401(k) · DOL Form 5500 · 2023

Robert and Company 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
43
Participants Small participant base
44th
Percentile by assets National rank
$116,152
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Robert and Company Savings and Investment Plan · Sponsored by Robert and Company · Georgia · Professional & Technical Services

$5M in assets, 43 participants

Robert and Company's Robert and Company Savings and Investment Plan reported $5M in total assets and 43 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,567 in Professional & Technical Services (20,321 peers)

Robert and Company multi-year trail

Robert and Company's plans moved +10.8% in assets from 2022 to 2024; this filing shows Robert and Company Savings and Investment Plan at $5M / 43 participants.

#8,567
in Professional & Technical Services (20,321 peers)
+6.7%
assets growth YoY

Robert and Company Savings and Investment Plan's mid-pack asset rank among Professional & Technical Services and all filers

Robert and Company Savings and Investment Plan vs every filed plan by assets

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

$4,994,526 44th percentile higher than 44% 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 and Company Savings and Investment 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. Robert and Company Savings and Investment Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert and Company Savings and Investment Plan reported net income rose from -$1M in the plan year 2022 filing to $314K in the plan year 2023 filing.
  • Robert and Company Savings and Investment Plan end-of-year assets rose from $5M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Robert and Company Savings and Investment Plan reported participants rose from 42 in the plan year 2022 filing to 43 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 580404938 · Robert and Company PY 2023 · 401(k)

Robert and Company Savings and Investment Plan · $5M · 43 · 44th

  • IND $5M
  • IND 43
  • IND 44th
  • IND 401(k)
  • IND near Schwartz Hannum PC 401(k) & Profit Sharing Plan
  • IND ind #8567

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 Professional & Technical Services retirement plans → · Plans in Georgia →

Robert and Company Savings and Investment Plan in the asset neighbourhood

Robert and Company Savings and Investment PlanRobert and Company Savings a…$5MSchwartz Hannum PC 401(k) & Profit Sharing PlanSchwartz Hannum PC 401(k) & …$5MWhole Earth Provision Co. 401(k) PlanWhole Earth Provision Co. 40…$5MLuminate Data LLC$5MFieldtex Products, Inc. Retirement Savings PlanFieldtex Products, Inc. Reti…$5M
End-of-year total assets ($M) among Robert and Company Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Robert and Company multi-year asset trail

Sponsor-wide plan assets over time

All Robert and Company plans reported in each filing year

Latest sponsor-wide plan assets
$5M 10.791040882399884% vs 2022
2024 filing year
$4.6M$4.8M$5M$5.2M$5.4M 202220232024 $4.68M $5.19M ▲ +10.9%
Year Plans Participants Total Assets
2022 1 42 $5M
2023 1 43 $5M
2024 1 31 $5M

Robert and Company filing trail (2023)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$314K
Employer EIN580404938
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Georgia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Robert and Company Savings and Investment Plan vs. nearby 401(k) plans in Georgia, assets vs. participants Scatter plot of 6 data points. -2000000200000400000600000 -505101520 Total assets ($B) Participants Robert and Company Savings and Investment Plan, Total assets ($B): 0.004994526 · Participants: 43Robert and Company Savings and Investment PlanThe Teamster - UPS National 401(k) Tax Deferred Savings Plan, Total assets ($B): 17.183099452 · Participants: 510511The Teamster - UPS National 401(k) Tax Deferred Savings PlanDelta 401(k) Retirement Plan, Total assets ($B): 16.184491444 · Participants: 83136Delta 401(k) Retirement PlanDelta 401(k) Retirement Plan for Pilots, Total assets ($B): 13.670948783 · Participants: 13283Delta 401(k) Retirement Plan for PilotsUPS 401(k) Savings Plan, Total assets ($B): 13.111089897 · Participants: 102231UPS 401(k) Savings PlanThe Home Depot Futurebuilder, Total assets ($B): 12.585718117 · Participants: 413365The Home Depot Futurebuilder
Robert and Company Savings and Investment Plan vs. nearby 401(k) plans in Georgia, assets vs. participants
Compare Robert and Company Savings and Investment Plan side-by-side with 3 peers →

Robert and Company Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Georgia, the nearest 401(k) by assets is Schwartz Hannum PC 401(k) & Profit Sharing Plan in MA ($5M); by covered participants it is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (43 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 and Company Savings and Investment Plan assets move in 2023? ▼
Robert and Company Savings and Investment Plan grew at a solid clip - up 6.7% during 2023, from $5M to $5M. Reported net income was $314K.
How have Robert and Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert and Company's sponsor-wide assets grew 10.8%, from $5M to $5M.
Which 401(k) plans are similar in size to Robert and Company Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Schwartz Hannum PC 401(k) & Profit Sharing Plan in MA ($5M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Robert and Company Savings and Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Shafts, Inc. Profit Sharing Plan in TX (43 participants, $3M 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 580404938.

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.