Money Purchase · DOL Form 5500 · 2022

Robinson Financial Corporation Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
34th
Percentile by assets National rank
$1.0M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#2,667
in Real Estate (5,057 peers)
+4.2%
assets growth YoY

Robinson Financial Corp Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Robinson Financial Corp Profit Sharing Plan vs every filed plan by assets

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

$2,036,588 34th percentile higher than 34% 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

Robinson Financial Corp 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. Robinson Financial Corp Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

Published 5500 schedule card

Filing strip 942684466 · Robinson Financial Corporation PY 2022 · Money Purchase

Robinson Financial Corp Profit Sharing Plan · $2M · 2 · 34th

  • RANK $2M
  • PHOTO 2
  • IND 34th
  • EOY Money Purchase
  • 5500 near Argus Community, Inc. Pension Plan
  • ASSETS ind #2667

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 California →

Robinson Financial Corp Profit Sharing Plan in the asset neighbourhood

Software Plus P-S Plan$2MJames a. Sweet, Cpa Keogh PlanJames a. Sweet, Cpa Keogh Pl…$2MA. Raimondo, Inc. Defined Contribution Pension PlanA. Raimondo, Inc. Defined Co…$2MRobinson Financial Corp Profit Sharing PlanRobinson Financial Corp Prof…$2MArgus Community, Inc. Pension PlanArgus Community, Inc. Pensio…$2M
End-of-year total assets ($M) among Robinson Financial Corp Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Robinson Financial Corporation multi-year asset trail

Sponsor-wide plan assets over time

All Robinson Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 15.663845608439214% vs 2022
2024 filing year
$2M$2.1M$2.2M$2.3M$2.4M 202220232024 $2.04M $2.36M ▲ +15.7%
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 EIN942684466
Plan Effective Date1980-07-01
Filing StatusFILING 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 Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Robinson Financial Corp Profit Sharing Plan, Total assets ($B): 0.002036588 · Participants: 2Robinson Financial Corp Profit Sharing PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 5.882091384 · Participants: 17035The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 4.331783513 · Participants: 36448Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 3.768465559 · Participants: 20087University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 2.976996868 · Participants: 26442Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.04171549 · Participants: 22792Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Robinson Financial Corp Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Robinson Financial Corp Profit Sharing Plan side-by-side with 3 peers →

Robinson Financial Corp Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Argus Community, Inc. Pension Plan in NY ($2M); by covered participants it is The Sellon Retirement Plan in NY (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Robinson Financial Corp Profit Sharing Plan assets move in 2022? ▼
Robinson Financial Corp Profit Sharing Plan edged up modestly - up 4.2% during 2022, from $2M to $2M. Reported net income was $82K.
How have Robinson Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robinson Financial Corporation's sponsor-wide assets grew 15.7%, from $2M to $2M.
Which Money Purchase plans are similar in size to Robinson Financial Corp Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Argus Community, Inc. Pension Plan in NY ($2M, 61 participants).
Which Money Purchase plans cover a similar participant headcount to Robinson Financial Corp Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Sellon Retirement Plan in NY (2 participants, $2M 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 942684466.

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.