Other
2022 plan-year Other DOL Form 5500

Robson Forensic Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Robson Forensic, Inc. · Pennsylvania · Professional & Technical Services

What the 2023 filing shows

Robson Forensic Employee Stock Ownership Plan holds $2M for 141 participants — about $12,903 per participant, up 20.7% over the 2022 plan year.

$2M
total plan assets (2022 EOY)
141
covered participants
$12,903
avg assets per participant
+20.7%
assets growth YoY
Total Assets (2023)
$2M
Participants
141
State
Industry
Professional & Technical Services

What the Filing Says About Robson Forensic Employee Stock Ownership Plan

Robson Forensic Employee Stock Ownership Plan is a Other retirement plan sponsored by Robson Forensic, Inc., headquartered in Pennsylvania. As of the 2022 Form 5500 filing, the plan reports $2M in total end-of-year assets and covers 141 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 232776905, and the plan has been effective since 1995-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $2M at the beginning of 2022 to $2M at year-end — a gain of 20.7%. Net assets (after liabilities) closed the year at $2M, with reported net income of $308K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$2M
Total Assets (End of Year)$2M
Net Assets (End of Year)$2M
Net Income$308K
Plan TypeOther
Employer EIN232776905
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robson Forensic, Inc.)

Year Plans Participants Total Assets
2022 2 308 $17M
2023 2 325 $22M
2024 1 187 $24M

Nearby Other Plans in Pennsylvania

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

Frequently Asked Questions

How much money is in the Robson Forensic Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Robson Forensic Employee Stock Ownership Plan holds $2M in total assets with 141 participants. It is sponsored by Robson Forensic, Inc..
What type of plan is Robson Forensic Employee Stock Ownership Plan?
Robson Forensic Employee Stock Ownership Plan is a Other plan. It has been effective since 1995-01-01. The plan is filed with the U.S. Department of Labor under EIN 232776905.
Who sponsors the Robson Forensic Employee Stock Ownership Plan?
Robson Forensic Employee Stock Ownership Plan is sponsored by Robson Forensic, Inc., located in Pennsylvania. The sponsor's EIN is 232776905 and the plan operates in the Professional & Technical Services industry.
How did Robson Forensic Employee Stock Ownership Plan perform in 2022?
Robson Forensic Employee Stock Ownership Plan grew by 20.7% during 2022, moving from $2M to $2M in total assets. Net income was $308K.
Where can I find official filings for Robson Forensic Employee Stock Ownership Plan?
Official Form 5500 filings for Robson Forensic Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 232776905 or plan name at efast.dol.gov.
How does Robson Forensic Employee Stock Ownership Plan compare to other plans?
You can compare Robson Forensic Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Pennsylvania on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 232776905.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.