Profit Sharing · DOL Form 5500 · 2023

Robert Skye, Inc. Profit Sharing Plan

Data updated 2026-08-25

$815K
Total assets Small plan by assets
2
Participants Small participant base
22nd
Percentile by assets National rank
$407,515
Avg per participant High balance/head
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Official DOL plan name: Robert Skye, Inc. Retirement Plan · Sponsored by Robert Skye, Inc. · North Carolina · Transportation & Warehousing

$815K in assets, 2 participants

Robert Skye, Inc.'s Robert Skye, Inc. Retirement Plan reported $815K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #755 in Transportation & Warehousing (3,362 peers)

Robert Skye, Inc. multi-year trail

Robert Skye, Inc.'s plans moved -23.7% in assets from 2022 to 2024; this filing shows Robert Skye, Inc. Retirement Plan at $815K / 2 participants.

#755
in Transportation & Warehousing (3,362 peers)
-13.3%
assets change YoY

The plan reported a net loss of $125K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robert Skye, Inc. Retirement Plan among the smaller filed plans by assets

Robert Skye, Inc. Retirement Plan vs every filed plan by assets

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

$815,030 22nd percentile higher than 22% 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

Robert Skye, Inc. Retirement 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. Robert Skye, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert Skye, Inc. Retirement Plan reported net income fell from $205K in the plan year 2022 filing to -$125K in the plan year 2023 filing.
  • Robert Skye, Inc. Retirement Plan reported participants fell from 11 in the plan year 2022 filing to 2 in the plan year 2023 filing.
  • Robert Skye, Inc. Retirement Plan end-of-year assets fell from $940K in the plan year 2022 filing to $815K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 823526259 · Robert Skye, Inc. PY 2023 · Profit Sharing

Robert Skye, Inc. Retirement Plan · $815K · 2 · 22nd

  • PCT $815K
  • EIN 2
  • RANK 22nd
  • PHOTO Profit Sharing
  • IND near Caltak Enterprise Profit Sharing Plan
  • EOY ind #755

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 Transportation & Warehousing retirement plans → · Plans in North Carolina →

Robert Skye, Inc. Retirement Plan in the asset neighbourhood

Robert Skye, Inc. Retirement PlanRobert Skye, Inc. Retirement…$815KCaltak Enterprise Profit Sharing PlanCaltak Enterprise Profit Sha…$815KSanjiv Verma, M.D., Inc. 401(k) Profit Sharing PlanSanjiv Verma, M.D., Inc. 401…$815KBroadwater Partners Inc. Retirement PlanBroadwater Partners Inc. Ret…$815KNeurology & Sleep Solutions, LLC. Profit Sharing PlanNeurology & Sleep Solutions,…$815K
End-of-year total assets ($M) among Robert Skye, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Robert Skye, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Robert Skye, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$717K 23.72237848234308% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M$1M 202220232024 $0.94M $0.72M ▼ -23.4%
Year Plans Participants Total Assets
2022 1 11 $940K
2023 1 2 $815K
2024 1 2 $717K

Robert Skye, Inc. filing trail (2023)

Total Assets (Beginning of Year)$940K
Net Assets (End of Year)$815K
Net Income-$125K
Employer EIN823526259
Plan Effective Date2017-11-28
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Robert Skye, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants Robert Skye, Inc. Retirement Plan, Total assets ($B): 0.00081503 · Participants: 2Robert Skye, Inc. Retirement PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.233437356 · Participants: 36057Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.269819278 · Participants: 96058Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.108343803 · Participants: 5519Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.06687568 · Participants: 1361Baker & Taylor Retirement Savings PlanIntermec Fssp Spinoff Plan, Total assets ($B): 0.050896422 · Participants: 74Intermec Fssp Spinoff Plan
Robert Skye, Inc. Retirement Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Robert Skye, Inc. Retirement Plan side-by-side with 3 peers →

Robert Skye, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Caltak Enterprise Profit Sharing Plan in FL ($815K); 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 Robert Skye, Inc. Retirement Plan assets move in 2023? ▼
Robert Skye, Inc. Retirement Plan pulled back noticeably - down 13.3% during 2023, from $940K to $815K. Reported net income was -$125K.
How have Robert Skye, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert Skye, Inc.'s sponsor-wide assets declined 23.7%, from $940K to $717K.
Where does Robert Skye, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Robert Skye, Inc. Retirement Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Robert Skye, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Caltak Enterprise Profit Sharing Plan in FL ($815K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Robert Skye, Inc. Retirement 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 823526259.

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.