401(k) · DOL Form 5500 · 2022

Robertson Ryan & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
251
Participants Below avg headcount
77th
Percentile by assets National rank
$80,650
Avg per participant Below avg balance/head
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Official DOL plan name: Robertson-Ryan & Associates, Inc. 401(k) Savings Plan · Sponsored by Robertson Ryan & Associates, Inc. · Wisconsin · Finance & Insurance

$20M in assets, 251 participants

Robertson Ryan & Associates, Inc.'s Robertson-Ryan & Associates, Inc. 401(k) Savings Plan reported $20M in total assets and 251 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,942 in Finance & Insurance (9,261 peers)

Coverage in Wisconsin

Robertson-Ryan & Associates, Inc. 401(k) Savings Plan covers 251 participants in Wisconsin, about 45% of the average Wisconsin filer (state average ~563 per filing). Assets: $20M.

#5,942
in Finance & Insurance (9,261 peers)
-14.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Robertson-Ryan & Associates, Inc. 401(k) Savings Plan's outsized position by total assets

Robertson-Ryan & Associates, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$20,243,057 Top 23% higher than 77% 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-Ryan & Associates, Inc. 401(k) Savings 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-Ryan & Associates, Inc. 401(k) Savings Plan sits mid-pack in the medium band (251 participants).

Published 5500 schedule card

Filing strip 390605130 · Robertson Ryan & Associates, Inc. PY 2022 · 401(k)

Robertson-Ryan & Associates, Inc. 401(k) Savings Plan · $20M · 251 · 77th

  • BOOK $20M
  • BOOK 251
  • BOOK 77th
  • BOOK 401(k)
  • BOOK near Qualtek Services Retirement Plan
  • BOOK ind #5942

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Robertson-Ryan & Associates, Inc. 401(k) Savings Plan in the asset neighbourhood

Morgan Services, Inc. Savings Plus PlanMorgan Services, Inc. Saving…$20MRobertson-Ryan & Associates, Inc. 401(k) Savings PlanRobertson-Ryan & Associates,…$20MQualtek Services Retirement PlanQualtek Services Retirement …$20MAtlantic Coast Automotive, Inc. 401(k) PlanAtlantic Coast Automotive, I…$20MEssa Bank & Trust 401(k) Plan$20M
End-of-year total assets ($M) among Robertson-Ryan & Associates, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$20M
Net Income-$3M
Employer EIN390605130
Plan Effective Date1982-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Robertson Ryan & Associates, Inc.)

Sponsor-wide plan assets over time

All Robertson Ryan & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 45.33321721121469% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.2M $29.4M ▲ +45.4%
Year Plans Participants Total Assets
2022 1 251 $20M
2023 1 277 $24M
2024 1 338 $29M

Nearby 401(k) Plans in Wisconsin

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

Robertson-Ryan & Associates, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Robertson-Ryan & Associates, Inc. 401(k) Savings Plan, Total assets ($B): 0.020243057 · Participants: 251Robertson-Ryan & Associates, Inc. 401(k) Savings PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Robertson-Ryan & Associates, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Robertson-Ryan & Associates, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Robertson-Ryan & Associates, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Qualtek Services Retirement Plan in PA ($20M); by covered participants it is Trusted Senior Care, LLC Dba Home Instead Senior Care 401(k) Plan in KY (251 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($20M here).

Similar participant headcount

Nearest other-state filings by covered participants (251 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-Ryan & Associates, Inc. 401(k) Savings Plan assets move in 2022? ▼
Robertson-Ryan & Associates, Inc. 401(k) Savings Plan pulled back noticeably - down 14.1% during 2022, from $24M to $20M. Reported net income was -$3M.
How have Robertson Ryan & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robertson Ryan & Associates, Inc.'s sponsor-wide assets grew 45.3%, from $20M to $29M.
Where does Robertson-Ryan & Associates, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Robertson-Ryan & Associates, Inc. 401(k) Savings Plan ranks in the 77th 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-Ryan & Associates, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Qualtek Services Retirement Plan in PA ($20M, 1,902 participants).
Which 401(k) plans cover a similar participant headcount to Robertson-Ryan & Associates, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Trusted Senior Care, LLC Dba Home Instead Senior Care 401(k) Plan in KY (251 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 390605130.

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.