401(k) · DOL Form 5500 · 2022

Roberts Filter Holding Company 401(k) Plan

Data updated 2026-08-25

$908K
Total assets Small plan by assets
41
Participants Small participant base
24th
Percentile by assets National rank
$22,156
Avg per participant Low balance/head
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Official DOL plan name: Roberts Filter Holding Company 401(k) Savings Plan · Sponsored by Roberts Filter Holding Company · Pennsylvania · Manufacturing

$908K in assets, 41 participants

Roberts Filter Holding Company's Roberts Filter Holding Company 401(k) Savings Plan reported $908K in total assets and 41 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,210 in Manufacturing (20,602 peers)

Roberts Filter Holding Company multi-year trail

Roberts Filter Holding Company's plans moved +79.1% in assets from 2022 to 2024; this filing shows Roberts Filter Holding Company 401(k) Savings Plan at $908K / 41 participants.

#2,210
in Manufacturing (20,602 peers)
-13.8%
assets change YoY

The plan reported a net loss of $146K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roberts Filter Holding Company 401(k) Savings Plan among the smaller filed plans by assets

Roberts Filter Holding Company 401(k) Savings Plan vs every filed plan by assets

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

$908,382 24th percentile higher than 24% 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 Filter Holding Company 401(k) Savings 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 Filter Holding Company 401(k) Savings Plan is a small filing (41 participants) on this national headcount ladder.

DOL schedule card

Filing strip 231024630 · Roberts Filter Holding Company PY 2022 · 401(k)

Roberts Filter Holding Company 401(k) Savings Plan · $908K · 41 · 24th

  • EBSA $908K
  • EBSA 41
  • EBSA 24th
  • EBSA 401(k)
  • EBSA near Teach Me Personnel LLC 401(k) Profit Sharing Plan & Trust
  • EBSA ind #2210

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 Pennsylvania →

Roberts Filter Holding Company 401(k) Savings Plan in the asset neighbourhood

Roberts Filter Holding Company 401(k) Savings PlanRoberts Filter Holding Compa…$908KTeach Me Personnel LLC 401(k) Profit Sharing Plan & TrustTeach Me Personnel LLC 401(k…$908KStrunk Hr, LLC 401(k) Plan$908KJaffurs Wine Cellars 401(k) Profit Sharing PlanJaffurs Wine Cellars 401(k) …$908KPeloton Inc. 401(k) Plan$909K
End-of-year total assets ($M) among Roberts Filter Holding Company 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Roberts Filter Holding Company multi-year asset trail

Sponsor-wide plan assets over time

All Roberts Filter Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 79.11165126565696% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.91M $1.63M ▲ +79.1%
Year Plans Participants Total Assets
2022 1 41 $908K
2023 1 40 $1M
2024 1 44 $2M

Roberts Filter Holding Company filing trail (2022)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$908K
Net Income-$146K
Employer EIN231024630
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Roberts Filter Holding Company 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Roberts Filter Holding Company 401(k) Savings Plan, Total assets ($B): 0.000908382 · Participants: 41Roberts Filter Holding Company 401(k) Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 14.751564896 · Participants: 97769Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 11.46087279 · Participants: 66147Cigna 401(k) PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 8.11713 · Participants: 59451The PNC Financial Services Group, Inc. Incentive Savings PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 8.097254785 · Participants: 17073The Vanguard Retirement and Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 7.823164827 · Participants: 25071The Bank of New York Mellon Corporation 401(k) Savings Plan
Roberts Filter Holding Company 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Roberts Filter Holding Company 401(k) Savings Plan side-by-side with 3 peers →

Roberts Filter Holding Company 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Teach Me Personnel LLC 401(k) Profit Sharing Plan & Trust in TX ($908K); by covered participants it is Allied Termite & Pest Control 401(k) Plan in TN (41 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($908K here).

Similar participant headcount

Nearest other-state filings by covered participants (41 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 Roberts Filter Holding Company 401(k) Savings Plan assets move in 2022? ▼
Roberts Filter Holding Company 401(k) Savings Plan pulled back noticeably - down 13.8% during 2022, from $1M to $908K. Reported net income was -$146K.
How have Roberts Filter Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberts Filter Holding Company's sponsor-wide assets grew 79.1%, from $908K to $2M.
Where does Roberts Filter Holding Company 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Roberts Filter Holding Company 401(k) Savings Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Roberts Filter Holding Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Teach Me Personnel LLC 401(k) Profit Sharing Plan & Trust in TX ($908K, 310 participants).
Which 401(k) plans cover a similar participant headcount to Roberts Filter Holding Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allied Termite & Pest Control 401(k) Plan in TN (41 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 231024630.

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.