ESOP · DOL Form 5500 · 2023

First Robinson Financial Corporation ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
68
Participants Small participant base
33rd
Percentile by assets National rank
$35,749
Avg per participant Low balance/head
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Official DOL plan name: First Robinson Financial Corporation Employee Stock Ownership Plan · Sponsored by First Robinson Financial Corporation · Illinois · Management of Enterprises

$2M in assets, 68 participants

First Robinson Financial Corporation's First Robinson Financial Corporation Employee Stock Ownership Plan reported $2M in total assets and 68 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #220 in Management of Enterprises (1,137 peers)

2023 asset change

First Robinson Financial Corporation Employee Stock Ownership Plan declined sharply 24.0% in 2023 ($3M → $2M) for 68 participants.

#220
in Management of Enterprises (1,137 peers)
-24.0%
assets change YoY

The plan reported a net loss of $770K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

First Robinson Financial Corporation Employee Stock Ownership Plan among the smaller filed plans by assets

First Robinson Financial Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$2,430,947 33rd percentile higher than 33% 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

First Robinson Financial Corporation Employee Stock Ownership 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. First Robinson Financial Corporation Employee Stock Ownership Plan is a small filing (68 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • First Robinson Financial Corporation Employee Stock Ownership Plan reported net income fell from -$482K in the plan year 2022 filing to -$770K in the plan year 2023 filing.
  • First Robinson Financial Corporation Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • First Robinson Financial Corporation Employee Stock Ownership Plan reported participants fell from 76 in the plan year 2022 filing to 68 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 364145294 · First Robinson Financial Corporation PY 2023 · ESOP

First Robinson Financial Corporation Employee Stock Ownership Plan · $2M · 68 · 33rd

  • EIN $2M
  • EIN 68
  • EIN 33rd
  • EIN ESOP
  • EIN near Busch Products, Inc. Employee Stock Ownership Plan
  • EIN ind #220

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 Illinois →

First Robinson Financial Corporation Employee Stock Ownership Plan in the asset neighbourhood

First Robinson Financial Corporation Employee Stock Ownership PlanFirst Robinson Financial Cor…$2MBusch Products, Inc. Employee Stock Ownership PlanBusch Products, Inc. Employe…$2MBank 1st Employee Stock Ownership PlanBank 1st Employee Stock Owne…$2MCommon Thread Collective Employee Stock Ownership PlanCommon Thread Collective Emp…$2MOvare Group, Inc. Employee Stock Ownership Plan and TrustOvare Group, Inc. Employee S…$2M
End-of-year total assets ($M) among First Robinson Financial Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

First Robinson Financial Corporation years around the 2023 move

Sponsor-wide plan assets over time

All First Robinson Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 3.2446361961428667% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $3.2M $3.1M ▼ -3.1%
Year Plans Participants Total Assets
2022 1 76 $3M
2023 1 68 $2M
2024 1 63 $3M

2023 asset-move particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$2M
Net Income-$770K
Employer EIN364145294
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

First Robinson Financial Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants First Robinson Financial Corporation Employee Stock Ownership Plan, Total assets ($B): 0.002430947 · Participants: 68First Robinson Financial Corporation Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 4.440263476 · Participants: 4738Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.616096816 · Participants: 4251Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.195072662 · Participants: 486Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 0.91547863 · Participants: 10168Bdo USA Employee Stock Ownership Plan
First Robinson Financial Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare First Robinson Financial Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

First Robinson Financial Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Busch Products, Inc. Employee Stock Ownership Plan in NY ($2M); by covered participants it is Project Management Solutions, Inc. Employee Stock Ownership Plan in OH (68 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (68 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 First Robinson Financial Corporation Employee Stock Ownership Plan assets move in 2023? ▼
First Robinson Financial Corporation Employee Stock Ownership Plan declined sharply - down 24.0% during 2023, from $3M to $2M. Reported net income was -$770K.
How have First Robinson Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Robinson Financial Corporation's sponsor-wide assets declined 3.2%, from $3M to $3M.
Which ESOP plans are similar in size to First Robinson Financial Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Busch Products, Inc. Employee Stock Ownership Plan in NY ($2M, 74 participants).
Which ESOP plans cover a similar participant headcount to First Robinson Financial Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Project Management Solutions, Inc. Employee Stock Ownership Plan in OH (68 participants, $2M 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 364145294.

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.