401(k) · DOL Form 5500 · 2024
T Gary & Kathleen Rogers Private Family Foundation 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 30th
- Percentile by assets National rank
- $231,682
- Avg per participant Above avg balance/head
Official DOL plan name: Rogers Private Family Foundation 401(k) Plan · Sponsored by T Gary & Kathleen Rogers Private Family Foundation · California · Educational Services
$2M in assets, 9 participants
T Gary & Kathleen Rogers Private Family Foundation's Rogers Private Family Foundation 401(k) Plan reported $2M in total assets and 9 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.
- #667 in Educational Services (3,638 peers)
2024 asset change
Rogers Private Family Foundation 401(k) Plan pulled back noticeably 14.6% in 2024 ($2M → $2M) for 9 participants.
- #667
- in Educational Services (3,638 peers)
- -14.6%
- assets change YoY
The plan reported a net loss of $356K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rogers Private Family Foundation 401(k) Plan among the smaller filed plans by assets
Rogers Private Family Foundation 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$2,085,137 30th percentile higher than 30% 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
Rogers Private Family Foundation 401(k) 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. Rogers Private Family Foundation 401(k) Plan is a micro filing (9 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rogers Private Family Foundation 401(k) Plan reported net income fell from $352K in the plan year 2023 filing to -$356K in the plan year 2024 filing.
- Rogers Private Family Foundation 401(k) Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 651202020 · T Gary & Kathleen Rogers Private Family Foundation PY 2024 · 401(k)
Rogers Private Family Foundation 401(k) Plan · $2M · 9 · 30th
- 5500 $2M
- ASSETS 9
- PCT 30th
- EIN 401(k)
- RANK near Architectural Heritage Foundation, Inc. Profit Sharing & 401(k) Plan
- PHOTO ind #667
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 Educational Services retirement plans → · Plans in California →
Rogers Private Family Foundation 401(k) Plan in the asset neighbourhood
T Gary & Kathleen Rogers Private Family Foundation years around the 2024 move
Sponsor-wide plan assets over time
All T Gary & Kathleen Rogers Private Family Foundation plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 0.1796170117224994% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 9 | $2M |
| 2023 | 1 | 9 | $2M |
| 2024 | 1 | 9 | $2M |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$356K |
| Employer EIN | 651202020 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Google LLC 401(k) Savings Plan $48.7B · 116,712
- Oracle Corporation 401(k) Savings and Investment Plan $31.0B · 58,962
- Intel 401(k) Savings Plan $24.9B · 55,298
- Apple 401(k) Plan $24.7B · 101,450
- Cisco Systems,Inc. 401(k) Plan $22.7B · 40,452
Rogers Private Family Foundation 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Architectural Heritage Foundation, Inc. Profit Sharing & 401(k) Plan in MA ($2M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 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 (9 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.