401(k) · DOL Form 5500 · 2022

Bob Roberts & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
13
Participants Small participant base
27th
Percentile by assets National rank
$94,491
Avg per participant Below avg balance/head
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Official DOL plan name: Bob Roberts & Company, Inc. Retirement Plan · Sponsored by Bob Roberts & Company, Inc. · Alabama · Construction

$1M in assets, 13 participants

Bob Roberts & Company, Inc.'s Bob Roberts & Company, Inc. Retirement Plan reported $1M in total assets and 13 participants in its 2022 DOL Form 5500 filing, ranking in the 27th 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.

  • #2,425 in Construction (9,927 peers)

Bob Roberts & Company, Inc. multi-year trail

Bob Roberts & Company, Inc.'s plans moved +46.1% in assets from 2022 to 2024; this filing shows Bob Roberts & Company, Inc. Retirement Plan at $1M / 13 participants.

#2,425
in Construction (9,927 peers)
-8.6%
assets change YoY

The plan reported a net loss of $115K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bob Roberts & Company, Inc. Retirement Plan among the smaller filed plans by assets

Bob Roberts & Company, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,228,387 27th percentile higher than 27% of 139,123 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 2022

Bob Roberts & Company, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bob Roberts & Company, Inc. Retirement Plan is a small filing (13 participants) on this national headcount ladder.

Plan-year Form 5500 strip

Filing strip 630521810 · Bob Roberts & Company, Inc. PY 2022 · 401(k)

Bob Roberts & Company, Inc. Retirement Plan · $1M · 13 · 27th

  • VS-ST $1M
  • VS-ST 13
  • VS-ST 27th
  • VS-ST 401(k)
  • VS-ST near Cdi 401(k) Plan
  • VS-ST ind #2425

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 Construction retirement plans → · Plans in Alabama →

Bob Roberts & Company, Inc. Retirement Plan in the asset neighbourhood

Bob Roberts & Company, Inc. Retirement PlanBob Roberts & Company, Inc. …$1MCdi 401(k) Plan$1MNissenbaum Law Group, LLC 401(k) PlanNissenbaum Law Group, LLC 40…$1MDiamond Eye Mfg. 401(k) Profit Sharing Plan & TrustDiamond Eye Mfg. 401(k) Prof…$1MPpfa Retirement Plan$1M
End-of-year total assets ($M) among Bob Roberts & Company, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Bob Roberts & Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bob Roberts & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 46.10102516552194% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.23M $1.79M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 13 $1M
2023 1 14 $2M
2024 1 14 $2M

Bob Roberts & Company, Inc. filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$115K
Employer EIN630521810
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Bob Roberts & Company, Inc. Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Bob Roberts & Company, Inc. Retirement Plan, Total assets ($B): 0.001228387 · Participants: 13Bob Roberts & Company, Inc. Retirement PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Bob Roberts & Company, Inc. Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Bob Roberts & Company, Inc. Retirement Plan side-by-side with 3 peers →

Bob Roberts & Company, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Cdi 401(k) Plan in FL ($1M); by covered participants it is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (13 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bob Roberts & Company, Inc. Retirement Plan assets move in 2022? ▼
Bob Roberts & Company, Inc. Retirement Plan pulled back noticeably - down 8.6% during 2022, from $1M to $1M. Reported net income was -$115K.
How have Bob Roberts & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bob Roberts & Company, Inc.'s sponsor-wide assets grew 46.1%, from $1M to $2M.
Which 401(k) plans are similar in size to Bob Roberts & Company, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Cdi 401(k) Plan in FL ($1M, 166 participants).
Which 401(k) plans cover a similar participant headcount to Bob Roberts & Company, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Casey Tool and Lock Technology Inc. Employees Profit Sharing Plan and Trust in IL (13 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630521810.

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.