Profit Sharing · DOL Form 5500 · 2023

William G Robinson Accountancy Corp Profit Sharing Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
1
Participants Small participant base
72nd
Percentile by assets National rank
$19.0M
Avg per participant High balance/head
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Official DOL plan name: William G Robinson Accountancy Corporation Profit Sharing Plan · Sponsored by William G Robinson Accountancy Corp · California · Professional & Technical Services

$19M in assets, 1 participants

William G Robinson Accountancy Corp's William G Robinson Accountancy Corporation Profit Sharing Plan reported $19M in total assets and 1 participant in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #14,493 in Professional & Technical Services (20,321 peers)

What the 2023 filing shows

William G Robinson Accountancy Corporation Profit Sharing Plan holds $19M for 1 participant - about $19.0M per participant, above the median plan by assets.

#14,493
in Professional & Technical Services (20,321 peers)
+3.9%
assets growth YoY

William G Robinson Accountancy Corporation Profit Sharing Plan's outsized position by total assets

William G Robinson Accountancy Corporation Profit Sharing Plan vs every filed plan by assets

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

$19,011,063 Top 28% higher than 72% 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

William G Robinson Accountancy Corporation Profit Sharing Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. William G Robinson Accountancy Corporation Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • William G Robinson Accountancy Corporation Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to $709K in the plan year 2023 filing.
  • William G Robinson Accountancy Corporation Profit Sharing Plan end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 942626137 · William G Robinson Accountancy Corp PY 2023 · Profit Sharing

William G Robinson Accountancy Corporation Profit Sharing Plan · $19M · 1 · 72nd

  • EOY $19M
  • 5500 1
  • ASSETS 72nd
  • PCT Profit Sharing
  • EIN near Dunwoody Village 403(b)Plan
  • RANK ind #14493

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 California →

William G Robinson Accountancy Corporation Profit Sharing Plan in the asset neighbourhood

The Key Program, Inc. Profit Sharing PlanThe Key Program, Inc. Profit…$19MWilliam G Robinson Accountancy Corporation Profit Sharing PlanWilliam G Robinson Accountan…$19MDunwoody Village 403(b)Plan$19MQvi Profit Sharing Retirement PlanQvi Profit Sharing Retiremen…$19MIncodema Retirement Plan$19M
End-of-year total assets ($M) among William G Robinson Accountancy Corporation Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$709K
Employer EIN942626137
Plan Effective Date1991-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (William G Robinson Accountancy Corp)

Sponsor-wide plan assets over time

All William G Robinson Accountancy Corp plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$10M$20M$30M 202220232024 $18.3M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1 $18M
2023 1 1 $19M
2024 1 1 N/A

Nearby Profit Sharing Plans in California

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

William G Robinson Accountancy Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants William G Robinson Accountancy Corporation Profit Sharing Plan, Total assets ($B): 0.019011063 · Participants: 1William G Robinson Accountancy Corporation Profit Sharing PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
William G Robinson Accountancy Corporation Profit Sharing Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare William G Robinson Accountancy Corporation Profit Sharing Plan side-by-side with 3 peers →

William G Robinson Accountancy Corporation Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Dunwoody Village 403(b)Plan in PA ($19M); by covered participants it is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 William G Robinson Accountancy Corporation Profit Sharing Plan assets move in 2023? ▼
William G Robinson Accountancy Corporation Profit Sharing Plan edged up modestly - up 3.9% during 2023, from $18M to $19M. Reported net income was $709K.
Which Profit Sharing plans are similar in size to William G Robinson Accountancy Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Dunwoody Village 403(b)Plan in PA ($19M, 450 participants).
Which Profit Sharing plans cover a similar participant headcount to William G Robinson Accountancy Corporation Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Luke Krumnow, Inc. Employees Profit Sharing Plan in TX (1 participant, $418K 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 942626137.

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.