401(k) · DOL Form 5500 · 2023

The Jon Roberts Company, Inc. 401(k) Plan

Data updated 2026-08-25

$369K
Total assets Small plan by assets
7
Participants Small participant base
15th
Percentile by assets National rank
$52,707
Avg per participant Low balance/head
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Official DOL plan name: The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan · Sponsored by The Jon Roberts Company, Inc. · Ohio · Professional & Technical Services

$369K in assets, 7 participants

The Jon Roberts Company, Inc.'s The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan reported $369K in total assets and 7 participants in its 2023 DOL Form 5500 filing, ranking in the 15th 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.

  • #2,365 in Professional & Technical Services (20,321 peers)

The Jon Roberts Company, Inc. multi-year trail

The Jon Roberts Company, Inc.'s plans moved +95.5% in assets from 2022 to 2024; this filing shows The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan at $369K / 7 participants.

#2,365
in Professional & Technical Services (20,321 peers)
+65.2%
assets growth YoY

The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan among the smaller filed plans by assets

The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$368,951 15th percentile higher than 15% 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

The Jon Roberts Company, Inc. 401(k) 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. The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $223K in the plan year 2022 filing to $369K in the plan year 2023 filing.
  • The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan reported net income rose from $103K in the plan year 2022 filing to $146K in the plan year 2023 filing.
  • The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan reported participants rose from 5 in the plan year 2022 filing to 7 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 274426487 · The Jon Roberts Company, Inc. PY 2023 · 401(k)

The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan · $369K · 7 · 15th

  • PART $369K
  • TYPE 7
  • NET 15th
  • BOOK 401(k)
  • VS-ST near Rustic Nail Properties & Investments Inc. 401(k) Plan
  • BOY ind #2365

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 Ohio →

The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

The Jon Roberts Company, Inc. 401(k) Profit Sharing PlanThe Jon Roberts Company, Inc…$369KRustic Nail Properties & Investments Inc. 401(k) PlanRustic Nail Properties & Inv…$369KEonsforeons, Inc. 401(k) Plan$369KAcclaim Professional Healthcar 401(k) Profit Sharing Plan & TrustAcclaim Professional Healthc…$369KFortuna Food Services, Inc. 401(k) PlanFortuna Food Services, Inc. …$369K
End-of-year total assets ($M) among The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

The Jon Roberts Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Jon Roberts Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$437K 95.47051740576447% vs 2022
2024 filing year
$0.1M$0.2M$0.3M$0.4M$0.5M 202220232024 $0.22M $0.44M ▲ +100.0%
Year Plans Participants Total Assets
2022 1 5 $223K
2023 1 7 $369K
2024 1 6 $437K

The Jon Roberts Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$223K
Net Assets (End of Year)$369K
Net Income$146K
Employer EIN274426487
Plan Effective Date2011-01-03
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Ohio

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

The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.000368951 · Participants: 7The Jon Roberts Company, Inc. 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Rustic Nail Properties & Investments Inc. 401(k) Plan in OK ($369K); by covered participants it is Asana Biosciences, LLC 401(k) Plan in NJ (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan surged - up 65.2% during 2023, from $223K to $369K. Reported net income was $146K.
How have The Jon Roberts Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Jon Roberts Company, Inc.'s sponsor-wide assets grew 95.5%, from $223K to $437K.
Where does The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan ranks in the 15th 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 401(k) plans are similar in size to The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Rustic Nail Properties & Investments Inc. 401(k) Plan in OK ($369K, 2 participants).
Which 401(k) plans cover a similar participant headcount to The Jon Roberts Company, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Asana Biosciences, LLC 401(k) Plan in NJ (7 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 274426487.

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.