401(k) · DOL Form 5500 · 2022

The Jon Roberts Company, Inc. 401(k) Plan

Data updated 2026-08-25

$223K
Total assets Small plan by assets
5
Participants Small participant base
11th
Percentile by assets National rank
$44,681
Avg per participant Low balance/head
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Official DOL plan name: The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan · Sponsored by The Jon Roberts Company, Inc. · Ohio · Professional & Technical Services

$223K in assets, 5 participants

The Jon Roberts Company, Inc.'s The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan reported $223K in total assets and 5 participants in its 2022 DOL Form 5500 filing, ranking in the 11th 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.

  • #2,013 in Professional & Technical Services (21,562 peers)

The Jon Roberts Company, Inc. multi-year trail

The Jon Roberts Company, Inc.'s plans moved +95.5% in assets from 2022 to 2024; this filing shows The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan at $223K / 5 participants.

#2,013
in Professional & Technical Services (21,562 peers)
+85.7%
assets growth YoY

The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$223,403 11th percentile higher than 11% 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

The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan is a micro filing (5 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 274426487 · The Jon Roberts Company, Inc. PY 2022 · 401(k)

The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan · $223K · 5 · 11th

  • EIN $223K
  • EIN 5
  • EIN 11th
  • EIN 401(k)
  • EIN near C&h Corp 401(k) Plan
  • EIN ind #2013

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 Professional & Technical Services retirement plans → · Plans in Ohio →

The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

The Jon Roberts Company, Inc. 401(k) Profit Sharing PlanThe Jon Roberts Company, Inc…$223KC&h Corp 401(k) Plan$223KMightn, Inc. 401(k) Plan$223KCdr Mtn Otp Inc. Retirement PlanCdr Mtn Otp Inc. Retirement …$223KThe Hammond Group LLC 401(k) Profit Sharing PlanThe Hammond Group LLC 401(k)…$223K
End-of-year total assets ($M) among The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

The Jon Roberts Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$437K 95.47051740576447% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.22M $0.44M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 5 $223K
2023 1 7 $369K
2024 1 6 $437K

The Jon Roberts Company, Inc. filing trail (2022)

Total Assets (Beginning of Year)$120K
Net Assets (End of Year)$223K
Net Income$103K
Employer EIN274426487
Plan Effective Date2011-01-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20246810 Total assets ($B) Participants The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000223403 · Participants: 5The Jon Roberts Company, Inc. 401(k) Profit Sharing PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 8.343834208 · Participants: 44890The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 7.60950811 · Participants: 50299The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 7.311555 · Participants: 116133The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 6.73672335 · Participants: 24278Nationwide Savings PlanMarathon Petroleum Thrift Plan, Total assets ($B): 6.371480588 · Participants: 17666Marathon Petroleum Thrift Plan
The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is C&h Corp 401(k) Plan in IA ($223K); by covered participants it is Stel Pro Inc 401(k) Plan in TX (5 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($223K here).

Similar participant headcount

Nearest other-state filings by covered participants (5 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 The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan surged - up 85.7% during 2022, from $120K to $223K. Reported net income was $103K.
How have The Jon Roberts Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Jon Roberts Company, Inc.'s sponsor-wide assets grew 95.5%, from $223K to $437K.
Where does The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan ranks in the 11th 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 The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is C&h Corp 401(k) Plan in IA ($223K, 13 participants).
Which 401(k) plans cover a similar participant headcount to The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stel Pro Inc 401(k) Plan in TX (5 participants, $48K 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 274426487.

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.