Profit Sharing · DOL Form 5500 · 2023

Roberts & Spiegel LLP Profit Sharing Plan

Data updated 2026-08-25

$708K
Total assets Small plan by assets
6
Participants Small participant base
21st
Percentile by assets National rank
$117,945
Avg per participant Below avg balance/head
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Official DOL plan name: Roberts & Spiegel LLP Retirement Plan · Sponsored by Roberts & Spiegel LLP · California · Professional & Technical Services

$708K in assets, 6 participants

Roberts & Spiegel LLP's Roberts & Spiegel LLP Retirement Plan reported $708K in total assets and 6 participants in its 2023 DOL Form 5500 filing, ranking in the 21st 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.

  • #3,210 in Professional & Technical Services (20,321 peers)

Roberts & Spiegel LLP multi-year trail

Roberts & Spiegel LLP's plans moved +36.4% in assets from 2022 to 2024; this filing shows Roberts & Spiegel LLP Retirement Plan at $708K / 6 participants.

#3,210
in Professional & Technical Services (20,321 peers)
+11.7%
assets growth YoY

Roberts & Spiegel LLP Retirement Plan among the smaller filed plans by assets

Roberts & Spiegel LLP Retirement Plan vs every filed plan by assets

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

$707,672 21st percentile higher than 21% 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 & Spiegel LLP Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roberts & Spiegel LLP Retirement Plan is a micro filing (6 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roberts & Spiegel LLP Retirement Plan reported net income rose from -$117K in the plan year 2022 filing to $74K in the plan year 2023 filing.
  • Roberts & Spiegel LLP Retirement Plan end-of-year assets rose from $634K in the plan year 2022 filing to $708K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 481298897 · Roberts & Spiegel LLP PY 2023 · Profit Sharing

Roberts & Spiegel LLP Retirement Plan · $708K · 6 · 21st

  • TYPE $708K
  • NET 6
  • BOOK 21st
  • VS-ST Profit Sharing
  • BOY near The Country Press, Inc. Employee Profit Sharing Plan
  • SCH ind #3210

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 California →

Roberts & Spiegel LLP Retirement Plan in the asset neighbourhood

Roberts & Spiegel LLP Retirement PlanRoberts & Spiegel LLP Retire…$708KThe Country Press, Inc. Employee Profit Sharing PlanThe Country Press, Inc. Empl…$708KThe Notched Tongue Inc. Retirement PlanThe Notched Tongue Inc. Reti…$707KChildstein Corporation Retirement PlanChildstein Corporation Retir…$708KGoldstein Diamonds, Inc. Profit Sharing PlanGoldstein Diamonds, Inc. Pro…$708K
End-of-year total assets ($M) among Roberts & Spiegel LLP Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Roberts & Spiegel LLP multi-year asset trail

Sponsor-wide plan assets over time

All Roberts & Spiegel LLP plans reported in each filing year

Latest sponsor-wide plan assets
$864K 36.41226734415313% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.63M $0.86M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 6 $634K
2023 1 6 $708K
2024 1 7 $864K

Roberts & Spiegel LLP filing trail (2023)

Total Assets (Beginning of Year)$634K
Net Assets (End of Year)$708K
Net Income$74K
Employer EIN481298897
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Roberts & Spiegel LLP Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Roberts & Spiegel LLP Retirement Plan, Total assets ($B): 0.000707672 · Participants: 6Roberts & Spiegel LLP Retirement PlanIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Roberts & Spiegel LLP Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Roberts & Spiegel LLP Retirement Plan side-by-side with 3 peers →

Roberts & Spiegel LLP Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is The Country Press, Inc. Employee Profit Sharing Plan in MA ($708K); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (6 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 & Spiegel LLP Retirement Plan assets move in 2023? ▼
Roberts & Spiegel LLP Retirement Plan grew at a solid clip - up 11.7% during 2023, from $634K to $708K. Reported net income was $74K.
How have Roberts & Spiegel LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberts & Spiegel LLP's sponsor-wide assets grew 36.4%, from $634K to $864K.
Where does Roberts & Spiegel LLP Retirement Plan rank by assets among Form 5500 filers? ▼
Roberts & Spiegel LLP Retirement Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Roberts & Spiegel LLP Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is The Country Press, Inc. Employee Profit Sharing Plan in MA ($708K, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Roberts & Spiegel LLP Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (6 participants, $231K 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 481298897.

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.