401(k) · DOL Form 5500 · 2022

Robertson Heating Supply Company of Ohio 401(k) Plan

Data updated 2026-08-25

$36M
Total assets Below avg plan size
297
Participants Below avg headcount
85th
Percentile by assets National rank
$120,474
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Robertson Heating Supply Company 401(k) Profit Sharing Plan · Sponsored by Robertson Heating Supply Company of Ohio · Ohio · Wholesale Trade

$36M in assets, 297 participants

Robertson Heating Supply Company of Ohio's Robertson Heating Supply Company 401(k) Profit Sharing Plan reported $36M in total assets and 297 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,841 in Wholesale Trade (6,843 peers)

Coverage in Ohio

Robertson Heating Supply Company 401(k) Profit Sharing Plan covers 297 participants in Ohio, about 39% of the average Ohio filer (state average ~765 per filing). Assets: $36M.

#5,841
in Wholesale Trade (6,843 peers)
-12.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robertson Heating Supply Company 401(k) Profit Sharing Plan's outsized position by total assets

Robertson Heating Supply Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$35,780,833 Top 15% higher than 85% 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

Robertson Heating Supply Company 401(k) Profit Sharing 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. Robertson Heating Supply Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (297 participants).

Plan-year Form 5500 strip

Filing strip 340660433 · Robertson Heating Supply Company of Ohio PY 2022 · 401(k)

Robertson Heating Supply Company 401(k) Profit Sharing Plan · $36M · 297 · 85th

  • RANK $36M
  • PHOTO 297
  • IND 85th
  • EOY 401(k)
  • 5500 near Merritt Management Corporation 401(k) Plan
  • ASSETS ind #5841

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 Wholesale Trade retirement plans → · Plans in Ohio →

Robertson Heating Supply Company 401(k) Profit Sharing Plan in the asset neighbourhood

Nephrology Associates of Central Florida, P.a. 401(k) Profit Sharing PlanNephrology Associates of Cen…$36MZippy's 401(k) Profit Sharing PlanZippy's 401(k) Profit Sharin…$36MRobertson Heating Supply Company 401(k) Profit Sharing PlanRobertson Heating Supply Com…$36MMerritt Management Corporation 401(k) PlanMerritt Management Corporati…$36MDhi Computing Service, Inc. 401(k) Profit Sharing PlanDhi Computing Service, Inc. …$36M
End-of-year total assets ($M) among Robertson Heating Supply Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Ohio filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$36M
Net Income-$5M
Employer EIN340660433
Plan Effective Date1984-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robertson Heating Supply Company of Ohio)

Sponsor-wide plan assets over time

All Robertson Heating Supply Company of Ohio plans reported in each filing year

Latest sponsor-wide plan assets
$48M 35.24345282850179% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.8M $48.4M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 297 $36M
2023 1 303 $43M
2024 1 340 $48M

Nearby 401(k) Plans in Ohio

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

Robertson Heating Supply Company 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 ($B) Participants Robertson Heating Supply Company 401(k) Profit Sharing Plan, Total assets ($B): 0.035780833 · Participants: 297Robertson Heating Supply Company 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
Robertson Heating Supply Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Robertson Heating Supply Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Robertson Heating Supply Company 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 Merritt Management Corporation 401(k) Plan in MD ($36M); by covered participants it is Solidifi Title & Closing, LLC 401(k) Plan in RI (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 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 Robertson Heating Supply Company 401(k) Profit Sharing Plan assets move in 2022? ▼
Robertson Heating Supply Company 401(k) Profit Sharing Plan pulled back noticeably - down 12.8% during 2022, from $41M to $36M. Reported net income was -$5M.
How have Robertson Heating Supply Company of Ohio plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robertson Heating Supply Company of Ohio's sponsor-wide assets grew 35.2%, from $36M to $48M.
Where does Robertson Heating Supply Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Robertson Heating Supply Company 401(k) Profit Sharing Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Robertson Heating Supply Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Merritt Management Corporation 401(k) Plan in MD ($36M, 181 participants).
Which 401(k) plans cover a similar participant headcount to Robertson Heating Supply Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Solidifi Title & Closing, LLC 401(k) Plan in RI (297 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 340660433.

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.