401(k) · DOL Form 5500 · 2022

Robert James Sales, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
140
Participants Small participant base
68th
Percentile by assets National rank
$82,704
Avg per participant Below avg balance/head
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Official DOL plan name: Robert James Sales, Inc 401(k) Plan · Sponsored by Robert James Sales, Inc. · New York · Retail Trade

$12M in assets, 140 participants

Robert James Sales, Inc.'s Robert James Sales, Inc 401(k) Plan reported $12M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #7,464 in Retail Trade (9,519 peers)

Coverage in New York

Robert James Sales, Inc 401(k) Plan covers 140 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $12M.

#7,464
in Retail Trade (9,519 peers)
-25.1%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert James Sales, Inc 401(k) Plan's outsized position by total assets

Robert James Sales, Inc 401(k) Plan vs every filed plan by assets

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

$11,578,530 Top 32% higher than 68% 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

Robert James Sales, Inc 401(k) 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. Robert James Sales, Inc 401(k) Plan sits mid-pack in the medium band (140 participants).

Form 5500 schedule snapshot

Filing strip 160993857 · Robert James Sales, Inc. PY 2022 · 401(k)

Robert James Sales, Inc 401(k) Plan · $12M · 140 · 68th

  • NET $12M
  • NET 140
  • NET 68th
  • NET 401(k)
  • NET near Hurley & Associates Savings & Retirement Plan
  • NET ind #7464

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 Retail Trade retirement plans → · Plans in New York →

Robert James Sales, Inc 401(k) Plan in the asset neighbourhood

Robert James Sales, Inc 401(k) PlanRobert James Sales, Inc 401(…$12MHurley & Associates Savings & Retirement PlanHurley & Associates Savings …$12MBlue Racer Midstream Holdings, LLC 401(k) PlanBlue Racer Midstream Holding…$12MDewys Manufacturing, Inc. 401(k) Profit Sharing PlanDewys Manufacturing, Inc. 40…$12MKeiser Corporation 401(k) Profit Sharing PlanKeiser Corporation 401(k) Pr…$12M
End-of-year total assets ($M) among Robert James Sales, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$12M
Net Income-$4M
Employer EIN160993857
Plan Effective Date1975-09-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert James Sales, Inc.)

Sponsor-wide plan assets over time

All Robert James Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 43.715359376362976% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.6M $16.6M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 140 $12M
2023 1 141 $14M
2024 1 139 $17M

Nearby 401(k) Plans in New York

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

Robert James Sales, Inc 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Robert James Sales, Inc 401(k) Plan, Total assets ($B): 0.01157853 · Participants: 140Robert James Sales, Inc 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Robert James Sales, Inc 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Robert James Sales, Inc 401(k) Plan side-by-side with 3 peers →

Robert James Sales, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Hurley & Associates Savings & Retirement Plan in MO ($12M); by covered participants it is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Robert James Sales, Inc 401(k) Plan assets move in 2022? ▼
Robert James Sales, Inc 401(k) Plan declined sharply - down 25.1% during 2022, from $15M to $12M. Reported net income was -$4M.
How have Robert James Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert James Sales, Inc.'s sponsor-wide assets grew 43.7%, from $12M to $17M.
Which 401(k) plans are similar in size to Robert James Sales, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hurley & Associates Savings & Retirement Plan in MO ($12M, 87 participants).
Which 401(k) plans cover a similar participant headcount to Robert James Sales, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dot Leasing Inc 401(k) Profit Sharing Plan & Trust in TX (140 participants, $584K 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 160993857.

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.