401(k) · DOL Form 5500 · 2024
Rogers Huber & Assoc 401(k) Plan
Data updated 2026-08-25
- $731K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $146,104
- Avg per participant Above avg balance/head
Official DOL plan name: Rogers Huber & Assoc 401(k) Plan · Sponsored by Rogers Huber & Assoc · Pennsylvania · Professional & Technical Services
$731K in assets, 5 participants
Rogers Huber & Assoc's Rogers Huber & Assoc 401(k) Plan reported $731K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #3,189 in Professional & Technical Services (20,173 peers)
2024 asset change
Rogers Huber & Assoc 401(k) Plan pulled back noticeably 13.8% in 2024 ($848K → $731K) for 5 participants.
- #3,189
- in Professional & Technical Services (20,173 peers)
- -13.8%
- assets change YoY
The plan reported a net loss of $117K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Rogers Huber & Assoc 401(k) Plan among the smaller filed plans by assets
Rogers Huber & Assoc 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$730,521 21st percentile higher than 21% 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 Huber & Assoc 401(k) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rogers Huber & Assoc 401(k) Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Rogers Huber & Assoc 401(k) Plan reported net income fell from $43K in the plan year 2023 filing to -$117K in the plan year 2024 filing.
- Rogers Huber & Assoc 401(k) Plan end-of-year assets fell from $848K in the plan year 2023 filing to $731K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 232081028 · Rogers Huber & Assoc PY 2024 · 401(k)
Rogers Huber & Assoc 401(k) Plan · $731K · 5 · 21st
- EOY $731K
- 5500 5
- ASSETS 21st
- PCT 401(k)
- EIN near Pearl Hospitality 401(k) Profit Sharing Plan
- RANK ind #3189
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 Pennsylvania →
Rogers Huber & Assoc 401(k) Plan in the asset neighbourhood
Rogers Huber & Assoc years around the 2024 move
Sponsor-wide plan assets over time
All Rogers Huber & Assoc plans reported in each filing year
- Latest sponsor-wide plan assets
- $731K 9.178828645703181% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5 | $804K |
| 2023 | 1 | 5 | $848K |
| 2024 | 1 | 5 | $731K |
2024 asset-move particulars
| Total Assets (Beginning of Year) | $848K |
|---|---|
| Net Assets (End of Year) | $731K |
| Net Income | -$117K |
| Employer EIN | 232081028 |
| Plan Effective Date | 1997-08-07 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Rogers Huber & Assoc 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Pearl Hospitality 401(k) Profit Sharing Plan in TX ($731K); by covered participants it is Nasr Psychiatric Services 401(k) Plan in IN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($731K here).
- Pearl Hospitality 401(k) Profit Sharing Plan (TX) $731K · 125
- Paradise Property Management, Inc 401(k) Plan (WA) $730K · 2
- Loadstar, Inc. 401(k) Plan (CA) $731K · 2
- Eastern Nephrology, P.C. Profit Sharing Plan (AL) $730K · 4
Similar participant headcount
Nearest other-state filings by covered participants (5 participants); asset peers above are excluded.
- Nasr Psychiatric Services 401(k) Plan (IN) 5 · 0 off
- Manzanita Private Investment Corporation 401(k) Plan (TX) 5 · 0 off
- Melcar Enterprises, Inc. 401(k) Plan (MO) 5 · 0 off
- K&k Se 401(k) Plan (CA) 5 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.