ESOP · DOL Form 5500 · 2022
Roberts Hawaii, Inc ESOP
Data updated 2026-08-11
- $109M
- Total assets
- 1,734
- Participants
- 93rd
- Percentile by assets
- $62,891
- Avg per participant
Official DOL plan name: Roberts Hawaii, Inc. Employee Stock Ownership Plan · Sponsored by Roberts Hawaii, Inc · Hawaii · Transportation & Warehousing
$109M in assets, 1,734 participants
Roberts Hawaii, Inc's Roberts Hawaii, Inc. Employee Stock Ownership Plan reported $109M in total assets and 1,734 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 139,126 plans)
- #3,572 in Transportation & Warehousing (3,876 peers)
Coverage in Hawaii
Roberts Hawaii, Inc. Employee Stock Ownership Plan covers 1,734 participants in Hawaii, 4.6x the typical Hawaii plan (state average ~380 per filing). Assets: $109M.
- $109M
- total plan assets (2022 EOY)
- 1,734
- covered participants
- 93rd
- percentile by assets (of 139,126 plans)
- $62,891
- avg assets per participant
The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Hawaii filers
In Hawaii, the average filing covers about 380 participants across 517 plans. Roberts Hawaii, Inc. Employee Stock Ownership Plan reports 1,734 participants - 4.6x that state average ($109M EOY assets).
Hawaii filing particulars
| Total Assets (Beginning of Year) | $107M |
|---|---|
| Net Assets (End of Year) | $99M |
| Net Income | -$8M |
| Employer EIN | 990185478 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roberts Hawaii, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,311 | $134M |
| 2023 | 2 | 2,350 | $156M |
| 2024 | 2 | 2,246 | $162M |
Nearby ESOP Plans in Hawaii
Peer ESOP plans, same state, same plan type, ranked by total assets.
Roberts Hawaii, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
- Bowers & Kubota Consulting, Inc. ESOP $110M · 260
- R. M. Towill Corporation Employee Stock Ownership Plan $103M · 99
- Gpf Life and Health Benefits Co. Employee Stock Ownership Plan $93M · 109
- Hpm Building Supply Employee Stock Ownership Plan $83M · 338
- Albert C. Kobayashi, Inc. Employee Stock Ownership Plan $76M · 95
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Roberts Hawaii, Inc. Employee Stock Ownership Plan by total assets, not by location.
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan (KY) $109M · 831
- Joy Cone Co. Employee Stock Ownership Plan (PA) $109M · 860
- Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries (AL) $110M · 886
- Gbs Corp & Subsidiaries Employee Stock Ownership Plan & Trust (OH) $109M · 187
Frequently Asked Questions
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Filing takeaways
Ways to act on Roberts Hawaii, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Roberts Hawaii, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Hawaii. Compare plans
- Roberts Hawaii, Inc's sponsor-wide assets have grown 20.8% since 2022 across 3 plan years on file. More Transportation & Warehousing plans