26% of the average Virginia filer (state average ~782 per filing). Assets: $41M.
- #7,256
- in Construction (9,039 peers)
- +6.2%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan's outsized position by total assets
S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,355,141 Top 18% higher than 82% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan sits mid-pack in the medium band (204 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan reported net income fell from $6M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan reported participants fell from 235 in the plan year 2023 filing to 204 in the plan year 2024 filing.
- S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan end-of-year assets rose from $39M in the plan year 2023 filing to $41M in the plan year 2024 filing.
DOL schedule card
Filing strip 541141778 · S.W. Rodgers Company, Inc. PY 2024 · 401(k)
S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan · $41M · 204 · 82nd
- PART $41M
- PART 204
- PART 82nd
- PART 401(k)
- PART near Khan Academy, Inc. 401(k) Safe Harbor Plan
- PART ind #7256
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 Construction retirement plans → · Plans in Virginia →
S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $39M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $2M |
| Employer EIN | 541141778 |
| Plan Effective Date | 1984-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (S.W. Rodgers Company, Inc.)
Sponsor-wide plan assets over time
All S.W. Rodgers Company, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 24.9779003983776% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 234 | $33M |
| 2023 | 1 | 235 | $39M |
| 2024 | 1 | 204 | $41M |
Nearby 401(k) Plans in Virginia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Savings Plan $39.5B · 104,719
- 401(k) Pension Plan $16.8B · 62,869
- General Dynamics Corporation 401(k) Plan 6.0 $12.4B · 49,414
- Capital One Financial Corporation Associate Savings Plan $12.0B · 44,933
- Leidos, Inc. Retirement Plan $11.8B · 29,734
S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Virginia, the nearest 401(k) by assets is Khan Academy, Inc. 401(k) Safe Harbor Plan in CA ($41M); by covered participants it is Nappi Distributors, Inc. 401(k) Plan in ME (204 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($41M here).
- Khan Academy, Inc. 401(k) Safe Harbor Plan (CA) $41M · 226
- Atlas Technologies, Inc. 401(k) Profit Sharing Plan (SC) $41M · 303
- Prime Healthcare, PC 401(k) Plan (CT) $41M · 222
- Auditboard, Inc. 401(k) Plan (CA) $41M · 642
Similar participant headcount
Nearest other-state filings by covered participants (204 participants); asset peers above are excluded.
- Nappi Distributors, Inc. 401(k) Plan (ME) 204 · 0 off
- The Baltimore Life 401(k) Benefit Plan (MD) 204 · 0 off
- Teracom Services, LLC 401(k) Plan (AZ) 204 · 0 off
- Mikart 401(k) Plan (GA) 204 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.