ESOP · DOL Form 5500 · 2022

Roberts Irrigation Company, Inc. ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
27
Participants Small participant base
44th
Percentile by assets National rank
$135,565
Avg per participant Near avg balance/head
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Official DOL plan name: Roberts Irrigation Company, Inc. Employee Stock Ownership Plan · Sponsored by Roberts Irrigation Company, Inc. · Wisconsin · Construction

$4M in assets, 27 participants

Roberts Irrigation Company, Inc.'s Roberts Irrigation Company, Inc. Employee Stock Ownership Plan reported $4M in total assets and 27 participants in its 2022 DOL Form 5500 filing, ranking in the 44th 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.

  • #4,253 in Construction (9,927 peers)

Roberts Irrigation Company, Inc. multi-year trail

Roberts Irrigation Company, Inc.'s plans moved +23.6% in assets from 2022 to 2024; this filing shows Roberts Irrigation Company, Inc. Employee Stock Ownership Plan at $4M / 27 participants.

#4,253
in Construction (9,927 peers)
+5.3%
assets growth YoY

Roberts Irrigation Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Roberts Irrigation Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$3,660,250 44th percentile higher than 44% 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

Roberts Irrigation Company, Inc. Employee Stock Ownership 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. Roberts Irrigation Company, Inc. Employee Stock Ownership Plan is a small filing (27 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 391042977 · Roberts Irrigation Company, Inc. PY 2022 · ESOP

Roberts Irrigation Company, Inc. Employee Stock Ownership Plan · $4M · 27 · 44th

  • NET $4M
  • NET 27
  • NET 44th
  • NET ESOP
  • NET near Lullabot, Inc. Employee Stock Ownership Plan
  • NET ind #4253

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 What is an ESOP? → · Plans in Wisconsin →

Roberts Irrigation Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Roberts Irrigation Company, Inc. Employee Stock Ownership PlanRoberts Irrigation Company, …$4MLullabot, Inc. Employee Stock Ownership PlanLullabot, Inc. Employee Stoc…$4MZia Record Exchange Employee Stock Ownership PlanZia Record Exchange Employee…$4MFlocknote Employee Stock Ownership PlanFlocknote Employee Stock Own…$4MBwe, Inc. Employee Stock Ownership PlanBwe, Inc. Employee Stock Own…$4M
End-of-year total assets ($M) among Roberts Irrigation Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Roberts Irrigation Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Roberts Irrigation Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 23.601639232292875% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.66M $4.52M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 27 $4M
2023 1 24 $5M
2024 1 30 $5M

Roberts Irrigation Company, Inc. filing trail (2022)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$135K
Net Income$465K
Employer EIN391042977
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

Peer ESOP plans, same state, same plan type, ranked by total assets.

Roberts Irrigation Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Roberts Irrigation Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00366025 · Participants: 27Roberts Irrigation Company, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
Roberts Irrigation Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Roberts Irrigation Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Roberts Irrigation Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Lullabot, Inc. Employee Stock Ownership Plan in RI ($4M); by covered participants it is Bailey Lauerman & Associates Employee Stock Ownership Plan in NE (27 participants). Same-state nearby plans are listed separately above.

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 Roberts Irrigation Company, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Roberts Irrigation Company, Inc. Employee Stock Ownership Plan grew at a solid clip - up 5.3% during 2022, from $3M to $4M. Reported net income was $465K.
How have Roberts Irrigation Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberts Irrigation Company, Inc.'s sponsor-wide assets grew 23.6%, from $4M to $5M.
Which ESOP plans are similar in size to Roberts Irrigation Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lullabot, Inc. Employee Stock Ownership Plan in RI ($4M, 34 participants).
Which ESOP plans cover a similar participant headcount to Roberts Irrigation Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Bailey Lauerman & Associates Employee Stock Ownership Plan in NE (27 participants, N/A 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 391042977.

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.