401(k) · DOL Form 5500 · 2024
Rogers, Lovelock & Fritz, Inc. 401(k) Plan
Data updated 2026-08-25
- $40M
- Total assets Below avg plan size
- 134
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $302,070
- Avg per participant High balance/head
Official DOL plan name: Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. · Sponsored by Rogers, Lovelock & Fritz, Inc. · Florida · Professional & Technical Services
$40M in assets, 134 participants
Rogers, Lovelock & Fritz, Inc.'s Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. reported $40M in total assets and 134 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.
- #16,568 in Professional & Technical Services (20,173 peers)
Coverage in Florida
Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. covers 134 participants in Florida, about 21% of the average Florida filer (state average ~628 per filing). Assets: $40M.
- #16,568
- in Professional & Technical Services (20,173 peers)
- -0.5%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $200K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc.'s outsized position by total assets
Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$40,477,373 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
Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. 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. Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. sits mid-pack in the medium band (134 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. reported net income fell from $4M in the plan year 2023 filing to -$200K in the plan year 2024 filing.
- Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. reported participants fell from 150 in the plan year 2023 filing to 134 in the plan year 2024 filing.
- Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. end-of-year assets fell from $41M in the plan year 2023 filing to $40M in the plan year 2024 filing.
DOL schedule card
Filing strip 591873834 · Rogers, Lovelock & Fritz, Inc. PY 2024 · 401(k)
Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. · $40M · 134 · 82nd
- PCT $40M
- PCT 134
- PCT 82nd
- PCT 401(k)
- PCT near Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C.
- PCT ind #16568
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 Florida →
Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc. in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | $41M |
|---|---|
| Net Assets (End of Year) | $40M |
| Net Income | -$200K |
| Employer EIN | 591873834 |
| Plan Effective Date | 1981-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rogers, Lovelock & Fritz, Inc.)
Sponsor-wide plan assets over time
All Rogers, Lovelock & Fritz, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $40M 11.440411796843279% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 139 | $36M |
| 2023 | 1 | 150 | $41M |
| 2024 | 1 | 134 | $40M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Profit Sharing Plan for the Employees of Rogers, Lovelock & Fritz, Inc.'s out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. in MI ($40M); by covered participants it is Whalar 401(k) Plan in NY (134 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($40M here).
- Profit Sharing and Retirement Plan of Smith Haughey, Rice and Roegge, P.C. (MI) $40M · 108
- Marquette Associates, Inc. Employees' Savings & Retirement Plan (IL) $40M · 133
- Bodensteiner Implement Company Retirement Savings Plan (IA) $40M · 250
- Teaching Strategies, LLC Profit Sharing Plan (DC) $40M · 410
Similar participant headcount
Nearest other-state filings by covered participants (134 participants); asset peers above are excluded.
- Whalar 401(k) Plan (NY) 134 · 0 off
- Consumertrack, Inc. 401(k) Profit Sharing Plan (CA) 134 · 0 off
- Ark Contracting Services LLC 401(k) Profit Sharing Plan and Trust (TX) 134 · 0 off
- Hope Hospice 403(b) Tax Deferred Annuity Plan (TX) 134 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.