401(k) · DOL Form 5500 · 2024

Rogers & Brown Custom Brokers, Inc 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
125
Participants Small participant base
56th
Percentile by assets National rank
$82,673
Avg per participant Below avg balance/head
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Official DOL plan name: The Rogers & Brown Profit Sharing 401(k) Plan · Sponsored by Rogers & Brown Custom Brokers, Inc · South Carolina · Transportation & Warehousing

$10M in assets, 125 participants

Rogers & Brown Custom Brokers, Inc's The Rogers & Brown Profit Sharing 401(k) Plan reported $10M in total assets and 125 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.

  • #1,903 in Transportation & Warehousing (3,299 peers)

Coverage in South Carolina

The Rogers & Brown Profit Sharing 401(k) Plan covers 125 participants in South Carolina, about 34% of the average South Carolina filer (state average ~369 per filing). Assets: $10M.

#1,903
in Transportation & Warehousing (3,299 peers)
+3.2%
assets growth YoY

The Rogers & Brown Profit Sharing 401(k) Plan's mid-pack asset rank among Transportation & Warehousing and all filers

The Rogers & Brown Profit Sharing 401(k) Plan vs every filed plan by assets

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

$10,334,087 Top 44% higher than 56% 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

The Rogers & Brown Profit Sharing 401(k) Plan 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. The Rogers & Brown Profit Sharing 401(k) Plan sits mid-pack in the medium band (125 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Rogers & Brown Profit Sharing 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $323K in the plan year 2024 filing.
  • The Rogers & Brown Profit Sharing 401(k) Plan reported participants fell from 130 in the plan year 2023 filing to 125 in the plan year 2024 filing.
  • The Rogers & Brown Profit Sharing 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $10M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 570507147 · Rogers & Brown Custom Brokers, Inc PY 2024 · 401(k)

The Rogers & Brown Profit Sharing 401(k) Plan · $10M · 125 · 56th

  • BOY $10M
  • SCH 125
  • EBSA 56th
  • PART 401(k)
  • TYPE near Goldman Gruder & Woods, LLC 401(k) Profit Sharing Plan
  • NET ind #1903

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 Transportation & Warehousing retirement plans → · Plans in South Carolina →

The Rogers & Brown Profit Sharing 401(k) Plan in the asset neighbourhood

Css, LLC 401(k) Retirement PlanCss, LLC 401(k) Retirement P…$10MGamber-Johnson, LLC 401(k) PlanGamber-Johnson, LLC 401(k) P…$10MThe Rogers & Brown Profit Sharing 401(k) PlanThe Rogers & Brown Profit Sh…$10MGoldman Gruder & Woods, LLC 401(k) Profit Sharing PlanGoldman Gruder & Woods, LLC …$10MSaatva Retirement Plan and TrustSaatva Retirement Plan and T…$10M
End-of-year total assets ($M) among The Rogers & Brown Profit Sharing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

South Carolina filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$323K
Employer EIN570507147
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rogers & Brown Custom Brokers, Inc)

Sponsor-wide plan assets over time

All Rogers & Brown Custom Brokers, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$10M 16.790261306686% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M$10.5M 202220232024 $8.85M $10.3M ▲ +16.7%
Year Plans Participants Total Assets
2022 1 114 $9M
2023 1 130 $10M
2024 1 125 $10M

Nearby 401(k) Plans in South Carolina

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

The Rogers & Brown Profit Sharing 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -1012345 Total assets ($B) Participants The Rogers & Brown Profit Sharing 401(k) Plan, Total assets ($B): 0.010334087 · Participants: 125The Rogers & Brown Profit Sharing 401(k) PlanMichelin 401(k) Savings Plan, Total assets ($B): 4.477517422 · Participants: 15095Michelin 401(k) Savings PlanThe Savannah River Nuclear Solutions, LLC Defined Contribution Plan, Total assets ($B): 2.829914985 · Participants: 9296The Savannah River Nuclear Solutions, LLC Defined Contribution PlanSonoco Retirement & Savings Plan, Total assets ($B): 1.663698617 · Participants: 11813Sonoco Retirement & Savings PlanBlue Cross Blue Shield of Sc Employee Savings and Salary Reduction Plan, Total assets ($B): 1.460862801 · Participants: 11878Blue Cross Blue Shield of Sc Employee Savings and Salary Reduction PlanThe Milliken Retirement Plan, Total assets ($B): 1.350798497 · Participants: 5733The Milliken Retirement Plan
The Rogers & Brown Profit Sharing 401(k) Plan vs. nearby 401(k) plans in South Carolina, assets vs. participants
Compare The Rogers & Brown Profit Sharing 401(k) Plan side-by-side with 3 peers →

The Rogers & Brown Profit Sharing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside South Carolina, the nearest 401(k) by assets is Goldman Gruder & Woods, LLC 401(k) Profit Sharing Plan in CT ($10M); by covered participants it is Portland Forge Interim Manufacturing Plan in IN (125 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (125 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 The Rogers & Brown Profit Sharing 401(k) Plan assets move in 2024? ▼
The Rogers & Brown Profit Sharing 401(k) Plan edged up modestly - up 3.2% during 2024, from $10M to $10M. Reported net income was $323K.
How have Rogers & Brown Custom Brokers, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rogers & Brown Custom Brokers, Inc's sponsor-wide assets grew 16.8%, from $9M to $10M.
Which 401(k) plans are similar in size to The Rogers & Brown Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Goldman Gruder & Woods, LLC 401(k) Profit Sharing Plan in CT ($10M, 40 participants).
Which 401(k) plans cover a similar participant headcount to The Rogers & Brown Profit Sharing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Portland Forge Interim Manufacturing Plan in IN (125 participants, $2M 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 570507147.

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.