401(k) · DOL Form 5500 · 2022
Robins & Morton 401(k) Plan
Data updated 2026-08-25
- $151M
- Total assets Near avg plan size
- 1,152
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $131,159
- Avg per participant Near avg balance/head
Official DOL plan name: The Robins & Morton Retirement Savings Plan · Sponsored by Robins & Morton · Alabama · Construction
$151M in assets, 1,152 participants
Robins & Morton's The Robins & Morton Retirement Savings Plan reported $151M in total assets and 1,152 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #9,297 in Construction (9,927 peers)
Coverage in Alabama
The Robins & Morton Retirement Savings Plan covers 1,152 participants in Alabama, 3.2x the typical Alabama plan (state average ~360 per filing). Assets: $151M.
- #9,297
- in Construction (9,927 peers)
- -9.0%
- assets change YoY
- 1.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Robins & Morton Retirement Savings Plan's outsized position by total assets
The Robins & Morton Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$151,095,467 Top 5% higher than 95% 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
The Robins & Morton Retirement Savings 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. The Robins & Morton Retirement Savings Plan lands in the large band (1,152 participants).
EBSA filing schedule strip
Filing strip 631076743 · Robins & Morton PY 2022 · 401(k)
The Robins & Morton Retirement Savings Plan · $151M · 1,152 · 95th
- 5500 $151M
- ASSETS 1,152
- PCT 95th
- EIN 401(k)
- RANK near Superior Essex 401(k) Plan
- PHOTO ind #9297
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 Construction retirement plans → · Plans in Alabama →
The Robins & Morton Retirement Savings Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $166M |
|---|---|
| Net Assets (End of Year) | $151M |
| Net Income | -$15M |
| Employer EIN | 631076743 |
| Plan Effective Date | 1972-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robins & Morton)
Sponsor-wide plan assets over time
All Robins & Morton plans reported in each filing year
- Latest sponsor-wide plan assets
- $222M 46.72617279775839% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,152 | $151M |
| 2023 | 1 | 1,282 | $186M |
| 2024 | 1 | 1,409 | $222M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
The Robins & Morton Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Superior Essex 401(k) Plan in GA ($151M); by covered participants it is Goya Foods, Inc. Retirement & 401(k) Savings Plan in NJ (1,152 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($151M here).
- Superior Essex 401(k) Plan (GA) $151M · 1,291
- Benesch, Friedlander, Coplan & Aronoff Elective Savings and Profit Sharing Plan (OH) $151M · 505
- Sullivan & Cromwell LLP Employees' Savings Plan (NY) $151M · 335
- Ancestry Retirement Savings and Investment Plan (UT) $151M · 1,234
Similar participant headcount
Nearest other-state filings by covered participants (1,152 participants); asset peers above are excluded.
- Goya Foods, Inc. Retirement & 401(k) Savings Plan (NJ) 1,152 · 0 off
- Elwood Staffing Services, Inc. 401(k) Retirement Plan (IN) 1,152 · 0 off
- Himagine Solutions, Inc. 401(k) Profit Sharing Plan (FL) 1,152 · 0 off
- Wss 401(k) Plan (CA) 1,152 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.