401(k) · DOL Form 5500 · 2023

Bob Roberts & Company, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
14
Participants Small participant base
28th
Percentile by assets National rank
$108,898
Avg per participant Below avg balance/head
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Official DOL plan name: Bob Roberts & Company, Inc. Retirement Plan · Sponsored by Bob Roberts & Company, Inc. · Alabama · Construction

$2M in assets, 14 participants

Bob Roberts & Company, Inc.'s Bob Roberts & Company, Inc. Retirement Plan reported $2M in total assets and 14 participants in its 2023 DOL Form 5500 filing, ranking in the 28th 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.

  • #2,289 in Construction (9,030 peers)

Bob Roberts & Company, Inc. multi-year trail

Bob Roberts & Company, Inc.'s plans moved +46.1% in assets from 2022 to 2024; this filing shows Bob Roberts & Company, Inc. Retirement Plan at $2M / 14 participants.

#2,289
in Construction (9,030 peers)
+24.1%
assets growth YoY

Bob Roberts & Company, Inc. Retirement Plan among the smaller filed plans by assets

Bob Roberts & Company, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,524,568 28th percentile higher than 28% of 127,068 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 2023

Bob Roberts & Company, Inc. Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bob Roberts & Company, Inc. Retirement Plan is a small filing (14 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bob Roberts & Company, Inc. Retirement Plan reported net income rose from -$115K in the plan year 2022 filing to $296K in the plan year 2023 filing.
  • Bob Roberts & Company, Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Bob Roberts & Company, Inc. Retirement Plan reported participants rose from 13 in the plan year 2022 filing to 14 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 630521810 · Bob Roberts & Company, Inc. PY 2023 · 401(k)

Bob Roberts & Company, Inc. Retirement Plan · $2M · 14 · 28th

  • RANK $2M
  • PHOTO 14
  • IND 28th
  • EOY 401(k)
  • 5500 near The Sieb Organization Inc 401(k) Profit Sharing Plan & Trust
  • ASSETS ind #2289

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 Construction retirement plans → · Plans in Alabama →

Bob Roberts & Company, Inc. Retirement Plan in the asset neighbourhood

Bob Roberts & Company, Inc. Retirement PlanBob Roberts & Company, Inc. …$2MThe Sieb Organization Inc 401(k) Profit Sharing Plan & TrustThe Sieb Organization Inc 40…$2MRudy's Barbershop 401(k) Plan$2ME V I Profit Sharing Plan$2MMerit Auto Group Savings Incentive PlanMerit Auto Group Savings Inc…$2M
End-of-year total assets ($M) among Bob Roberts & Company, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bob Roberts & Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Bob Roberts & Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 46.10102516552194% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M$2M 202220232024 $1.23M $1.79M ▲ +45.5%
Year Plans Participants Total Assets
2022 1 13 $1M
2023 1 14 $2M
2024 1 14 $2M

Bob Roberts & Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$296K
Employer EIN630521810
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Bob Roberts & Company, Inc. Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Bob Roberts & Company, Inc. Retirement Plan, Total assets ($B): 0.001524568 · Participants: 14Bob Roberts & Company, Inc. Retirement PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Bob Roberts & Company, Inc. Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Bob Roberts & Company, Inc. Retirement Plan side-by-side with 3 peers →

Bob Roberts & Company, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is The Sieb Organization Inc 401(k) Profit Sharing Plan & Trust in AZ ($2M); by covered participants it is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Bob Roberts & Company, Inc. Retirement Plan assets move in 2023? ▼
Bob Roberts & Company, Inc. Retirement Plan grew sharply - up 24.1% during 2023, from $1M to $2M. Reported net income was $296K.
How have Bob Roberts & Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bob Roberts & Company, Inc.'s sponsor-wide assets grew 46.1%, from $1M to $2M.
Which 401(k) plans are similar in size to Bob Roberts & Company, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Sieb Organization Inc 401(k) Profit Sharing Plan & Trust in AZ ($2M, 4 participants).
Which 401(k) plans cover a similar participant headcount to Bob Roberts & Company, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gibbs Maintenance, Profit Sharing Plan and Trust in CA (14 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630521810.

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.