ESOP · DOL Form 5500 · 2022

Robinson, Inc. ESOP

Data updated 2026-08-25

$18M
Total assets Small plan by assets
558
Participants Below avg headcount
75th
Percentile by assets National rank
$31,515
Avg per participant Low balance/head
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Official DOL plan name: Robinson Inc. ESOP Plan & Trust · Sponsored by Robinson, Inc. · Wisconsin · Manufacturing

$18M in assets, 558 participants

Robinson, Inc.'s Robinson Inc. ESOP Plan & Trust reported $18M in total assets and 558 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #13,492 in Manufacturing (20,602 peers)

Where Robinson Inc. ESOP Plan & Trust sits by assets

Robinson Inc. ESOP Plan & Trust sits in the top quartile of all filed plans by assets, $18M for 558 participants (~$31,515/participant).

#13,492
in Manufacturing (20,602 peers)
-$48M
reported net income
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $48M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robinson Inc. ESOP Plan & Trust's outsized position by total assets

Robinson Inc. ESOP Plan & Trust vs every filed plan by assets

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

$17,585,167 Top 25% higher than 75% 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

Robinson Inc. ESOP Plan & Trust 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. Robinson Inc. ESOP Plan & Trust sits mid-pack in the medium band (558 participants).

Published 5500 schedule card

Filing strip 391212475 · Robinson, Inc. PY 2022 · ESOP

Robinson Inc. ESOP Plan & Trust · $18M · 558 · 75th

  • BOOK $18M
  • VS-ST 558
  • BOY 75th
  • SCH ESOP
  • EBSA near Elliott Machine Shop, Inc. Employee Stock Ownership Plan
  • PART ind #13492

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 Wisconsin →

Robinson Inc. ESOP Plan & Trust in the asset neighbourhood

Olum's of Binghamton, Inc. Employee Stock Ownership PlanOlum's of Binghamton, Inc. E…$18MElliott Machine Shop, Inc. Employee Stock Ownership PlanElliott Machine Shop, Inc. E…$18MRobinson Inc. ESOP Plan & TrustRobinson Inc. ESOP Plan & Tr…$18MArcherpoint Employee Stock Ownership and 401(k) PlanArcherpoint Employee Stock O…$18MKing Kullen Employee Stock Ownership PlanKing Kullen Employee Stock O…$18M
End-of-year total assets ($M) among Robinson Inc. ESOP Plan & Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)-$48M
Net Income-$48M
Employer EIN391212475
Plan Effective Date2022-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robinson, Inc.)

Sponsor-wide plan assets over time

All Robinson, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$334M 562.2251817191482% vs 2022
2024 filing year
$0M$100M$200M$300M$400M 202220232024 $50.4M $334M ▲ +562.2%
Year Plans Participants Total Assets
2022 2 1,105 $50M
2023 2 985 $187M
2024 2 1,024 $334M

Nearby ESOP Plans in Wisconsin

Peer ESOP plans, same state, same plan type, ranked by total assets.

Robinson Inc. ESOP Plan & Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Robinson Inc. ESOP Plan & Trust, Total assets ($B): 0.017585167 · Participants: 558Robinson Inc. ESOP Plan & TrustSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
Robinson Inc. ESOP Plan & Trust vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Robinson Inc. ESOP Plan & Trust side-by-side with 3 peers →

Robinson Inc. ESOP Plan & Trust's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Elliott Machine Shop, Inc. Employee Stock Ownership Plan in GA ($18M); by covered participants it is Labcon, Inc. Employees' Stock Ownership Plan and Trust in TX (557 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (558 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 have Robinson, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robinson, Inc.'s sponsor-wide assets grew 562.2%, from $50M to $334M.
Where does Robinson Inc. ESOP Plan & Trust rank by assets among Form 5500 filers? ▼
Robinson Inc. ESOP Plan & Trust ranks in the 75th 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 ESOP plans are similar in size to Robinson Inc. ESOP Plan & Trust? ▼
Among ESOP plans in other states, the closest by assets is Elliott Machine Shop, Inc. Employee Stock Ownership Plan in GA ($18M, 54 participants).
Which ESOP plans cover a similar participant headcount to Robinson Inc. ESOP Plan & Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Labcon, Inc. Employees' Stock Ownership Plan and Trust in TX (557 participants, $5M 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 391212475.

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.