Money Purchase · DOL Form 5500 · 2023

Robinson Financial Corporation Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2
Participants Small participant base
31st
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Robinson Financial Corp Profit Sharing Plan · Sponsored by Robinson Financial Corporation · California · Real Estate

$2M in assets, 2 participants

Robinson Financial Corporation's Robinson Financial Corp Profit Sharing Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #2,417 in Real Estate (4,727 peers)

Real Estate sector rank

Within Real Estate, Robinson Financial Corp Profit Sharing Plan ranks #2,417 of 4,727 2023 filers by assets (1189% of the sector average)-$2M for 2 participants.

#2,417
in Real Estate (4,727 peers)
+7.3%
assets growth YoY

Robinson Financial Corp Profit Sharing Plan among the smaller filed plans by assets

Robinson Financial Corp Profit Sharing Plan vs every filed plan by assets

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

$2,184,458 31st percentile higher than 31% 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

Robinson Financial Corp 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. Robinson Financial Corp 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

  • Robinson Financial Corp Profit Sharing Plan reported net income rose from $82K in the plan year 2022 filing to $148K in the plan year 2023 filing.
  • Robinson Financial Corp Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 942684466 · Robinson Financial Corporation PY 2023 · Money Purchase

Robinson Financial Corp Profit Sharing Plan · $2M · 2 · 31st

  • ASSETS $2M
  • PCT 2
  • EIN 31st
  • RANK Money Purchase
  • PHOTO near Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan
  • IND ind #2417

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 California →

Robinson Financial Corp Profit Sharing Plan in the asset neighbourhood

Creative Data System, Inc$2MRobinson Financial Corp Profit Sharing PlanRobinson Financial Corp Prof…$2MMarc B. Freedman Cpa, P.C. Money Purchase Pension PlanMarc B. Freedman Cpa, P.C. M…$2MDecorators and Displaymen Local 39-U Annuity PlanDecorators and Displaymen Lo…$2MWolcott Chiropractic Profit Sharing Plan 444 Wolcott Road Wolcott, Ct 06716Wolcott Chiropractic Profit …$2M
End-of-year total assets ($M) among Robinson Financial Corp Profit Sharing Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Real Estate filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$148K
Employer EIN942684466
Plan Effective Date1980-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robinson Financial Corporation)

Sponsor-wide plan assets over time

All Robinson Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 15.663845608439214% vs 2022
2024 filing year
$2M$2.1M$2.2M$2.3M$2.4M 202220232024 $2.04M $2.36M ▲ +15.7%
Year Plans Participants Total Assets
2022 1 2 $2M
2023 1 2 $2M
2024 1 2 $2M

Nearby Money Purchase Plans in California

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

Robinson Financial Corp Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Robinson Financial Corp Profit Sharing Plan, Total assets ($B): 0.002184458 · Participants: 2Robinson Financial Corp Profit Sharing PlanThe Permanente Contribution Plan of the Permanente Medical Group, Inc., Total assets ($B): 6.965801295 · Participants: 18060The Permanente Contribution Plan of the Permanente Medical Group, Inc.Kaiser Permanente Supplemental Savings and Retirement Plan, Total assets ($B): 5.097985049 · Participants: 36330Kaiser Permanente Supplemental Savings and Retirement PlanUniversity of Southern California Defined Contribution Retirement Plan, Total assets ($B): 4.426886727 · Participants: 20136University of Southern California Defined Contribution Retirement PlanCarpenters Annuity Trust Fund for Northern California, Total assets ($B): 3.257361302 · Participants: 25961Carpenters Annuity Trust Fund for Northern CaliforniaDirectors Guild of America-Producer Pension Plan Supplemental Benefit Plan, Total assets ($B): 2.151319709 · Participants: 23168Directors Guild of America-Producer Pension Plan Supplemental Benefit Plan
Robinson Financial Corp Profit Sharing Plan vs. nearby Money Purchase plans in California, assets vs. participants
Compare Robinson Financial Corp Profit Sharing Plan side-by-side with 3 peers →

Robinson Financial Corp Profit Sharing Plan's out-of-state Money Purchase peers by assets and headcount

Outside California, the nearest Money Purchase by assets is Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan in NY ($2M); by covered participants it is Blake Money Purchase Pension Plan in MA (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 Robinson Financial Corp Profit Sharing Plan assets move in 2023? ▼
Robinson Financial Corp Profit Sharing Plan grew at a solid clip - up 7.3% during 2023, from $2M to $2M. Reported net income was $148K.
How have Robinson Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robinson Financial Corporation's sponsor-wide assets grew 15.7%, from $2M to $2M.
Which Money Purchase plans are similar in size to Robinson Financial Corp Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Marc B. Freedman Cpa, P.C. Money Purchase Pension Plan in NY ($2M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to Robinson Financial Corp Profit Sharing Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Blake Money Purchase Pension Plan in MA (2 participants, $4K 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 942684466.

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.