401(k) · DOL Form 5500 · 2022

D.B. Roberts, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
323
Participants Below avg headcount
75th
Percentile by assets National rank
$54,439
Avg per participant Low balance/head
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Official DOL plan name: D. B. Roberts, Inc. 401(k) Plan · Sponsored by D.B. Roberts, Inc. · Massachusetts · Wholesale Trade

$18M in assets, 323 participants

D.B. Roberts, Inc.'s D. B. Roberts, Inc. 401(k) Plan reported $18M in total assets and 323 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #4,932 in Wholesale Trade (6,843 peers)

Coverage in Massachusetts

D. B. Roberts, Inc. 401(k) Plan covers 323 participants in Massachusetts, about 49% of the average Massachusetts filer (state average ~659 per filing). Assets: $18M.

#4,932
in Wholesale Trade (6,843 peers)
-12.4%
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.

D. B. Roberts, Inc. 401(k) Plan's outsized position by total assets

D. B. Roberts, Inc. 401(k) Plan vs every filed plan by assets

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

$17,583,903 Top 25% higher than 75% 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

D. B. Roberts, 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. D. B. Roberts, Inc. 401(k) Plan sits mid-pack in the medium band (323 participants).

Published 5500 schedule card

Filing strip 043335813 · D.B. Roberts, Inc. PY 2022 · 401(k)

D. B. Roberts, Inc. 401(k) Plan · $18M · 323 · 75th

  • EOY $18M
  • 5500 323
  • ASSETS 75th
  • PCT 401(k)
  • EIN near Service Electric Cable Tv, Inc. IBEW 375 401(k) Profit Sharing Plan
  • RANK ind #4932

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 Massachusetts →

D. B. Roberts, Inc. 401(k) Plan in the asset neighbourhood

D. B. Roberts, Inc. 401(k) PlanD. B. Roberts, Inc. 401(k) P…$18MService Electric Cable Tv, Inc. IBEW 375 401(k) Profit Sharing PlanService Electric Cable Tv, I…$18MEagle Global Advisors, L.L.C. 401(k) & Profit Sharing PlanEagle Global Advisors, L.L.C…$18MBrennan Center for Justice 401(k) Profit Sharing PlanBrennan Center for Justice 4…$18MLivewire Ev, LLC 401(k) Plan$18M
End-of-year total assets ($M) among D. B. Roberts, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Massachusetts filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$18M
Net Income-$3M
Employer EIN043335813
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (D.B. Roberts, Inc.)

Sponsor-wide plan assets over time

All D.B. Roberts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 17.62128123659463% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $17.6M $20.7M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 323 $18M
2023 1 322 $19M
2024 1 313 $21M

Nearby 401(k) Plans in Massachusetts

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

D. B. Roberts, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -100102030 Total assets ($B) Participants D. B. Roberts, Inc. 401(k) Plan, Total assets ($B): 0.017583903 · Participants: 323D. B. Roberts, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 22.953563448 · Participants: 52036Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 8.79802945 · Participants: 32843Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 5.810585521 · Participants: 13690Massachusetts Institute of Technology Supplemental 401(k) PlanPhilips North America 401(k) Plan, Total assets ($B): 5.180251859 · Participants: 19750Philips North America 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 4.853752256 · Participants: 18359Boston Scientific Corporation 401(k) Retirement Savings Plan
D. B. Roberts, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare D. B. Roberts, Inc. 401(k) Plan side-by-side with 3 peers →

D. B. Roberts, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Service Electric Cable Tv, Inc. IBEW 375 401(k) Profit Sharing Plan in PA ($18M); by covered participants it is Callon Petroleum Company Employee Savings & Protection Plan in TX (323 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (323 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 D. B. Roberts, Inc. 401(k) Plan assets move in 2022? ▼
D. B. Roberts, Inc. 401(k) Plan pulled back noticeably - down 12.4% during 2022, from $20M to $18M. Reported net income was -$3M.
How have D.B. Roberts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), D.B. Roberts, Inc.'s sponsor-wide assets grew 17.6%, from $18M to $21M.
Where does D. B. Roberts, Inc. 401(k) Plan rank by assets among Form 5500 filers? ▼
D. B. Roberts, Inc. 401(k) Plan ranks in the 75th 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 D. B. Roberts, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Service Electric Cable Tv, Inc. IBEW 375 401(k) Profit Sharing Plan in PA ($18M, 156 participants).
Which 401(k) plans cover a similar participant headcount to D. B. Roberts, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Callon Petroleum Company Employee Savings & Protection Plan in TX (323 participants, $46M 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 043335813.

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.