Money Purchase · DOL Form 5500 · 2022
Robinson Financial Corporation Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 2
- Participants
- 34th
- Percentile by assets
- $1.0M
- Avg per participant
Official DOL plan name: Robinson Financial Corp Profit Sharing Plan · Sponsored by Robinson Financial Corporation · California · Real Estate
$2M in assets, 2 participants
Robinson Financial Corporation's Robinson Financial Corp Profit Sharing Plan reported $2M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 34th 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.
- 34th percentile by assets (of 139,126 plans)
- #2,667 in Real Estate (5,057 peers)
Robinson Financial Corporation multi-year trail
Robinson Financial Corporation's plans moved +15.7% in assets from 2022 to 2024; this filing shows Robinson Financial Corp Profit Sharing Plan at $2M / 2 participants.
- $2M
- total plan assets (2022 EOY)
- 2
- covered participants
- 34th
- percentile by assets (of 139,126 plans)
- $1.0M
- avg assets per participant
Robinson Financial Corporation across 3 plan years on file
Across the 3 plan years Robinson Financial Corporation has on file (2022-2024), sponsor-wide plan assets have moved from $2M to $2M, a gain of 15.7%, while reported participants moved from 2 to 2 (+0.0%). Peak year by sponsor assets: 2024 ($2M); trough: 2022 ($2M).
Robinson Financial Corporation multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $2M |
| 2023 | 1 | 2 | $2M |
| 2024 | 1 | 2 | $2M |
Robinson Financial Corporation filing trail (2022)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $82K |
| Employer EIN | 942684466 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in California
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Robinson Financial Corp Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants
- The Permanente Contribution Plan of the Permanente Medical Group, Inc. $5.9B · 17,035
- Kaiser Permanente Supplemental Savings and Retirement Plan $4.3B · 36,448
- University of Southern California Defined Contribution Retirement Plan $3.8B · 20,087
- Carpenters Annuity Trust Fund for Northern California $3.0B · 26,442
- Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan $2.0B · 22,792
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Robinson Financial Corp Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Robinson Financial Corp Profit Sharing Plan's numbers.
- By total assets, Robinson Financial Corp Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in California. Compare plans
- Robinson Financial Corporation's sponsor-wide assets have grown 15.7% since 2022 across 3 plan years on file. More Real Estate plans