401(k) · DOL Form 5500 · 2023

Roberts Company, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
473
Participants Below avg headcount
56th
Percentile by assets National rank
$18,865
Avg per participant Low balance/head
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Official DOL plan name: Roberts Company, Inc. Savings Plan and Trust · Sponsored by Roberts Company, Inc. · Mississippi · Retail Trade

$9M in assets, 473 participants

Roberts Company, Inc.'s Roberts Company, Inc. Savings Plan and Trust reported $9M in total assets and 473 participants in its 2023 DOL Form 5500 filing, ranking in the 56th 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.

  • #5,609 in Retail Trade (8,414 peers)

Roberts Company, Inc. multi-year trail

Roberts Company, Inc.'s plans moved +15.4% in assets from 2022 to 2024; this filing shows Roberts Company, Inc. Savings Plan and Trust at $9M / 473 participants.

#5,609
in Retail Trade (8,414 peers)
+10.5%
assets growth YoY

Roberts Company, Inc. Savings Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Roberts Company, Inc. Savings Plan and Trust vs every filed plan by assets

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

$8,922,911 Top 44% higher than 56% 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 Company, Inc. Savings Plan and Trust 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. Roberts Company, Inc. Savings Plan and Trust sits mid-pack in the medium band (473 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roberts Company, Inc. Savings Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $846K in the plan year 2023 filing.
  • Roberts Company, Inc. Savings Plan and Trust end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Roberts Company, Inc. Savings Plan and Trust reported participants fell from 506 in the plan year 2022 filing to 473 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 720719149 · Roberts Company, Inc. PY 2023 · 401(k)

Roberts Company, Inc. Savings Plan and Trust · $9M · 473 · 56th

  • EIN $9M
  • RANK 473
  • PHOTO 56th
  • IND 401(k)
  • EOY near Mcelroy, Quirk & Burch (Apc) 401(k) Profit Sharing Plan
  • 5500 ind #5609

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 Retail Trade retirement plans → · Plans in Mississippi →

Roberts Company, Inc. Savings Plan and Trust in the asset neighbourhood

Roberts Company, Inc. Savings Plan and TrustRoberts Company, Inc. Saving…$9MMcelroy, Quirk & Burch (Apc) 401(k) Profit Sharing PlanMcelroy, Quirk & Burch (Apc)…$9MSme Inc of Seattle 401(k) Plan & TrustSme Inc of Seattle 401(k) Pl…$9MMega International, LLC 401(k) PlanMega International, LLC 401(…$9MWelsco, Inc. 401(k) Plan$9M
End-of-year total assets ($M) among Roberts Company, Inc. Savings Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Roberts Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Roberts Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 15.36566175073157% vs 2022
2024 filing year
$7.5M$8M$8.5M$9M$9.5M 202220232024 $8.08M $9.32M ▲ +15.3%
Year Plans Participants Total Assets
2022 1 506 $8M
2023 1 473 $9M
2024 1 553 $9M

Roberts Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$846K
Employer EIN720719149
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Mississippi

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

Roberts Company, Inc. Savings Plan and Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants Scatter plot of 6 data points. 02000400060008000 -20002004006008001000 Total assets ($M) Participants Roberts Company, Inc. Savings Plan and Trust, Total assets ($M): 8.922911 · Participants: 473Roberts Company, Inc. Savings Plan and TrustCadence 401(k) Profit-Sharing Plan, Total assets ($M): 797.339076 · Participants: 6578Cadence 401(k) Profit-Sharing PlanErgon 401(k) Plan, Total assets ($M): 651.370894 · Participants: 3214Ergon 401(k) PlanHancock Whitney Corporation 401(k) Savings Plan, Total assets ($M): 542.54732 · Participants: 3545Hancock Whitney Corporation 401(k) Savings PlanV2x 401(k) Retirement Plan, Total assets ($M): 538.489023 · Participants: 6807V2x 401(k) Retirement PlanSouthern Farm Bureau and Adopting Companies 401(k) Plan, Total assets ($M): 476.889063 · Participants: 2657Southern Farm Bureau and Adopting Companies 401(k) Plan
Roberts Company, Inc. Savings Plan and Trust vs. nearby 401(k) plans in Mississippi, assets vs. participants
Compare Roberts Company, Inc. Savings Plan and Trust side-by-side with 3 peers →

Roberts Company, Inc. Savings Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Mississippi, the nearest 401(k) by assets is Mcelroy, Quirk & Burch (Apc) 401(k) Profit Sharing Plan in LA ($9M); by covered participants it is Life Extension Foundation Buyers Club Inc. 401(k) in FL (473 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (473 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 Company, Inc. Savings Plan and Trust assets move in 2023? ▼
Roberts Company, Inc. Savings Plan and Trust grew at a solid clip - up 10.5% during 2023, from $8M to $9M. Reported net income was $846K.
How have Roberts Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberts Company, Inc.'s sponsor-wide assets grew 15.4%, from $8M to $9M.
Which 401(k) plans are similar in size to Roberts Company, Inc. Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mcelroy, Quirk & Burch (Apc) 401(k) Profit Sharing Plan in LA ($9M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Roberts Company, Inc. Savings Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Life Extension Foundation Buyers Club Inc. 401(k) in FL (473 participants, $35M 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 720719149.

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.