401(k) · DOL Form 5500 · 2023

Robertson's Ready Mix, Ltd. 401(k) Plan

Data updated 2026-08-11

$111M
Total assets
1,697
Participants
92nd
Percentile by assets
$65,126
Avg per participant
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Official DOL plan name: Robertson's Ltd. 401(k) Plan · Sponsored by Robertson's Ready Mix, Ltd. · California · Manufacturing

$111M in assets, 1,697 participants

Robertson's Ready Mix, Ltd.'s Robertson's Ltd. 401(k) Plan reported $111M in total assets and 1,697 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 127,072 plans)
  • #16,421 in Manufacturing (18,722 peers)

Coverage in California

Robertson's Ltd. 401(k) Plan covers 1,697 participants in California, 2.7x the typical California plan (state average ~630 per filing). Assets: $111M.

$111M
total plan assets (2023 EOY)
1,697
covered participants
92nd
percentile by assets (of 127,072 plans)
$65,126
avg assets per participant

Where Robertson's Ltd. 401(k) Plan sits by total assets

Robertson's Ltd. 401(k) Plan vs every filed plan by assets

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

$110,518,243 Top 8% higher than 92% of 127,068 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robertson's Ltd. 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
  • Robertson's Ltd. 401(k) Plan end-of-year assets rose from $99M in the plan year 2022 filing to $111M in the plan year 2023 filing.
  • Robertson's Ltd. 401(k) Plan reported participants fell from 1,849 in the plan year 2022 filing to 1,697 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
California
Industry
Manufacturing

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Robertson's Ltd. 401(k) Plan reports 1,697 participants - 2.7x that state average ($111M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$111M
Net Income$12M
Employer EIN330491865
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robertson's Ready Mix, Ltd.)

$90M$100M$110M$120M$130M 202220232024 $98.6M $121M ▲ +23.0%
Total plan assets by year, all Robertson's Ready Mix, Ltd. plans on file
Year Plans Participants Total Assets
2022 1 1,849 $99M
2023 1 1,697 $111M
2024 1 1,751 $121M

Nearby 401(k) Plans in California

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

Robertson's Ltd. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Robertson's Ltd. 401…, Total assets ($B): 0.110518243 · Participants: 1697Robertson's Ltd. 401…Wells Fargo & Compan…, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Compan…Google LLC 401(k) Sa…, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Robertson's Ltd. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Robertson's Ltd. 401(k) Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Robertson's Ltd. 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Robertson's Ltd. 401(k) Plan assets move in 2023? ▼
Robertson's Ltd. 401(k) Plan grew at a solid clip - up 12.1% during 2023, from $99M to $111M. Reported net income was $12M.
How have Robertson's Ready Mix, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robertson's Ready Mix, Ltd.'s sponsor-wide assets grew 23.0%, from $99M to $121M.
Where does Robertson's Ltd. 401(k) Plan rank by assets among Form 5500 filers? ▼
Robertson's Ltd. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Robertson's Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is American Renal Management LLC 401(k) Plan in MA ($110M, 4,620 participants).

Next read for Robertson's Ltd. 401(k) Plan

Filing takeaways

Ways to act on Robertson's Ltd. 401(k) Plan's numbers.

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 330491865.

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.