401(k) · DOL Form 5500 · 2022

Robertet, Inc. 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
354
Participants Below avg headcount
92nd
Percentile by assets National rank
$252,988
Avg per participant Above avg balance/head
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Official DOL plan name: Robertet USA 401(k) Plan · Sponsored by Robertet, Inc. · New Jersey · Manufacturing

$90M in assets, 354 participants

Robertet, Inc.'s Robertet USA 401(k) Plan reported $90M in total assets and 354 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #18,131 in Manufacturing (20,602 peers)

Coverage in New Jersey

Robertet USA 401(k) Plan covers 354 participants in New Jersey, about 42% of the average New Jersey filer (state average ~844 per filing). Assets: $90M.

#18,131
in Manufacturing (20,602 peers)
-18.6%
assets change YoY
0.9×
vs typical plan assets (national mean)

The plan reported a net loss of $20M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robertet USA 401(k) Plan's outsized position by total assets

Robertet USA 401(k) Plan vs every filed plan by assets

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

$89,557,600 Top 8% higher than 92% 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

Robertet USA 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. Robertet USA 401(k) Plan sits mid-pack in the medium band (354 participants).

Form 5500 schedule snapshot

Filing strip 222273649 · Robertet, Inc. PY 2022 · 401(k)

Robertet USA 401(k) Plan · $90M · 354 · 92nd

  • EBSA $90M
  • EBSA 354
  • EBSA 92nd
  • EBSA 401(k)
  • EBSA near St. Joseph and Covenant Health Systems 403(b) Plan
  • EBSA ind #18131

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 Manufacturing retirement plans → · Plans in New Jersey →

Robertet USA 401(k) Plan in the asset neighbourhood

St. Joseph and Covenant Health Systems 403(b) PlanSt. Joseph and Covenant Heal…$90MSaginaw Chippewa Indian Tribe of Michigan 401(k) Profit Sharing PlanSaginaw Chippewa Indian Trib…$90MRobertet USA 401(k) Plan$90MDel Monte Foods, Inc. Savings PlanDel Monte Foods, Inc. Saving…$90MDril-Quip, Inc. Employee 401(k) Retirement PlanDril-Quip, Inc. Employee 401…$90M
End-of-year total assets ($M) among Robertet USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New Jersey filing particulars

Total Assets (Beginning of Year)$110M
Net Assets (End of Year)$90M
Net Income-$20M
Employer EIN222273649
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robertet, Inc.)

Sponsor-wide plan assets over time

All Robertet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$112M 24.9998057116314% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $89.6M $112M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 354 $90M
2023 1 368 $106M
2024 1 413 $112M

Nearby 401(k) Plans in New Jersey

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

Robertet USA 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Robertet USA 401(k) Plan, Total assets ($B): 0.0895576 · Participants: 354Robertet USA 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
Robertet USA 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Robertet USA 401(k) Plan side-by-side with 3 peers →

Robertet USA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is St. Joseph and Covenant Health Systems 403(b) Plan in WA ($90M); by covered participants it is Mb Precision Company 401(k) Plan in CT (354 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (354 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 Robertet USA 401(k) Plan assets move in 2022? ▼
Robertet USA 401(k) Plan declined sharply - down 18.6% during 2022, from $110M to $90M. Reported net income was -$20M.
How have Robertet, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robertet, Inc.'s sponsor-wide assets grew 25.0%, from $90M to $112M.
Where does Robertet USA 401(k) Plan rank by assets among Form 5500 filers? ▼
Robertet USA 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Robertet USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is St. Joseph and Covenant Health Systems 403(b) Plan in WA ($90M, 713 participants).
Which 401(k) plans cover a similar participant headcount to Robertet USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mb Precision Company 401(k) Plan in CT (354 participants, $17M 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 222273649.

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.