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
PlainRetire home → About this data RSS: change history

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

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

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.

See the national 2023→2024 release diff →

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

S.W. Rodgers Co., Inc. 401(k)/Profit Sharing PlanS.W. Rodgers Co., Inc. 401(k…$41MKhan Academy, Inc. 401(k) Safe Harbor PlanKhan Academy, Inc. 401(k) Sa…$41MAtlas Technologies, Inc. 401(k) Profit Sharing PlanAtlas Technologies, Inc. 401…$41MPrime Healthcare, PC 401(k) PlanPrime Healthcare, PC 401(k) …$41MAuditboard, Inc. 401(k) Plan$41M
End-of-year total assets ($M) among S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$41M
Net Income$2M
Employer EIN541141778
Plan Effective Date1984-12-31
Filing StatusFILING 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
$30M$35M$40M$45M 202220232024 $33.1M $41.4M ▲ +25.0%
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.

S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan, Total assets ($B): 0.041355141 · Participants: 204S.W. Rodgers Co., Inc. 401(k)/Profit Sharing PlanNorthrop Grumman Savings Plan, Total assets ($B): 39.473777135 · Participants: 104719Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 16.840459887 · Participants: 62869401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 12.395006194 · Participants: 49414General Dynamics Corporation 401(k) Plan 6.0Capital One Financial Corporation Associate Savings Plan, Total assets ($B): 12.04952818 · Participants: 44933Capital One Financial Corporation Associate Savings PlanLeidos, Inc. Retirement Plan, Total assets ($B): 11.790942581 · Participants: 29734Leidos, Inc. Retirement Plan
S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan vs. nearby 401(k) plans in Virginia, assets vs. participants

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).

Similar participant headcount

Nearest other-state filings by covered participants (204 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 S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan assets move in 2024?
S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan grew at a solid clip - up 6.2% during 2024, from $39M to $41M. Reported net income was $2M.
How have S.W. Rodgers Company, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), S.W. Rodgers Company, Inc.'s sponsor-wide assets grew 25.0%, from $33M to $41M.
Where does S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan rank by assets among Form 5500 filers?
S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Khan Academy, Inc. 401(k) Safe Harbor Plan in CA ($41M, 226 participants).
Which 401(k) plans cover a similar participant headcount to S.W. Rodgers Co., Inc. 401(k)/Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Nappi Distributors, Inc. 401(k) Plan in ME (204 participants, $19M in assets).