401(k) · DOL Form 5500 · 2022
Robert and Company 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 42
- Participants Small participant base
- 49th
- Percentile by assets National rank
- $111,436
- Avg per participant Below avg balance/head
Official DOL plan name: Robert and Company Savings and Investment Plan · Sponsored by Robert and Company · Georgia · Professional & Technical Services
$5M in assets, 42 participants
Robert and Company's Robert and Company Savings and Investment Plan reported $5M in total assets and 42 participants in its 2022 DOL Form 5500 filing, ranking in the 49th 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.
- #10,121 in Professional & Technical Services (21,562 peers)
Robert and Company multi-year trail
Robert and Company's plans moved +10.8% in assets from 2022 to 2024; this filing shows Robert and Company Savings and Investment Plan at $5M / 42 participants.
- #10,121
- in Professional & Technical Services (21,562 peers)
- -21.1%
- assets change YoY
The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Robert and Company Savings and Investment Plan's mid-pack asset rank among Professional & Technical Services and all filers
Robert and Company Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,680,327 49th percentile higher than 49% 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
Robert and Company Savings and Investment 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. Robert and Company Savings and Investment Plan is a small filing (42 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 580404938 · Robert and Company PY 2022 · 401(k)
Robert and Company Savings and Investment Plan · $5M · 42 · 49th
- ASSETS $5M
- PCT 42
- EIN 49th
- RANK 401(k)
- PHOTO near American Association for Respiratory Care Employees Retirement Plan
- IND ind #10121
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 Georgia →
Robert and Company Savings and Investment Plan in the asset neighbourhood
Robert and Company multi-year asset trail
Sponsor-wide plan assets over time
All Robert and Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 10.791040882399884% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 42 | $5M |
| 2023 | 1 | 43 | $5M |
| 2024 | 1 | 31 | $5M |
Robert and Company filing trail (2022)
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$1M |
| Employer EIN | 580404938 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster-UPS National 401(k) Tax Deferred Savings Plan $14.7B · 549,610
- Delta 401(k) Retirement Plan $13.2B · 72,820
- Delta 401(k) Retirement Plan for Pilots $11.5B · 12,193
- UPS 401 (K) Savings Plan $11.3B · 107,310
- The Home Depot Futurebuilder $10.7B · 423,174
Robert and Company Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is American Association for Respiratory Care Employees Retirement Plan in TX ($5M); by covered participants it is Florida Dental Implants & Oral Surgery 401(k) Profit Sharing Plan in FL (42 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (42 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.