401(k) · DOL Form 5500 · 2023

Mr Roberts Motors Inc 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 2
Participants Small participant base: 30th
Percentile by assets National rank: $953,095
Avg per participant High balance/head

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Official DOL plan name: Mr. Roberts Motors Retirement Plan · Sponsored by Mr Roberts Motors Inc · Colorado · Wholesale Trade

$2M in assets, 2 participants

Mr Roberts Motors Inc's Mr. Roberts Motors Retirement Plan reported $2M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

#1,208 in Wholesale Trade (6,309 peers)

Mr Roberts Motors Inc multi-year trail

Mr Roberts Motors Inc's plans moved +13.4% in assets from 2022 to 2024; this filing shows Mr. Roberts Motors Retirement Plan at $2M / 2 participants.

#1,208
in Wholesale Trade (6,309 peers): +1.7%
assets growth YoY

Mr. Roberts Motors Retirement Plan among the smaller filed plans by assets

Mr. Roberts Motors Retirement Plan vs every filed plan by assets

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

$1,906,189 30th percentile higher than 30% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Mr. Roberts Motors 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. Mr. Roberts Motors Retirement Plan is a micro filing (2 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Mr. Roberts Motors Retirement Plan reported net income fell from $92K in the plan year 2022 filing to $32K in the plan year 2023 filing.
Mr. Roberts Motors Retirement 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 →

Published 5500 schedule card

Filing strip 815442777 · Mr Roberts Motors Inc PY 2023 · 401(k)

Mr. Roberts Motors Retirement Plan · $2M · 2 · 30th

VS-ST $2M
BOY 2
SCH 30th
EBSA 401(k)
PART near J & L Marketing Inc. Retirement Plan
TYPE ind #1208

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 Wholesale Trade retirement plans → · Plans in Colorado →

End-of-year total assets ($M) among Mr. Roberts Motors Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Mr Roberts Motors Inc multi-year asset trail

Latest sponsor-wide plan assets: $2M 13.414673836781537% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	2	$2M
2023	1	2	$2M
2024	1	2	$2M

Mr Roberts Motors Inc filing trail (2023)

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$2M
Net Income	$32K
Employer EIN	815442777
Plan Effective Date	2017-02-22
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Colorado

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

Mr. Roberts Motors Retirement Plan vs. nearby 401(k) plans in Colorado, assets vs. participants

Davita Retirement Savings Plan $3.3B · 57,711
Ball Corporation 401(k) and Employee Stock Ownership Plan $2.8B · 10,349
Empower Retirement, LLC 401(k) Savings Plan $1.9B · 10,036
Woodward Retirement Savings Plan $1.8B · 5,847
Arcadis U.S., Inc. Retirement Savings Plan $1.7B · 5,491

Compare Mr. Roberts Motors Retirement Plan side-by-side with 3 peers →

Mr. Roberts Motors Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Colorado, the nearest 401(k) by assets is J & L Marketing Inc. Retirement Plan in KY ($2M); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

J & L Marketing Inc. Retirement Plan (KY) $2M · 37
Hai Hospitality Group, LLC 401(k) Plan (TX) $2M · 738
Legacy Housing Corporation 401(k) Plan (TX) $2M · 700
North Star Aviation 401(k) Plan (MN) $2M · 199

Similar participant headcount

Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.

Napa Bound Retirement Plan (FL) 2 · 0 off
Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
Dakota Slp of Sw Florida, Inc. 401(k) Profit Sharing Plan (FL) 2 · 0 off

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 Mr. Roberts Motors Retirement Plan assets move in 2023? ▼

Mr. Roberts Motors Retirement Plan edged up modestly - up 1.7% during 2023, from $2M to $2M. Reported net income was $32K.

How have Mr Roberts Motors Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Mr Roberts Motors Inc's sponsor-wide assets grew 13.4%, from $2M to $2M.

Which 401(k) plans are similar in size to Mr. Roberts Motors Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is J & L Marketing Inc. Retirement Plan in KY ($2M, 37 participants).

Which 401(k) plans cover a similar participant headcount to Mr. Roberts Motors Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Napa Bound Retirement Plan in FL (2 participants, N/A 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 815442777.