Defined Benefit (Pension) · DOL Form 5500 · 2022

Terry Roberts Site Work, Inc. Pension Plan

Data updated 2026-08-25

$875K
Total assets Small plan by assets
8
Participants Small participant base
24th
Percentile by assets National rank
$109,323
Avg per participant Below avg balance/head
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Official DOL plan name: Terry Roberts Site Work, Inc. Cash Balance Plan · Sponsored by Terry Roberts Site Work, Inc. · Florida · Construction

$875K in assets, 8 participants

Terry Roberts Site Work, Inc.'s Terry Roberts Site Work, Inc. Cash Balance Plan reported $875K in total assets and 8 participants in its 2022 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,082 in Construction (9,927 peers)

2022 asset change

Terry Roberts Site Work, Inc. Cash Balance Plan surged 76.8% in 2022 ($495K → $875K) for 8 participants.

#2,082
in Construction (9,927 peers)
+76.8%
assets growth YoY

Terry Roberts Site Work, Inc. Cash Balance Plan among the smaller filed plans by assets

Terry Roberts Site Work, Inc. Cash Balance Plan vs every filed plan by assets

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

$874,584 24th percentile higher than 24% 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

Terry Roberts Site Work, Inc. Cash Balance Plan among micro filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Terry Roberts Site Work, Inc. Cash Balance Plan is a micro filing (8 participants), the leftmost band.

Plan-year Form 5500 strip

Filing strip 431953719 · Terry Roberts Site Work, Inc. PY 2022 · Defined Benefit (Pension)

Terry Roberts Site Work, Inc. Cash Balance Plan · $875K · 8 · 24th

  • PHOTO $875K
  • IND 8
  • EOY 24th
  • 5500 Defined Benefit (Pension)
  • ASSETS near Sopo Asset Management, Inc. Pension Plan
  • PCT ind #2082

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 Florida →

Terry Roberts Site Work, Inc. Cash Balance Plan in the asset neighbourhood

Ljms Associates, LLC Retirement Plan and TrustLjms Associates, LLC Retirem…$878KProcurement Concepts, Inc. Defined Benefit Pension Plan TrustProcurement Concepts, Inc. D…$879KTerry Roberts Site Work, Inc. Cash Balance PlanTerry Roberts Site Work, Inc…$875KSopo Asset Management, Inc. Pension PlanSopo Asset Management, Inc. …$875KMercy Health & Rehabilitation Center Group Annuity PlanMercy Health & Rehabilitatio…$871K
End-of-year total assets ($M) among Terry Roberts Site Work, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Terry Roberts Site Work, Inc. years around the 2022 move

Sponsor-wide plan assets over time

All Terry Roberts Site Work, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M 202220232024 $0.87M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 8 $875K
2023 1 8 $856K
2024 1 8 N/A

2022 asset-move particulars

Total Assets (Beginning of Year)$495K
Net Assets (End of Year)$875K
Net Income$380K
Employer EIN431953719
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Terry Roberts Site Work, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -202468 Total assets ($B) Participants Terry Roberts Site Work, Inc. Cash Balance Plan, Total assets ($B): 0.000874584 · Participants: 8Terry Roberts Site Work, Inc. Cash Balance PlanL3harris Aviation Products Pension Plan, Total assets ($B): 6.623750939 · Participants: 10L3harris Aviation Products Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 4.827563863 · Participants: 13210Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.20978 · Participants: 2728Csx Pension PlanRetirement Benefit Accumulation Plan for Employees of Pwc LLP, Total assets ($B): 1.852268551 · Participants: 5861Retirement Benefit Accumulation Plan for Employees of Pwc LLPPricewaterhousecoopers LLP Retirement Accumulation Plan for Partners, Total assets ($B): 1.789426694 · Participants: 3819Pricewaterhousecoopers LLP Retirement Accumulation Plan for Partners
Terry Roberts Site Work, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Terry Roberts Site Work, Inc. Cash Balance Plan side-by-side with 3 peers →

Terry Roberts Site Work, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Sopo Asset Management, Inc. Pension Plan in CA ($875K); by covered participants it is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Terry Roberts Site Work, Inc. Cash Balance Plan assets move in 2022? ▼
Terry Roberts Site Work, Inc. Cash Balance Plan surged - up 76.8% during 2022, from $495K to $875K. Reported net income was $380K.
Where does Terry Roberts Site Work, Inc. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Terry Roberts Site Work, Inc. Cash Balance Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Terry Roberts Site Work, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Sopo Asset Management, Inc. Pension Plan in CA ($875K, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Terry Roberts Site Work, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants, $756K 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 431953719.

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.