401(k) · DOL Form 5500 · 2023

Robbins, Kelly, Patterson & Tucker 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
44
Participants Small participant base
71st
Percentile by assets National rank
$417,733
Avg per participant High balance/head
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Official DOL plan name: Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan · Sponsored by Robbins, Kelly, Patterson & Tucker · Ohio · Professional & Technical Services

$18M in assets, 44 participants

Robbins, Kelly, Patterson & Tucker's Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan reported $18M in total assets and 44 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.

  • #14,351 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan holds $18M for 44 participants - about $417,733 per participant, above the median plan by assets.

#14,351
in Professional & Technical Services (20,321 peers)
-1.2%
assets change YoY

The plan reported a net loss of $222K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan's outsized position by total assets

Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan vs every filed plan by assets

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

$18,380,253 Top 29% higher than 71% 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

Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing 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. Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan is a small filing (44 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to -$222K in the plan year 2023 filing.
  • Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan reported participants rose from 43 in the plan year 2022 filing to 44 in the plan year 2023 filing.
  • Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan end-of-year assets fell from $19M in the plan year 2022 filing to $18M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 310796417 · Robbins, Kelly, Patterson & Tucker PY 2023 · 401(k)

Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan · $18M · 44 · 71st

  • PART $18M
  • TYPE 44
  • NET 71st
  • BOOK 401(k)
  • VS-ST near Aurora Salary Deferred Savings Plan
  • BOY ind #14351

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 Professional & Technical Services retirement plans → · Plans in Ohio →

Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan in the asset neighbourhood

Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing PlanRobbins, Kelly, Patterson & …$18MAurora Salary Deferred Savings PlanAurora Salary Deferred Savin…$18MNorthern Valley Indian Health, Inc. 401(k) Profit Sharing PlanNorthern Valley Indian Healt…$18MAll Environmental, Inc. 401(k) Profit Sharing PlanAll Environmental, Inc. 401(…$18MServer Products, Inc. Employees 401(k) Retirement PlanServer Products, Inc. Employ…$18M
End-of-year total assets ($M) among Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$18M
Net Income-$222K
Employer EIN310796417
Plan Effective Date1987-05-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Robbins, Kelly, Patterson & Tucker)

Sponsor-wide plan assets over time

All Robbins, Kelly, Patterson & Tucker plans reported in each filing year

Latest sponsor-wide plan assets
$19M 3.374827751689771% vs 2022
2024 filing year
$18M$18.5M$19M$19.5M 202220232024 $18.6M $19.2M ▲ +3.4%
Year Plans Participants Total Assets
2022 1 43 $19M
2023 1 44 $18M
2024 1 48 $19M

Nearby 401(k) Plans in Ohio

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

Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan, Total assets ($B): 0.018380253 · Participants: 44Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan side-by-side with 3 peers →

Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Aurora Salary Deferred Savings Plan in NY ($18M); by covered participants it is Stancy Health Care Corp. 401(k) Plan in AZ (44 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (44 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 Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan assets move in 2023? ▼
Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan edged down modestly - down 1.2% during 2023, from $19M to $18M. Reported net income was -$222K.
How have Robbins, Kelly, Patterson & Tucker plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robbins, Kelly, Patterson & Tucker's sponsor-wide assets grew 3.4%, from $19M to $19M.
Which 401(k) plans are similar in size to Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aurora Salary Deferred Savings Plan in NY ($18M, 5,722 participants).
Which 401(k) plans cover a similar participant headcount to Robbins, Kelly, Patterson & Tucker 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Stancy Health Care Corp. 401(k) Plan in AZ (44 participants, $1M 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 310796417.

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.