Defined Benefit (Pension) · DOL Form 5500 · 2024
Rogers Group, Inc. Pension Plan
Data updated 2026-08-25
- $64M
- Total assets Below avg plan size
- 153
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $419,351
- Avg per participant High balance/head
Official DOL plan name: Rogers Group Inc & Its Affiliates Retirement Plan · Sponsored by Rogers Group, Inc. · Tennessee · Mining & Oil Extraction
$64M in assets, 153 participants
Rogers Group, Inc.'s Rogers Group Inc & Its Affiliates Retirement Plan reported $64M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #593 in Mining & Oil Extraction (785 peers)
Coverage in Tennessee
Rogers Group Inc & Its Affiliates Retirement Plan covers 153 participants in Tennessee, about 14% of the average Tennessee filer (state average ~1,126 per filing). Assets: $64M.
- #593
- in Mining & Oil Extraction (785 peers)
- +6.0%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
Rogers Group Inc & Its Affiliates Retirement Plan's outsized position by total assets
Rogers Group Inc & Its Affiliates Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$64,160,776 Top 13% higher than 87% 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 & Its Affiliates Retirement 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. Rogers Group Inc & Its Affiliates Retirement Plan sits mid-pack in the medium band (153 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rogers Group Inc & Its Affiliates Retirement Plan reported net income fell from $5M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Rogers Group Inc & Its Affiliates Retirement Plan reported participants fell from 172 in the plan year 2023 filing to 153 in the plan year 2024 filing.
- Rogers Group Inc & Its Affiliates Retirement Plan end-of-year assets rose from $61M in the plan year 2023 filing to $64M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 810745074 · Rogers Group, Inc. PY 2024 · Defined Benefit (Pension)
Rogers Group Inc & Its Affiliates Retirement Plan · $64M · 153 · 87th
- BOY $64M
- BOY 153
- BOY 87th
- BOY Defined Benefit (Pension)
- BOY near Plastic Omnium - Auto Inergy Systems (USA) Pension Plan
- BOY ind #593
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 & Its Affiliates Retirement Plan in the asset neighbourhood
Tennessee filing particulars
| Total Assets (Beginning of Year) | $61M |
|---|---|
| Net Assets (End of Year) | $64M |
| Net Income | $4M |
| Employer EIN | 810745074 |
| Plan Effective Date | 1985-08-01 |
| 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
- $64M 15.88341012864384% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 155 | $55M |
| 2023 | 1 | 172 | $61M |
| 2024 | 1 | 153 | $64M |
Nearby Defined Benefit (Pension) Plans in Tennessee
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Fedex Corporation Employees' Pension Plan $26.9B · 125,941
- Retirement Plan of International Paper Company $8.2B · 20,795
- Pace Industry Union-Management Pension Fund $2.8B · 3,134
- Pension Plan for Employees at Ornl $2.4B · 6,357
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee $2.0B · 2,516
Rogers Group Inc & Its Affiliates Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Plastic Omnium - Auto Inergy Systems (USA) Pension Plan in MI ($64M); by covered participants it is IBEW Local Union No 607 Pension in NJ (153 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($64M here).
Similar participant headcount
Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.
- IBEW Local Union No 607 Pension (NJ) 153 · 0 off
- Natixis US Cib Defined Benefit Pension Plan (NY) 153 · 0 off
- Biourja Renewables Cash Balance Plan (TX) 153 · 0 off
- Good Samaritan Hospital Retirement Plan (OR) 153 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.