401(k) · DOL Form 5500 · 2022

The John Roberts Company 401(k) Plan

Data updated 2026-08-25

$33M
Total assets Below avg plan size
243
Participants Below avg headcount
84th
Percentile by assets National rank
$134,409
Avg per participant Near avg balance/head
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Official DOL plan name: The John Roberts Company Profit Sharing Plan · Sponsored by The John Roberts Company · Minnesota · Information & Media

$33M in assets, 243 participants

The John Roberts Company's The John Roberts Company Profit Sharing Plan reported $33M in total assets and 243 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • #2,237 in Information & Media (2,911 peers)

Coverage in Minnesota

The John Roberts Company Profit Sharing Plan covers 243 participants in Minnesota, about 22% of the average Minnesota filer (state average ~1,126 per filing). Assets: $33M.

#2,237
in Information & Media (2,911 peers)
+2.2%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The John Roberts Company Profit Sharing Plan's outsized position by total assets

The John Roberts Company Profit Sharing Plan vs every filed plan by assets

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

$32,661,354 Top 16% higher than 84% 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

The John Roberts Company Profit Sharing 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. The John Roberts Company Profit Sharing Plan sits mid-pack in the medium band (243 participants).

Published 5500 schedule card

Filing strip 410763427 · The John Roberts Company PY 2022 · 401(k)

The John Roberts Company Profit Sharing Plan · $33M · 243 · 84th

  • VS-ST $33M
  • BOY 243
  • SCH 84th
  • EBSA 401(k)
  • PART near Atane 401(k) and Profit Sharing Plan
  • TYPE ind #2237

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 Information & Media retirement plans → · Plans in Minnesota →

The John Roberts Company Profit Sharing Plan in the asset neighbourhood

Authority Brands, Inc. 401(k) PlanAuthority Brands, Inc. 401(k…$33MChicago Faucet Company Retirement and Savings PlanChicago Faucet Company Retir…$33MThe John Roberts Company Profit Sharing PlanThe John Roberts Company Pro…$33MAtane 401(k) and Profit Sharing PlanAtane 401(k) and Profit Shar…$33MDaniel G. Schuster LLC 401(k) Salary Reduction PlanDaniel G. Schuster LLC 401(k…$33M
End-of-year total assets ($M) among The John Roberts Company Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Minnesota filing particulars

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$33M
Net Income$705K
Employer EIN410763427
Plan Effective Date1959-07-15
Filing StatusFILING RECEIVED

Sponsor Plan History (The John Roberts Company)

Sponsor-wide plan assets over time

All The John Roberts Company plans reported in each filing year

Latest sponsor-wide plan assets
$40M 23.044439615087605% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.7M $40.2M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 243 $33M
2023 1 202 $37M
2024 1 201 $40M

Nearby 401(k) Plans in Minnesota

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

The John Roberts Company Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants The John Roberts Company Profit Sharing Plan, Total assets ($B): 0.032661354 · Participants: 243The John Roberts Company Profit Sharing PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
The John Roberts Company Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare The John Roberts Company Profit Sharing Plan side-by-side with 3 peers →

The John Roberts Company Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Atane 401(k) and Profit Sharing Plan in NY ($33M); by covered participants it is Allied Wire & Cable, Inc. 401(k) Profit Sharing Plan in PA (243 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (243 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 The John Roberts Company Profit Sharing Plan assets move in 2022? ▼
The John Roberts Company Profit Sharing Plan edged up modestly - up 2.2% during 2022, from $32M to $33M. Reported net income was $705K.
How have The John Roberts Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The John Roberts Company's sponsor-wide assets grew 23.0%, from $33M to $40M.
Where does The John Roberts Company Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The John Roberts Company Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to The John Roberts Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Atane 401(k) and Profit Sharing Plan in NY ($33M, 173 participants).
Which 401(k) plans cover a similar participant headcount to The John Roberts Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Allied Wire & Cable, Inc. 401(k) Profit Sharing Plan in PA (243 participants, N/A 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 410763427.

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.