Profit Sharing · DOL Form 5500 · 2022

Gail Roberts Re, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
38th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Gail Roberts Profit Sharing Plan · Sponsored by Gail Roberts Re, Inc. · Massachusetts · Real Estate

$3M in assets, 2 participants

Gail Roberts Re, Inc.'s Gail Roberts Profit Sharing Plan reported $3M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 38th 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.

  • #2,879 in Real Estate (5,057 peers)

Gail Roberts Re, Inc. multi-year trail

Gail Roberts Re, Inc.'s plans moved +30.5% in assets from 2022 to 2024; this filing shows Gail Roberts Profit Sharing Plan at $3M / 2 participants.

#2,879
in Real Estate (5,057 peers)
-13.0%
assets change YoY

The plan reported a net loss of $396K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Gail Roberts Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Gail Roberts Profit Sharing Plan vs every filed plan by assets

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

$2,661,612 38th percentile higher than 38% 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

Gail Roberts Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Gail Roberts Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

DOL schedule card

Filing strip 854371376 · Gail Roberts Re, Inc. PY 2022 · Profit Sharing

Gail Roberts Profit Sharing Plan · $3M · 2 · 38th

  • IND $3M
  • IND 2
  • IND 38th
  • IND Profit Sharing
  • IND near Gardner Enterprises, Inc. Retirement Plan
  • IND ind #2879

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 Real Estate retirement plans → · Plans in Massachusetts →

Gail Roberts Profit Sharing Plan in the asset neighbourhood

Gail Roberts Profit Sharing PlanGail Roberts Profit Sharing …$3MGardner Enterprises, Inc. Retirement PlanGardner Enterprises, Inc. Re…$3MConvenience Center Consulting Company Profit SharingConvenience Center Consultin…$3MMiddleburg Millwork Inc Employees Profit Sharing PlanMiddleburg Millwork Inc Empl…$3MKirk Horse Insurance, LLC Profit Sharing PlanKirk Horse Insurance, LLC Pr…$3M
End-of-year total assets ($M) among Gail Roberts Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Gail Roberts Re, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Gail Roberts Re, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 30.461389563918406% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.66M $3.47M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M
2024 1 2 $3M

Gail Roberts Re, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$396K
Employer EIN854371376
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Massachusetts

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Gail Roberts Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Gail Roberts Profit Sharing Plan, Total assets ($B): 0.002661612 · Participants: 2Gail Roberts Profit Sharing PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 12.088048631 · Participants: 74556Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 0.873013175 · Participants: 12106Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.635251544 · Participants: 4216Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.573445261 · Participants: 5008The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.540464451 · Participants: 2153Sheet Metal Workers Local 17 Annuity Income Fund
Gail Roberts Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Gail Roberts Profit Sharing Plan side-by-side with 3 peers →

Gail Roberts Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Gardner Enterprises, Inc. Retirement Plan in KY ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

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 Gail Roberts Profit Sharing Plan assets move in 2022? ▼
Gail Roberts Profit Sharing Plan pulled back noticeably - down 13.0% during 2022, from $3M to $3M. Reported net income was -$396K.
How have Gail Roberts Re, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gail Roberts Re, Inc.'s sponsor-wide assets grew 30.5%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Gail Roberts Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Gardner Enterprises, Inc. Retirement Plan in KY ($3M, 11 participants).
Which Profit Sharing plans cover a similar participant headcount to Gail Roberts Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $4M 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 854371376.

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.