401(k) · DOL Form 5500 · 2023

Roberts Gordon LLC 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets: 300
Participants Below avg headcount: 69th
Percentile by assets National rank: $54,333
Avg per participant Low balance/head

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Official DOL plan name: Specified Air Solutions, LLC Profit Sharing Plan · Sponsored by Roberts Gordon LLC · New York · Manufacturing

$16M in assets, 300 participants

Roberts Gordon LLC's Specified Air Solutions, LLC Profit Sharing Plan reported $16M in total assets and 300 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

#10,795 in Manufacturing (18,722 peers)

Coverage in New York

Specified Air Solutions, LLC Profit Sharing Plan covers 300 participants in New York, about 38% of the average New York filer (state average ~798 per filing). Assets: $16M.

#10,795
in Manufacturing (18,722 peers): +7.8%
assets growth YoY

Specified Air Solutions, LLC Profit Sharing Plan's outsized position by total assets

Specified Air Solutions, LLC Profit Sharing Plan vs every filed plan by assets

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

$16,299,871 Top 31% higher than 69% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Specified Air Solutions, LLC Profit Sharing 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. Specified Air Solutions, LLC Profit Sharing Plan sits mid-pack in the medium band (300 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Specified Air Solutions, LLC Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
Specified Air Solutions, LLC Profit Sharing Plan reported participants rose from 272 in the plan year 2022 filing to 300 in the plan year 2023 filing.
Specified Air Solutions, LLC Profit Sharing Plan end-of-year assets rose from $15M in the plan year 2022 filing to $16M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 161561076 · Roberts Gordon LLC PY 2023 · 401(k)

Specified Air Solutions, LLC Profit Sharing Plan · $16M · 300 · 69th

TYPE $16M
NET 300
BOOK 69th
VS-ST 401(k)
BOY near A-Gas US Inc. 401(k) Plan
SCH ind #10795

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 New York →

End-of-year total assets ($M) among Specified Air Solutions, LLC Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)	$15M
Net Assets (End of Year)	$16M
Net Income	$1M
Employer EIN	161561076
Plan Effective Date	1953-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Roberts Gordon LLC)

Latest sponsor-wide plan assets: N/A; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	272	$15M
2023	1	300	$16M
2024	1	495	N/A

Nearby 401(k) Plans in New York

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

Specified Air Solutions, LLC Profit Sharing Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Specified Air Solutions, LLC Profit Sharing Plan side-by-side with 3 peers →

Specified Air Solutions, LLC Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is A-Gas US Inc. 401(k) Plan in OH ($16M); by covered participants it is Limco-Piedmont, Inc. 401(k) Retirement Plan in OK (300 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

A-Gas US Inc. 401(k) Plan (OH) $16M · 386
M.I.L., Inc. 401(k) Plan (IL) $16M · 191
Oregon Humane Society 401(k) Plan (OR) $16M · 270
Kelley Trucking Inc. 401(k) Savings Plan (CO) $16M · 154

Similar participant headcount

Nearest other-state filings by covered participants (300 participants); asset peers above are excluded.

Limco-Piedmont, Inc. 401(k) Retirement Plan (OK) 300 · 0 off
Effex 401(k) Plan (TX) 300 · 0 off
Ignite Digital Federal Services LLC Retirement Plan and Trust (CA) 300 · 0 off
George E. Delallo Co., Inc. Salary-Reduction and Profit-Sharing Plan (PA) 300 · 0 off

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 Specified Air Solutions, LLC Profit Sharing Plan assets move in 2023? ▼

Specified Air Solutions, LLC Profit Sharing Plan grew at a solid clip - up 7.8% during 2023, from $15M to $16M. Reported net income was $1M.

Which 401(k) plans are similar in size to Specified Air Solutions, LLC Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is A-Gas US Inc. 401(k) Plan in OH ($16M, 386 participants).

Which 401(k) plans cover a similar participant headcount to Specified Air Solutions, LLC Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Limco-Piedmont, Inc. 401(k) Retirement Plan in OK (300 participants, $11M 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 161561076.