401(k) · DOL Form 5500 · 2024
Roger's Gardens Newport Beach 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 89
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $82,247
- Avg per participant Below avg balance/head
Official DOL plan name: Roger's Gardens 401(k) Profit Sharing Plan · Sponsored by Roger's Gardens Newport Beach · California · Retail Trade
$7M in assets, 89 participants
Roger's Gardens Newport Beach's Roger's Gardens 401(k) Profit Sharing Plan reported $7M in total assets and 89 participants in its 2024 DOL Form 5500 filing, ranking in the 49th 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.
- #4,773 in Retail Trade (8,048 peers)
What the 2024 filing shows
Roger's Gardens 401(k) Profit Sharing Plan holds $7M for 89 participants - about $82,247 per participant, in the lower half of filed plans by assets.
- #4,773
- in Retail Trade (8,048 peers)
- -1.1%
- assets change YoY
The plan reported a net loss of $78K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Roger's Gardens 401(k) Profit Sharing Plan's mid-pack asset rank among Retail Trade and all filers
Roger's Gardens 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$7,319,988 49th percentile higher than 49% 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
Roger's Gardens 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roger's Gardens 401(k) Profit Sharing Plan is a small filing (89 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Roger's Gardens 401(k) Profit Sharing Plan reported net income rose from -$293K in the plan year 2023 filing to -$78K in the plan year 2024 filing.
- Roger's Gardens 401(k) Profit Sharing Plan reported participants fell from 95 in the plan year 2023 filing to 89 in the plan year 2024 filing.
- Roger's Gardens 401(k) Profit Sharing Plan end-of-year assets fell from $7M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 952832023 · Roger's Gardens Newport Beach PY 2024 · 401(k)
Roger's Gardens 401(k) Profit Sharing Plan · $7M · 89 · 49th
- BOY $7M
- BOY 89
- BOY 49th
- BOY 401(k)
- BOY near Yakama Nation Legends Casino 401(k) Plan
- BOY ind #4773
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 Retail Trade retirement plans → · Plans in California →
Roger's Gardens 401(k) Profit Sharing Plan in the asset neighbourhood
Filing particulars (2024)
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$78K |
| Employer EIN | 952832023 |
| Plan Effective Date | 1980-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roger's Gardens Newport Beach)
Sponsor-wide plan assets over time
All Roger's Gardens Newport Beach plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 4.8294702529199975% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 95 | $8M |
| 2023 | 1 | 95 | $7M |
| 2024 | 1 | 89 | $7M |
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
Roger's Gardens 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Yakama Nation Legends Casino 401(k) Plan in WA ($7M); by covered participants it is Hilscher-Clarke Electric Company 401(k) Profit Sharing Plan in OH (89 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (89 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.