ESOP · DOL Form 5500 · 2022

Roberts Hawaii, Inc ESOP

Data updated 2026-08-25

$109M
Total assets Near avg plan size
1,734
Participants Near avg headcount
93rd
Percentile by assets National rank
$62,891
Avg per participant Low balance/head
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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.

  • #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.

#3,572
in Transportation & Warehousing (3,876 peers)
+1.6%
assets growth YoY
1.1×
vs typical plan assets (national mean)

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.

Roberts Hawaii, Inc. Employee Stock Ownership Plan's outsized position by total assets

Roberts Hawaii, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$109,053,855 Top 7% higher than 93% 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

Roberts Hawaii, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roberts Hawaii, Inc. Employee Stock Ownership Plan lands in the large band (1,734 participants).

Form 5500 schedule snapshot

Filing strip 990185478 · Roberts Hawaii, Inc PY 2022 · ESOP

Roberts Hawaii, Inc. Employee Stock Ownership Plan · $109M · 1,734 · 93rd

  • SCH $109M
  • EBSA 1,734
  • PART 93rd
  • TYPE ESOP
  • NET near Interstate Personnel Services, Inc. Employee Stock Ownership Plan
  • BOOK ind #3572

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 What is an ESOP? → · Plans in Hawaii →

Roberts Hawaii, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and SubsidiariesEmployee Stock Ownership Pla…$110MRoberts Hawaii, Inc. Employee Stock Ownership PlanRoberts Hawaii, Inc. Employe…$109MInterstate Personnel Services, Inc. Employee Stock Ownership PlanInterstate Personnel Service…$109MJoy Cone Co. Employee Stock Ownership PlanJoy Cone Co. Employee Stock …$109MGbs Corp & Subsidiaries Employee Stock Ownership Plan & TrustGbs Corp & Subsidiaries Empl…$109M
End-of-year total assets ($M) among Roberts Hawaii, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Hawaii filing particulars

Total Assets (Beginning of Year)$107M
Net Assets (End of Year)$99M
Net Income-$8M
Employer EIN990185478
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roberts Hawaii, Inc)

Sponsor-wide plan assets over time

All Roberts Hawaii, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$162M 20.760767315588176% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $134M $162M ▲ +20.8%
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 Scatter plot of 6 data points. 0500100015002000 708090100110120 Total assets ($M) Participants Roberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 109.053855 · Participants: 1734Roberts Hawaii, Inc. Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 110.308171 · Participants: 260Bowers & Kubota Consulting, Inc. ESOPR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 102.847955 · Participants: 99R. M. Towill Corporation Employee Stock Ownership PlanGpf Life and Health Benefits Co. Employee Stock Ownership Plan, Total assets ($M): 93.422329 · Participants: 109Gpf Life and Health Benefits Co. Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 83.237111 · Participants: 338Hpm Building Supply Employee Stock Ownership PlanAlbert C. Kobayashi, Inc. Employee Stock Ownership Plan, Total assets ($M): 75.785499 · Participants: 95Albert C. Kobayashi, Inc. Employee Stock Ownership Plan
Roberts Hawaii, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Roberts Hawaii, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Roberts Hawaii, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Hawaii, the nearest ESOP by assets is Interstate Personnel Services, Inc. Employee Stock Ownership Plan in KY ($109M); by covered participants it is Challenge Mfg. Holdings, Inc. Employee Stock Ownership Plan in MI (1,721 participants). Same-state nearby plans are listed separately above.

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 Roberts Hawaii, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Roberts Hawaii, Inc. Employee Stock Ownership Plan edged up modestly - up 1.6% during 2022, from $107M to $109M. Reported net income was -$8M.
How have Roberts Hawaii, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberts Hawaii, Inc's sponsor-wide assets grew 20.8%, from $134M to $162M.
Where does Roberts Hawaii, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Roberts Hawaii, Inc. Employee Stock Ownership Plan ranks in the 93rd 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 ESOP plans are similar in size to Roberts Hawaii, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Interstate Personnel Services, Inc. Employee Stock Ownership Plan in KY ($109M, 831 participants).
Which ESOP plans cover a similar participant headcount to Roberts Hawaii, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Challenge Mfg. Holdings, Inc. Employee Stock Ownership Plan in MI (1,721 participants, $7M 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 990185478.

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.