Profit Sharing · DOL Form 5500 · 2023

Gail Roberts Re, Inc. Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
2
Participants Small participant base
37th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Gail Roberts Profit Sharing Plan · Sponsored by Gail Roberts Re, Inc. · Massachusetts · Real Estate

$3M in assets, 2 participants

Gail Roberts Re, Inc.'s Gail Roberts Profit Sharing Plan reported $3M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #2,672 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Gail Roberts Profit Sharing Plan ranks #2,672 of 4,727 2023 filers by assets (812% of the sector average)-$3M for 2 participants.

#2,672
in Real Estate (4,727 peers)
+20.1%
assets growth YoY

Gail Roberts Profit Sharing Plan's mid-pack asset rank among Real Estate and all filers

Gail Roberts Profit Sharing Plan vs every filed plan by assets

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

$3,197,124 37th percentile higher than 37% 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

Gail Roberts 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. Gail Roberts Profit Sharing Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Gail Roberts Profit Sharing Plan reported net income rose from -$396K in the plan year 2022 filing to $536K in the plan year 2023 filing.
  • Gail Roberts Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 854371376 · Gail Roberts Re, Inc. PY 2023 · Profit Sharing

Gail Roberts Profit Sharing Plan · $3M · 2 · 37th

  • EBSA $3M
  • PART 2
  • TYPE 37th
  • NET Profit Sharing
  • BOOK near Intermodal Collectively Bargained Pension Plan
  • VS-ST ind #2672

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 Real Estate retirement plans → · Plans in Massachusetts →

Gail Roberts Profit Sharing Plan in the asset neighbourhood

Gail Roberts Profit Sharing PlanGail Roberts Profit Sharing …$3MIntermodal Collectively Bargained Pension PlanIntermodal Collectively Barg…$3MLpj Investment Co., LLC. Profit Sharing PlanLpj Investment Co., LLC. Pro…$3MLakeside Pain Center, P.C. Profit Sharing PlanLakeside Pain Center, P.C. P…$3MDiclaudio & Kramer, LLC Profit Sharing PlanDiclaudio & Kramer, LLC Prof…$3M
End-of-year total assets ($M) among Gail Roberts Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$536K
Employer EIN854371376
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Gail Roberts Re, Inc.)

Sponsor-wide plan assets over time

All Gail Roberts Re, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 30.461389563918406% vs 2022
2024 filing year
$2.5M$3M$3.5M$4M 202220232024 $2.66M $3.47M ▲ +30.5%
Year Plans Participants Total Assets
2022 1 2 $3M
2023 1 2 $3M
2024 1 2 $3M

Nearby Profit Sharing Plans in Massachusetts

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

Gail Roberts Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -505101520 Total assets ($B) Participants Gail Roberts Profit Sharing Plan, Total assets ($B): 0.003197124 · Participants: 2Gail Roberts Profit Sharing PlanConsolidated 403(b) Program of Mass General Brigham and Member Organizations, Total assets ($B): 14.924829262 · Participants: 74212Consolidated 403(b) Program of Mass General Brigham and Member OrganizationsDemoulas (Restated) Profit Sharing Plan & Trust, Total assets ($B): 1.003886994 · Participants: 12622Demoulas (Restated) Profit Sharing Plan & TrustDana-Farber Cancer Institute Retirement Plan, Total assets ($B): 0.788456235 · Participants: 4630Dana-Farber Cancer Institute Retirement PlanThe Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund, Total assets ($B): 0.679151027 · Participants: 6360The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement FundSheet Metal Workers Local 17 Annuity Income Fund, Total assets ($B): 0.616742666 · Participants: 2868Sheet Metal Workers Local 17 Annuity Income Fund
Gail Roberts Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
Compare Gail Roberts Profit Sharing Plan side-by-side with 3 peers →

Gail Roberts Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Massachusetts, the nearest Profit Sharing by assets is Intermodal Collectively Bargained Pension Plan in OH ($3M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Gail Roberts Profit Sharing Plan assets move in 2023? ▼
Gail Roberts Profit Sharing Plan grew sharply - up 20.1% during 2023, from $3M to $3M. Reported net income was $536K.
How have Gail Roberts Re, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Gail Roberts Re, Inc.'s sponsor-wide assets grew 30.5%, from $3M to $3M.
Which Profit Sharing plans are similar in size to Gail Roberts Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Intermodal Collectively Bargained Pension Plan in OH ($3M, 203 participants).
Which Profit Sharing plans cover a similar participant headcount to Gail Roberts Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 854371376.

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.