401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$111M
Total assets Near avg plan size
1,697
Participants Near avg headcount
92nd
Percentile by assets National rank
$65,126
Avg per participant Low balance/head
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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.

  • #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.

#16,421
in Manufacturing (18,722 peers)
+12.1%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Robertson's Ltd. 401(k) Plan's outsized position 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 $2,050,000,000 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

Robertson's Ltd. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robertson's Ltd. 401(k) Plan lands in the large band (1,697 participants).

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 →

Published 5500 schedule card

Filing strip 330491865 · Robertson's Ready Mix, Ltd. PY 2023 · 401(k)

Robertson's Ltd. 401(k) Plan · $111M · 1,697 · 92nd

  • RANK $111M
  • RANK 1,697
  • RANK 92nd
  • RANK 401(k)
  • RANK near American Renal Management LLC 401(k) Plan
  • RANK ind #16421

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 California →

Robertson's Ltd. 401(k) Plan in the asset neighbourhood

Princeton Radiology Associates, PA 401(k) Profit Sharing PlanPrinceton Radiology Associat…$111MLarry H. Miller Associates Retirement PlanLarry H. Miller Associates R…$111MBlue Cross Blue Shield of Michigan Represented Employees' Savings PlanBlue Cross Blue Shield of Mi…$111MRobertson's Ltd. 401(k) Plan$111MAmerican Renal Management LLC 401(k) PlanAmerican Renal Management LL…$110M
End-of-year total assets ($M) among Robertson's Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

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.)

Sponsor-wide plan assets over time

All Robertson's Ready Mix, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$121M 23.039930184993775% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $98.6M $121M ▲ +23.0%
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 ($B) Participants Robertson's Ltd. 401(k) Plan, Total assets ($B): 0.110518243 · Participants: 1697Robertson's Ltd. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 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 →

Robertson's Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is American Renal Management LLC 401(k) Plan in MA ($110M); by covered participants it is Echostar 401(k) Plan in CO (1,697 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,697 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 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).
Which 401(k) plans cover a similar participant headcount to Robertson's Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Echostar 401(k) Plan in CO (1,697 participants, $658M 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 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.