401(k) · DOL Form 5500 · 2024
Rogers Group, Inc. 401(k) Plan
Data updated 2026-08-25
- $206M
- Total assets Near avg plan size
- 2,822
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $72,964
- Avg per participant Below avg balance/head
Official DOL plan name: Rogers Group, Inc.& Affiliates Retirement Savings Plan · Sponsored by Rogers Group, Inc. · Tennessee · Mining & Oil Extraction
$206M in assets, 2,822 participants
Rogers Group, Inc.'s Rogers Group, Inc.& Affiliates Retirement Savings Plan reported $206M in total assets and 2,822 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.
- #698 in Mining & Oil Extraction (785 peers)
Coverage in Tennessee
Rogers Group, Inc.& Affiliates Retirement Savings Plan covers 2,822 participants in Tennessee, 2.5x the typical Tennessee plan (state average ~1,126 per filing). Assets: $206M.
- #698
- in Mining & Oil Extraction (785 peers)
- +14.8%
- assets growth YoY
- 2.1×
- vs typical plan assets (national mean)
Rogers Group, Inc.& Affiliates Retirement Savings Plan's outsized position by total assets
Rogers Group, Inc.& Affiliates Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$205,903,017 Top 6% higher than 94% 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 Group, Inc.& Affiliates Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rogers Group, Inc.& Affiliates Retirement Savings Plan lands in the large band (2,822 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rogers Group, Inc.& Affiliates Retirement Savings Plan end-of-year assets rose from $179M in the plan year 2023 filing to $206M in the plan year 2024 filing.
- Rogers Group, Inc.& Affiliates Retirement Savings Plan reported net income rose from $25M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Rogers Group, Inc.& Affiliates Retirement Savings Plan reported participants rose from 2,761 in the plan year 2023 filing to 2,822 in the plan year 2024 filing.
DOL schedule card
Filing strip 351418333 · Rogers Group, Inc. PY 2024 · 401(k)
Rogers Group, Inc.& Affiliates Retirement Savings Plan · $206M · 2,822 · 94th
- TYPE $206M
- TYPE 2,822
- TYPE 94th
- TYPE 401(k)
- TYPE near Data Recognition Corporation Employees' Benefits Plan and Trust
- TYPE ind #698
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 Mining & Oil Extraction retirement plans → · Plans in Tennessee →
Rogers Group, Inc.& Affiliates Retirement Savings Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $179M |
|---|---|
| Net Assets (End of Year) | $206M |
| Net Income | $26M |
| Employer EIN | 351418333 |
| Plan Effective Date | 1990-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rogers Group, Inc.)
Sponsor-wide plan assets over time
All Rogers Group, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $206M 33.4806770297454% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,680 | $154M |
| 2023 | 1 | 2,761 | $179M |
| 2024 | 1 | 2,822 | $206M |
Nearby 401(k) Plans in Tennessee
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Retirement Savings Plan $25.4B · 113,079
- Hca 401(k) Plan $23.8B · 307,086
- Federal Express Corporation Pilots Retirement Savings Plan $5.3B · 5,830
- International Paper Company Salaried Savings Plan $5.0B · 12,564
- Chs/Community Health Systems, Inc. Retirement Savings Plan $4.8B · 59,441
Rogers Group, Inc.& Affiliates Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Tennessee, the nearest 401(k) by assets is Data Recognition Corporation Employees' Benefits Plan and Trust in MN ($206M); by covered participants it is The 401(k) Plan in MN (2,822 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($206M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,822 participants); asset peers above are excluded.
- The 401(k) Plan (MN) 2,822 · 0 off
- Coca Cola Beverages Northeast, Inc. Incentive Savings Plan (NH) 2,821 · 1 off
- Cano Health 401(k) Plan (FL) 2,823 · 1 off
- Clark Group Retirement Plan (MD) 2,820 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.