401(k) · DOL Form 5500 · 2022

Trc Acquisition, LLC 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
402
Participants Below avg headcount
64th
Percentile by assets National rank
$23,534
Avg per participant Low balance/head
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Official DOL plan name: The Roberts Company 401(k) Retirement Plan · Sponsored by Trc Acquisition, LLC · North Carolina · Construction

$9M in assets, 402 participants

Trc Acquisition, LLC's The Roberts Company 401(k) Retirement Plan reported $9M in total assets and 402 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #6,281 in Construction (9,927 peers)

Coverage in North Carolina

The Roberts Company 401(k) Retirement Plan covers 402 participants in North Carolina, about 49% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

#6,281
in Construction (9,927 peers)
-24.6%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Roberts Company 401(k) Retirement Plan's mid-pack asset rank among Construction and all filers

The Roberts Company 401(k) Retirement Plan vs every filed plan by assets

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

$9,460,507 Top 36% higher than 64% 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 Roberts Company 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Roberts Company 401(k) Retirement Plan sits mid-pack in the medium band (402 participants).

DOL schedule card

Filing strip 262311706 · Trc Acquisition, LLC PY 2022 · 401(k)

The Roberts Company 401(k) Retirement Plan · $9M · 402 · 64th

  • ASSETS $9M
  • ASSETS 402
  • ASSETS 64th
  • ASSETS 401(k)
  • ASSETS near Covenant Group Holdings, L.P. 401(k) Plan
  • ASSETS ind #6281

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 North Carolina →

The Roberts Company 401(k) Retirement Plan in the asset neighbourhood

The Roberts Company 401(k) Retirement PlanThe Roberts Company 401(k) R…$9MCovenant Group Holdings, L.P. 401(k) PlanCovenant Group Holdings, L.P…$9MPlexus Scientific Corporation Retirement Savings PlanPlexus Scientific Corporatio…$9MCambridge Real Estate Services Inc., Profit Sharing and Employee Savings Benefit PlanCambridge Real Estate Servic…$9MMidwest Office Inc. 401(k) Profit Sharing Plan and TrustMidwest Office Inc. 401(k) P…$9M
End-of-year total assets ($M) among The Roberts Company 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$9M
Net Income-$3M
Employer EIN262311706
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trc Acquisition, LLC)

Sponsor-wide plan assets over time

All Trc Acquisition, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 41.71554442061086% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.46M $13.4M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 402 $9M
2023 1 403 $11M
2024 1 521 $13M

Nearby 401(k) Plans in North Carolina

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

The Roberts Company 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants The Roberts Company 401(k) Retirement Plan, Total assets ($B): 0.009460507 · Participants: 402The Roberts Company 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
The Roberts Company 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Roberts Company 401(k) Retirement Plan side-by-side with 3 peers →

The Roberts Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Covenant Group Holdings, L.P. 401(k) Plan in TX ($9M); by covered participants it is Miller, Canfield, Paddock & Stone P.L.C. 401(k) Capital Accumulation Plan in MI (402 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 The Roberts Company 401(k) Retirement Plan assets move in 2022? ▼
The Roberts Company 401(k) Retirement Plan declined sharply - down 24.6% during 2022, from $13M to $9M. Reported net income was -$3M.
How have Trc Acquisition, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trc Acquisition, LLC's sponsor-wide assets grew 41.7%, from $9M to $13M.
Which 401(k) plans are similar in size to The Roberts Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Covenant Group Holdings, L.P. 401(k) Plan in TX ($9M, 1,398 participants).
Which 401(k) plans cover a similar participant headcount to The Roberts Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Miller, Canfield, Paddock & Stone P.L.C. 401(k) Capital Accumulation Plan in MI (402 participants, $214M 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 262311706.

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.