401(k) · DOL Form 5500 · 2024

Polly Rogers Inc 401(k) Plan

Data updated 2026-08-25

$778K
Total assets Small plan by assets
2
Participants Small participant base
21st
Percentile by assets National rank
$389,024
Avg per participant High balance/head
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Official DOL plan name: Polly Rogers Inc 401(k) Profit Sharing Plan · Sponsored by Polly Rogers Inc · California · Real Estate

$778K in assets, 2 participants

Polly Rogers Inc's Polly Rogers Inc 401(k) Profit Sharing Plan reported $778K in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.

  • #1,701 in Real Estate (4,605 peers)

Polly Rogers Inc multi-year trail

Polly Rogers Inc's plans moved +79.3% in assets from 2022 to 2024; this filing shows Polly Rogers Inc 401(k) Profit Sharing Plan at $778K / 2 participants.

#1,701
in Real Estate (4,605 peers)
+72.2%
assets growth YoY

Polly Rogers Inc 401(k) Profit Sharing Plan among the smaller filed plans by assets

Polly Rogers Inc 401(k) Profit Sharing Plan vs every filed plan by assets

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

$778,047 21st percentile higher than 21% 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

Polly Rogers Inc 401(k) Profit Sharing 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. Polly Rogers Inc 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Polly Rogers Inc 401(k) Profit Sharing Plan reported net income rose from $18K in the plan year 2023 filing to $326K in the plan year 2024 filing.
  • Polly Rogers Inc 401(k) Profit Sharing Plan end-of-year assets rose from $452K in the plan year 2023 filing to $778K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 204044037 · Polly Rogers Inc PY 2024 · 401(k)

Polly Rogers Inc 401(k) Profit Sharing Plan · $778K · 2 · 21st

  • PHOTO $778K
  • PHOTO 2
  • PHOTO 21st
  • PHOTO 401(k)
  • PHOTO near Ruraljunction Brewind Company Inc 401(k) Profit Sharing Plan
  • PHOTO ind #1701

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 Real Estate retirement plans → · Plans in California →

Polly Rogers Inc 401(k) Profit Sharing Plan in the asset neighbourhood

Polly Rogers Inc 401(k) Profit Sharing PlanPolly Rogers Inc 401(k) Prof…$778KRuraljunction Brewind Company Inc 401(k) Profit Sharing PlanRuraljunction Brewind Compan…$778KCelebration, Inc. Partner Investment PlanCelebration, Inc. Partner In…$778KJames T Parma PC 401(k) Profit Sharing PlanJames T Parma PC 401(k) Prof…$778KHeritage Benefit Consultants, Inc. Retirement PlanHeritage Benefit Consultants…$778K
End-of-year total assets ($M) among Polly Rogers Inc 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Polly Rogers Inc multi-year asset trail

Sponsor-wide plan assets over time

All Polly Rogers Inc plans reported in each filing year

Latest sponsor-wide plan assets
$778K 79.29126618535938% vs 2022
2024 filing year
$0.2M$0.4M$0.6M$0.8M$1M 202220232024 $0.43M $0.78M ▲ +81.4%
Year Plans Participants Total Assets
2022 1 2 $434K
2023 1 2 $452K
2024 1 2 $778K

Polly Rogers Inc filing trail (2024)

Total Assets (Beginning of Year)$452K
Net Assets (End of Year)$778K
Net Income$326K
Employer EIN204044037
Plan Effective Date2014-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Polly Rogers Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Polly Rogers Inc 401(k) Profit Sharing Plan, Total assets ($B): 0.000778047 · Participants: 2Polly Rogers Inc 401(k) Profit Sharing PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Polly Rogers Inc 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Polly Rogers Inc 401(k) Profit Sharing Plan side-by-side with 3 peers →

Polly Rogers Inc 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Ruraljunction Brewind Company Inc 401(k) Profit Sharing Plan in CO ($778K); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Polly Rogers Inc 401(k) Profit Sharing Plan assets move in 2024? ▼
Polly Rogers Inc 401(k) Profit Sharing Plan surged - up 72.2% during 2024, from $452K to $778K. Reported net income was $326K.
How have Polly Rogers Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Polly Rogers Inc's sponsor-wide assets grew 79.3%, from $434K to $778K.
Where does Polly Rogers Inc 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Polly Rogers Inc 401(k) Profit Sharing Plan ranks in the 21st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Polly Rogers Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ruraljunction Brewind Company Inc 401(k) Profit Sharing Plan in CO ($778K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Polly Rogers Inc 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A 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 204044037.

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.