401(k) · DOL Form 5500 · 2023

Roberts Filter Holding Company 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
40
Participants Small participant base
26th
Percentile by assets National rank
$31,056
Avg per participant Low balance/head
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Official DOL plan name: Roberts Filter Holding Company 401(k) Savings Plan · Sponsored by Roberts Filter Holding Company · Pennsylvania · Manufacturing

$1M in assets, 40 participants

Roberts Filter Holding Company's Roberts Filter Holding Company 401(k) Savings Plan reported $1M in total assets and 40 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.

  • #2,141 in Manufacturing (18,722 peers)

Roberts Filter Holding Company multi-year trail

Roberts Filter Holding Company's plans moved +79.1% in assets from 2022 to 2024; this filing shows Roberts Filter Holding Company 401(k) Savings Plan at $1M / 40 participants.

#2,141
in Manufacturing (18,722 peers)
+36.8%
assets growth YoY

Roberts Filter Holding Company 401(k) Savings Plan among the smaller filed plans by assets

Roberts Filter Holding Company 401(k) Savings Plan vs every filed plan by assets

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

$1,242,231 26th percentile higher than 26% 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

Roberts Filter Holding Company 401(k) Savings 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. Roberts Filter Holding Company 401(k) Savings Plan is a small filing (40 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roberts Filter Holding Company 401(k) Savings Plan reported net income rose from -$146K in the plan year 2022 filing to $334K in the plan year 2023 filing.
  • Roberts Filter Holding Company 401(k) Savings Plan end-of-year assets rose from $908K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Roberts Filter Holding Company 401(k) Savings Plan reported participants fell from 41 in the plan year 2022 filing to 40 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 231024630 · Roberts Filter Holding Company PY 2023 · 401(k)

Roberts Filter Holding Company 401(k) Savings Plan · $1M · 40 · 26th

  • 5500 $1M
  • 5500 40
  • 5500 26th
  • 5500 401(k)
  • 5500 near Kuroda Electric U.S.a. Inc. 401(k) Plan
  • 5500 ind #2141

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Roberts Filter Holding Company 401(k) Savings Plan in the asset neighbourhood

Roberts Filter Holding Company 401(k) Savings PlanRoberts Filter Holding Compa…$1MKuroda Electric U.S.a. Inc. 401(k) PlanKuroda Electric U.S.a. Inc. …$1MAg to Go, LLC$1MFirst Arizona 401(k) Plan$1MGreenfield Senior Living 401(k) PlanGreenfield Senior Living 401…$1M
End-of-year total assets ($M) among Roberts Filter Holding Company 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Roberts Filter Holding Company multi-year asset trail

Sponsor-wide plan assets over time

All Roberts Filter Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
$2M 79.11165126565696% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.91M $1.63M ▲ +79.1%
Year Plans Participants Total Assets
2022 1 41 $908K
2023 1 40 $1M
2024 1 44 $2M

Roberts Filter Holding Company filing trail (2023)

Total Assets (Beginning of Year)$908K
Net Assets (End of Year)$1M
Net Income$334K
Employer EIN231024630
Plan Effective Date1973-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Pennsylvania

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

Roberts Filter Holding Company 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Roberts Filter Holding Company 401(k) Savings Plan, Total assets ($B): 0.001242231 · Participants: 40Roberts Filter Holding Company 401(k) Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Roberts Filter Holding Company 401(k) Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Roberts Filter Holding Company 401(k) Savings Plan side-by-side with 3 peers →

Roberts Filter Holding Company 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Kuroda Electric U.S.a. Inc. 401(k) Plan in CA ($1M); by covered participants it is Specialized Products Company 401(k) Profit Sharing Plan in TX (40 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1M here).

Similar participant headcount

Nearest other-state filings by covered participants (40 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 Roberts Filter Holding Company 401(k) Savings Plan assets move in 2023? ▼
Roberts Filter Holding Company 401(k) Savings Plan surged - up 36.8% during 2023, from $908K to $1M. Reported net income was $334K.
How have Roberts Filter Holding Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberts Filter Holding Company's sponsor-wide assets grew 79.1%, from $908K to $2M.
Which 401(k) plans are similar in size to Roberts Filter Holding Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kuroda Electric U.S.a. Inc. 401(k) Plan in CA ($1M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Roberts Filter Holding Company 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Specialized Products Company 401(k) Profit Sharing Plan in TX (40 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 231024630.

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.