ESOP
2022 plan-year ESOP DOL Form 5500

Roberts Mcnutt, Inc. Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Roberts Mcnutt, Inc. · Arkansas · Construction

What the 2023 filing shows

Roberts Mcnutt, Inc. Employee Stock Ownership Plan holds $15M for 69 participants — about $215,775 per participant, up 7.5% over the 2022 plan year.

$15M
total plan assets (2022 EOY)
69
covered participants
$215,775
avg assets per participant
+7.5%
assets growth YoY
Total Assets (2023)
$15M
Participants
69
State
Industry
Construction

What the Filing Says About Roberts Mcnutt, Inc. Employee Stock Ownership Plan

Roberts Mcnutt, Inc. Employee Stock Ownership Plan is a ESOP retirement plan sponsored by Roberts Mcnutt, Inc., headquartered in Arkansas. As of the 2022 Form 5500 filing, the plan reports $15M in total end-of-year assets and covers 69 participants across the Construction industry. The sponsor's EIN on file with the U.S. Department of Labor is 710404023, and the plan has been effective since 1982-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $14M at the beginning of 2022 to $15M at year-end — a gain of 7.5%. Net assets (after liabilities) closed the year at $13M, with reported net income of $1M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$14M
Total Assets (End of Year)$15M
Net Assets (End of Year)$13M
Net Income$1M
Plan TypeESOP
Employer EIN710404023
Plan Effective Date1982-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roberts Mcnutt, Inc.)

Year Plans Participants Total Assets
2022 1 69 $15M
2023 1 67 N/A

Nearby ESOP Plans in Arkansas

Peer ESOP plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Roberts Mcnutt, Inc. Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Roberts Mcnutt, Inc. Employee Stock Ownership Plan holds $15M in total assets with 69 participants. It is sponsored by Roberts Mcnutt, Inc..
What type of plan is Roberts Mcnutt, Inc. Employee Stock Ownership Plan?
Roberts Mcnutt, Inc. Employee Stock Ownership Plan is a ESOP plan. It has been effective since 1982-09-01. The plan is filed with the U.S. Department of Labor under EIN 710404023.
Who sponsors the Roberts Mcnutt, Inc. Employee Stock Ownership Plan?
Roberts Mcnutt, Inc. Employee Stock Ownership Plan is sponsored by Roberts Mcnutt, Inc., located in Arkansas. The sponsor's EIN is 710404023 and the plan operates in the Construction industry.
How did Roberts Mcnutt, Inc. Employee Stock Ownership Plan perform in 2022?
Roberts Mcnutt, Inc. Employee Stock Ownership Plan grew by 7.5% during 2022, moving from $14M to $15M in total assets. Net income was $1M.
Where can I find official filings for Roberts Mcnutt, Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Roberts Mcnutt, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 710404023 or plan name at efast.dol.gov.
How does Roberts Mcnutt, Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Roberts Mcnutt, Inc. Employee Stock Ownership Plan against other ESOP plans on the plan type page, or view plans in Arkansas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 710404023.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.