401(k) · DOL Form 5500 · 2022
Robertson's Ready Mix, Ltd. 401(k) Plan
Data updated 2026-08-25
- $99M
- Total assets Below avg plan size
- 1,849
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $53,302
- Avg per participant Low balance/head
Official DOL plan name: Robertson's Ltd. 401(k) Plan · Sponsored by Robertson's Ready Mix, Ltd. · California · Manufacturing
$99M in assets, 1,849 participants
Robertson's Ready Mix, Ltd.'s Robertson's Ltd. 401(k) Plan reported $99M in total assets and 1,849 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- #18,296 in Manufacturing (20,602 peers)
Coverage in California
Robertson's Ltd. 401(k) Plan covers 1,849 participants in California, 2.9x the typical California plan (state average ~630 per filing). Assets: $99M.
- #18,296
- in Manufacturing (20,602 peers)
- -10.2%
- assets change YoY
- 1.0×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Robertson's Ltd. 401(k) Plan's outsized position by total assets
Robertson's Ltd. 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$98,555,316 Top 7% higher than 93% 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
Robertson's Ltd. 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robertson's Ltd. 401(k) Plan lands in the large band (1,849 participants).
Plan-year Form 5500 strip
Filing strip 330491865 · Robertson's Ready Mix, Ltd. PY 2022 · 401(k)
Robertson's Ltd. 401(k) Plan · $99M · 1,849 · 93rd
- SCH $99M
- EBSA 1,849
- PART 93rd
- TYPE 401(k)
- NET near Ctm North America 401(k) Plan
- BOOK ind #18296
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 Manufacturing retirement plans → · Plans in California →
Robertson's Ltd. 401(k) Plan in the asset neighbourhood
California filing particulars
| Total Assets (Beginning of Year) | $110M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | -$11M |
| Employer EIN | 330491865 |
| Plan Effective Date | 1993-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robertson's Ready Mix, Ltd.)
Sponsor-wide plan assets over time
All Robertson's Ready Mix, Ltd. plans reported in each filing year
- Latest sponsor-wide plan assets
- $121M 23.039930184993775% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,849 | $99M |
| 2023 | 1 | 1,697 | $111M |
| 2024 | 1 | 1,751 | $121M |
Nearby 401(k) Plans in California
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Wells Fargo & Company 401(k) Plan $45.8B · 205,865
- Google LLC 401(k) Savings Plan $28.9B · 102,963
- Oracle Corporation 401(k) Savings and Investment Plan $21.9B · 46,320
- Chevron Employee Savings Investment Plan $18.6B · 19,946
- Intel 401(k) Savings Plan $18.4B · 54,672
Robertson's Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside California, the nearest 401(k) by assets is Ctm North America 401(k) Plan in NE ($99M); by covered participants it is Southern Management Companies LLC 401(k) Savings Plan in VA (1,850 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($99M here).
- Ctm North America 401(k) Plan (NE) $99M · 1,258
- Fundamental Retirement Savings Plan (MD) $99M · 7,564
- Sonesta International Hotels Corporation and Subsidiaries 401(k) Plan (MA) $99M · 6,369
- Weston & Sampson 401(k) and Profit Sharing Plan (MA) $98M · 624
Similar participant headcount
Nearest other-state filings by covered participants (1,849 participants); asset peers above are excluded.
- Southern Management Companies LLC 401(k) Savings Plan (VA) 1,850 · 1 off
- Hutchinson Corporation 401(k) Plan & Trust (MI) 1,850 · 1 off
- One Diversified, LLC 401(k) Plan (NJ) 1,850 · 1 off
- Do It Best Corp. Restated Employees' Savings & Profit Sharing Plan (IN) 1,850 · 1 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.