401(k) · DOL Form 5500 · 2022

Roebbelen Management, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
192
Participants Below avg headcount
80th
Percentile by assets National rank
$126,150
Avg per participant Near avg balance/head
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Official DOL plan name: Roebbelen Management, Inc. 401(k) Profit Sharing Plan · Sponsored by Roebbelen Management, Inc. · California · Professional & Technical Services

$24M in assets, 192 participants

Roebbelen Management, Inc.'s Roebbelen Management, Inc. 401(k) Profit Sharing Plan reported $24M in total assets and 192 participants in its 2022 DOL Form 5500 filing, ranking in the 80th 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.

  • #17,346 in Professional & Technical Services (21,562 peers)

Coverage in California

Roebbelen Management, Inc. 401(k) Profit Sharing Plan covers 192 participants in California, about 30% of the average California filer (state average ~630 per filing). Assets: $24M.

#17,346
in Professional & Technical Services (21,562 peers)
-16.2%
assets change YoY
0.2×
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.

Roebbelen Management, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Roebbelen Management, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$24,220,853 Top 20% higher than 80% 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

Roebbelen Management, Inc. 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. Roebbelen Management, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (192 participants).

Form 5500 schedule snapshot

Filing strip 680421620 · Roebbelen Management, Inc. PY 2022 · 401(k)

Roebbelen Management, Inc. 401(k) Profit Sharing Plan · $24M · 192 · 80th

  • IND $24M
  • EOY 192
  • 5500 80th
  • ASSETS 401(k)
  • PCT near Mutual Benefit Insurance Company 401(k) Plan
  • EIN ind #17346

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 California →

Roebbelen Management, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Roebbelen Management, Inc. 401(k) Profit Sharing PlanRoebbelen Management, Inc. 4…$24MMutual Benefit Insurance Company 401(k) PlanMutual Benefit Insurance Com…$24MCarl Marks & Co., Inc Retirement Savings PlanCarl Marks & Co., Inc Retire…$24MUgsoa Retirement Plan$24MAmbulatory Medical Practices Management Services Organization, Inc. 401(k) PlanAmbulatory Medical Practices…$24M
End-of-year total assets ($M) among Roebbelen Management, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$24M
Net Income-$5M
Employer EIN680421620
Plan Effective Date1987-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roebbelen Management, Inc.)

Sponsor-wide plan assets over time

All Roebbelen Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 30.562474409964008% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.2M $31.6M ▲ +30.6%
Year Plans Participants Total Assets
2022 1 192 $24M
2023 1 203 $30M
2024 1 199 $32M

Nearby 401(k) Plans in California

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

Roebbelen Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Roebbelen Management, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.024220853 · Participants: 192Roebbelen Management, Inc. 401(k) Profit Sharing PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Roebbelen Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Roebbelen Management, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Roebbelen Management, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mutual Benefit Insurance Company 401(k) Plan in PA ($24M); by covered participants it is Discovery Living, Inc. 401(k) Plan in IA (192 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Roebbelen Management, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Roebbelen Management, Inc. 401(k) Profit Sharing Plan declined sharply - down 16.2% during 2022, from $29M to $24M. Reported net income was -$5M.
How have Roebbelen Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roebbelen Management, Inc.'s sponsor-wide assets grew 30.6%, from $24M to $32M.
Where does Roebbelen Management, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Roebbelen Management, Inc. 401(k) Profit Sharing Plan ranks in the 80th 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 Roebbelen Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mutual Benefit Insurance Company 401(k) Plan in PA ($24M, 145 participants).
Which 401(k) plans cover a similar participant headcount to Roebbelen Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Discovery Living, Inc. 401(k) Plan in IA (192 participants, $2M 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 680421620.

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.