401(k) · DOL Form 5500 · 2023

Roberts Markel Weinberg Butler Hailey P.C. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
117
Participants Small participant base
64th
Percentile by assets National rank
$107,893
Avg per participant Below avg balance/head
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Official DOL plan name: Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan · Sponsored by Roberts Markel Weinberg Butler Hailey P.C. · Texas · Professional & Technical Services

$13M in assets, 117 participants

Roberts Markel Weinberg Butler Hailey P.C.'s Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan reported $13M in total assets and 117 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,749 in Professional & Technical Services (20,321 peers)

Coverage in Texas

Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan covers 117 participants in Texas, about 17% of the average Texas filer (state average ~688 per filing). Assets: $13M.

#12,749
in Professional & Technical Services (20,321 peers)
+17.5%
assets growth YoY

Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan vs every filed plan by assets

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

$12,623,475 Top 36% higher than 64% 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 Markel Weinburg Butler Hailey P.C. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan sits mid-pack in the medium band (117 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan end-of-year assets rose from $11M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan reported participants fell from 125 in the plan year 2022 filing to 117 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 810579836 · Roberts Markel Weinberg Butler Hailey P.C. PY 2023 · 401(k)

Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan · $13M · 117 · 64th

  • TYPE $13M
  • TYPE 117
  • TYPE 64th
  • TYPE 401(k)
  • TYPE near Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees
  • TYPE ind #12749

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 Texas →

Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan in the asset neighbourhood

Roberts Markel Weinburg Butler Hailey P.C. 401(k) PlanRoberts Markel Weinburg Butl…$13MDiageo North America, Inc. 401(k) Retirement Savings Plan for Union EmployeesDiageo North America, Inc. 4…$13MBosselman Energy Employees Retirement PlanBosselman Energy Employees R…$13MLegends Bank 401-K Plan$13MPaulsen, Inc. 401(k) Profit Sharing PlanPaulsen, Inc. 401(k) Profit …$13M
End-of-year total assets ($M) among Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN810579836
Plan Effective Date1992-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roberts Markel Weinberg Butler Hailey P.C.)

Sponsor-wide plan assets over time

All Roberts Markel Weinberg Butler Hailey P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 45.8827979496876% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.8M $15.7M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 125 $11M
2023 1 117 $13M
2024 1 127 $16M

Nearby 401(k) Plans in Texas

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

Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan, Total assets ($B): 0.012623475 · Participants: 117Roberts Markel Weinburg Butler Hailey P.C. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 40.012012 · Participants: 119854AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.917 · Participants: 23477Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 16.496476432 · Participants: 41679Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 14.680189879 · Participants: 88792American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 13.529835 · Participants: 45686Dell Inc. 401(k) Plan
Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan side-by-side with 3 peers →

Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees in NY ($13M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (117 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (117 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 Markel Weinburg Butler Hailey P.C. 401(k) Plan assets move in 2023? ▼
Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan grew sharply - up 17.5% during 2023, from $11M to $13M. Reported net income was $2M.
How have Roberts Markel Weinberg Butler Hailey P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberts Markel Weinberg Butler Hailey P.C.'s sponsor-wide assets grew 45.9%, from $11M to $16M.
Which 401(k) plans are similar in size to Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Diageo North America, Inc. 401(k) Retirement Savings Plan for Union Employees in NY ($13M, 701 participants).
Which 401(k) plans cover a similar participant headcount to Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (117 participants, $673K 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 810579836.

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.