Back to filter
Original filing (PDF)20251010120555NAL0004213267001
MICHAEL S. ROGERS M.D., P.A.
Form 5500-SF
FILING_RECEIVED
MICHAEL S. ROGERS, M.D., P.A. 401(K) PLAN
401(k) retirement plan
Active participants
20
Accounts w/ balance
20
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MICHAEL S. ROGERS M.D., P.A..
Plan sponsor
Name
MICHAEL S. ROGERS M.D., P.A.
EIN
22-3318839
Address
831 KINGS HIGHWAY · WEST DEPTFORD, NJ · 08096
Phone
(856) 853-8730
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
GERIATRIC SPECIALTIES OF ARIZONA, P.C.
THE GSA P.C. NEW 401(K) PLAN
$2.0M · 14 participants
TUAN NGUYEN, MD, INC.
TUAN NGUYEN, MD, INC. 401(K) PLAN
$2.0M · 2 participants
DR. NINA K. MAW MAW MD INC.
DR. NINA K. MAW MAW MD INC. DEFINED BENEFIT PENSION PLAN
$2.0M · 3 participants
LOS ANGELES HEART SPECIALISTS, A MEDICAL CORPORATION
LOS ANGELES HEART SPECIALISTS CASH BALANCE PLAN
$2.0M · 10 participants
VICTORIA NEPHROLOGY ASSOCIATES LLC
VICTORIA NEPHROLOGY ASSOCIATES LLC 401(K) PLAN
$2.0M · 6 participants
O'CONNOR MEDICAL GROUP, LLP
O'CONNOR MEDICAL GROUP, LLP 401(K) RETIREMENT SAVINGS PLAN
$2.0M · 19 participants
Large plans in New Jersey
JPMORGAN CHASE BANK, NATIONAL ASSOCIATION
JPMORGAN CHASE 401(K) SAVINGS PLAN
$52.9B · 185,310 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
PGIM, INC.
PGIM FIXED INCOME GLOBAL LIQUIDITY RELATIVE VALUE MASTER FUND, LTD.
$38.4B
VERIZON COMMUNICATIONS INC.
VERIZON SAVINGS PLAN FOR MANAGEMENT EMPLOYEES
$29.4B · 63,563 participants
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN TRUST
$24.2B
JOHNSON AND JOHNSON
JOHNSON AND JOHNSON SAVINGS PLAN
$23.6B · 44,280 participants