401(k) · DOL Form 5500 · 2022
Robertson's Ready Mix, Ltd. 401(k) Plan
Data updated 2026-08-11
- $99M
- Total assets
- 1,849
- Participants
- 93rd
- Percentile by assets
- $53,302
- Avg per participant
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.
- 93rd percentile by assets (of 139,126 plans)
- #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.
- $99M
- total plan assets (2022 EOY)
- 1,849
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $53,302
- avg assets per participant
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.
Where Robertson's Ltd. 401(k) Plan sits 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
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Robertson's Ltd. 401(k) Plan reports 1,849 participants - 2.9x that state average ($99M EOY assets).
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.)
| 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.
Robertson's Ltd. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
- 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Robertson's Ltd. 401(k) Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did Robertson's Ltd. 401(k) Plan assets move in 2022? ▼
How have Robertson's Ready Mix, Ltd. plan assets changed over time? ▼
Where does Robertson's Ltd. 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Robertson's Ltd. 401(k) Plan? ▼
Next read for Robertson's Ltd. 401(k) Plan
Filing takeaways
Ways to act on Robertson's Ltd. 401(k) Plan's numbers.
- By total assets, Robertson's Ltd. 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
- Robertson's Ready Mix, Ltd.'s sponsor-wide assets have grown 23.0% since 2022 across 3 plan years on file. More Manufacturing plans