401(k) · DOL Form 5500 · 2022
Robbins, Kelly, Patterson & Tucker 401(k) Plan
Data updated 2026-08-25
- $19M
- Total assets Small plan by assets
- 43
- Participants Small participant base
- 76th
- Percentile by assets National rank
- $432,600
- Avg per participant High balance/head
Official DOL plan name: Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan · Sponsored by Robbins, Kelly, Patterson & Tucker · Ohio · Professional & Technical Services
$19M in assets, 43 participants
Robbins, Kelly, Patterson & Tucker's Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan reported $19M in total assets and 43 participants in its 2022 DOL Form 5500 filing, ranking in the 76th 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.
- #16,446 in Professional & Technical Services (21,562 peers)
Where Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan sits by assets
Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $19M for 43 participants (~$432,600/participant), down 12.5% in 2022.
- #16,446
- in Professional & Technical Services (21,562 peers)
- -12.5%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan's outsized position by total assets
Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$18,601,779 Top 24% higher than 76% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing 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. Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan is a small filing (43 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 310796417 · Robbins, Kelly, Patterson & Tucker PY 2022 · 401(k)
Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan · $19M · 43 · 76th
- PART $19M
- TYPE 43
- NET 76th
- BOOK 401(k)
- VS-ST near Lh Carbide Profit Sharing & Salary Savings Plan
- BOY ind #16446
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 Ohio →
Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $21M |
|---|---|
| Net Assets (End of Year) | $19M |
| Net Income | -$3M |
| Employer EIN | 310796417 |
| Plan Effective Date | 1987-05-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robbins, Kelly, Patterson & Tucker)
Sponsor-wide plan assets over time
All Robbins, Kelly, Patterson & Tucker plans reported in each filing year
- Latest sponsor-wide plan assets
- $19M 3.374827751689771% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $19M |
| 2023 | 1 | 44 | $18M |
| 2024 | 1 | 48 | $19M |
Nearby 401(k) Plans in Ohio
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Sherwin-Williams Company 401(k) Plan $8.3B · 44,890
- The Progressive 401(k) Plan $7.6B · 50,299
- The Kroger Co. 401(k) Retirement Savings Account Plan $7.3B · 116,133
- Nationwide Savings Plan $6.7B · 24,278
- Marathon Petroleum Thrift Plan $6.4B · 17,666
Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Ohio, the nearest 401(k) by assets is Lh Carbide Profit Sharing & Salary Savings Plan in IN ($19M); by covered participants it is Newscred Inc. 401(k) Plan in NY (43 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($19M here).
Similar participant headcount
Nearest other-state filings by covered participants (43 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.