401(k) · DOL Form 5500 · 2023

Robert James Sales, Inc. 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
141
Participants Small participant base
66th
Percentile by assets National rank
$102,412
Avg per participant Below avg balance/head
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Official DOL plan name: Robert James Sales, Inc 401(k) Plan · Sponsored by Robert James Sales, Inc. · New York · Wholesale Trade

$14M in assets, 141 participants

Robert James Sales, Inc.'s Robert James Sales, Inc 401(k) Plan reported $14M in total assets and 141 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #3,818 in Wholesale Trade (6,309 peers)

Coverage in New York

Robert James Sales, Inc 401(k) Plan covers 141 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $14M.

#3,818
in Wholesale Trade (6,309 peers)
+24.7%
assets growth YoY

Robert James Sales, Inc 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Robert James Sales, Inc 401(k) Plan vs every filed plan by assets

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

$14,440,106 Top 34% higher than 66% 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

Robert James Sales, Inc 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. Robert James Sales, Inc 401(k) Plan sits mid-pack in the medium band (141 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robert James Sales, Inc 401(k) Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Robert James Sales, Inc 401(k) Plan end-of-year assets rose from $12M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 160993857 · Robert James Sales, Inc. PY 2023 · 401(k)

Robert James Sales, Inc 401(k) Plan · $14M · 141 · 66th

  • BOOK $14M
  • BOOK 141
  • BOOK 66th
  • BOOK 401(k)
  • BOOK near Merritt Trailers, Inc. 401(k) Profit Sharing Plan
  • BOOK ind #3818

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 Wholesale Trade retirement plans → · Plans in New York →

Robert James Sales, Inc 401(k) Plan in the asset neighbourhood

Robert James Sales, Inc 401(k) PlanRobert James Sales, Inc 401(…$14MMerritt Trailers, Inc. 401(k) Profit Sharing PlanMerritt Trailers, Inc. 401(k…$14MThe Fikes Companies Profit Sharing Plan & TrustThe Fikes Companies Profit S…$14MLowe Automotive Warehouse, Inc. 401(k) PlanLowe Automotive Warehouse, I…$14MEpstein Affiliated Companies 401(k) Pension PlanEpstein Affiliated Companies…$14M
End-of-year total assets ($M) among Robert James Sales, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN160993857
Plan Effective Date1975-09-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert James Sales, Inc.)

Sponsor-wide plan assets over time

All Robert James Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 43.715359376362976% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.6M $16.6M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 140 $12M
2023 1 141 $14M
2024 1 139 $17M

Nearby 401(k) Plans in New York

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

Robert James Sales, Inc 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Robert James Sales, Inc 401(k) Plan, Total assets ($B): 0.014440106 · Participants: 141Robert James Sales, Inc 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Robert James Sales, Inc 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Robert James Sales, Inc 401(k) Plan side-by-side with 3 peers →

Robert James Sales, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Merritt Trailers, Inc. 401(k) Profit Sharing Plan in CO ($14M); by covered participants it is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (141 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 Robert James Sales, Inc 401(k) Plan assets move in 2023? ▼
Robert James Sales, Inc 401(k) Plan grew sharply - up 24.7% during 2023, from $12M to $14M. Reported net income was $3M.
How have Robert James Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert James Sales, Inc.'s sponsor-wide assets grew 43.7%, from $12M to $17M.
Which 401(k) plans are similar in size to Robert James Sales, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Merritt Trailers, Inc. 401(k) Profit Sharing Plan in CO ($14M, 221 participants).
Which 401(k) plans cover a similar participant headcount to Robert James Sales, Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dytran Instruments, Inc. Retirement Savings Plan in CA (141 participants, N/A 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 160993857.

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.