Profit Sharing · DOL Form 5500 · 2024

James E. Rodgers and Company, P.C. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets: 9
Participants Small participant base: 25th
Percentile by assets National rank: $145,274
Avg per participant Above avg balance/head

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Official DOL plan name: James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust · Sponsored by James E. Rodgers and Company, P.C. · Texas · Professional & Technical Services

$1M in assets, 9 participants

James E. Rodgers and Company, P.C.'s James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust reported $1M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 25th 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.

#4,166 in Professional & Technical Services (20,173 peers)

James E. Rodgers and Company, P.C. multi-year trail

James E. Rodgers and Company, P.C.'s plans moved +26.6% in assets from 2022 to 2024; this filing shows James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust at $1M / 9 participants.

#4,166
in Professional & Technical Services (20,173 peers): +9.1%
assets growth YoY

James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust among the smaller filed plans by assets

James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust vs every filed plan by assets

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

$1,307,465 25th percentile higher than 25% 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

James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust is a micro filing (9 participants), the leftmost band.

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust reported net income fell from $166K in the plan year 2023 filing to $107K in the plan year 2024 filing.
James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust reported participants fell from 10 in the plan year 2023 filing to 9 in the plan year 2024 filing.
James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust end-of-year assets rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 751540745 · James E. Rodgers and Company, P.C. PY 2024 · Profit Sharing

James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust · $1M · 9 · 25th

SCH $1M
EBSA 9
PART 25th
TYPE Profit Sharing
NET near Palmetto Reality Corporation 401(k) Trust
BOOK ind #4166

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 Texas →

End-of-year total assets ($M) among James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

James E. Rodgers and Company, P.C. multi-year asset trail

Latest sponsor-wide plan assets: $1M 26.612843873226886% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	10	$1M
2023	1	10	$1M
2024	1	9	$1M

James E. Rodgers and Company, P.C. filing trail (2024)

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$1M
Net Income	$107K
Employer EIN	751540745
Plan Effective Date	1982-01-01
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust vs. nearby Profit Sharing plans in Texas, assets vs. participants

Baylor College of Medicine Retirement Plan $2.0B · 10,721
H-E-B Partner Stock Plan $1.6B · 103,962
The Defined Contribution Plan of the Methodist Hospital $1.1B · 31,848
American Heart Association, Inc. Qualified Retirement Plan $514M · 3,779
Haynes and Boone Investment Directed Profit Sharing Plan $310M · 1,069

Compare James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust side-by-side with 3 peers →

James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust's out-of-state Profit Sharing peers by assets and headcount

Outside Texas, the nearest Profit Sharing by assets is Palmetto Reality Corporation 401(k) Trust in AZ ($1M); by covered participants it is Mab Financial Services, Inc. Retirement Plan in MD (9 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Palmetto Reality Corporation 401(k) Trust (AZ) $1M · 10
Yuma Primary Care, PLLC Profit Sharing Plan (AZ) $1M · 7
Kt Bommar Ventures, Inc. Retirement Plan (OH) $1M · 7
Ortman Group Inc. Retirement Plan (AZ) $1M · 1

Similar participant headcount

Nearest other-state filings by covered participants (9 participants); asset peers above are excluded.

Mab Financial Services, Inc. Retirement Plan (MD) 9 · 0 off
Asset Strategies Int'l, Inc Profit Sharing Plan (MD) 9 · 0 off
Loberg & Loberg Profit Sharing Plan (WI) 9 · 0 off
Leib Associates, Inc. Profit Sharing Plan (GA) 9 · 0 off

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 James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust assets move in 2024? ▼

James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust grew at a solid clip - up 9.1% during 2024, from $1M to $1M. Reported net income was $107K.

How have James E. Rodgers and Company, P.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), James E. Rodgers and Company, P.C.'s sponsor-wide assets grew 26.6%, from $1M to $1M.

Where does James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust rank by assets among Form 5500 filers? ▼

James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust ranks in the 25th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the lower half of filed plans by assets).

Which Profit Sharing plans are similar in size to James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust? ▼

Among Profit Sharing plans in other states, the closest by assets is Palmetto Reality Corporation 401(k) Trust in AZ ($1M, 10 participants).

Which Profit Sharing plans cover a similar participant headcount to James E Rodgers and Company, P.C. Employees Profit Sharing Plan and Trust? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Mab Financial Services, Inc. Retirement Plan in MD (9 participants, $3M 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 751540745.