401(k) · DOL Form 5500 · 2023

Robertson Heating Supply Company of Ohio 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
303
Participants Below avg headcount
84th
Percentile by assets National rank
$143,435
Avg per participant Near avg balance/head
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Official DOL plan name: Robertson Heating Supply Company 401(k) Profit Sharing Plan · Sponsored by Robertson Heating Supply Company of Ohio · Ohio · Wholesale Trade

$43M in assets, 303 participants

Robertson Heating Supply Company of Ohio's Robertson Heating Supply Company 401(k) Profit Sharing Plan reported $43M in total assets and 303 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,353 in Wholesale Trade (6,309 peers)

Coverage in Ohio

Robertson Heating Supply Company 401(k) Profit Sharing Plan covers 303 participants in Ohio, about 40% of the average Ohio filer (state average ~765 per filing). Assets: $43M.

#5,353
in Wholesale Trade (6,309 peers)
+21.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Robertson Heating Supply Company 401(k) Profit Sharing Plan's outsized position by total assets

Robertson Heating Supply Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$43,460,704 Top 16% higher than 84% 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 Heating Supply Company 401(k) 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. Robertson Heating Supply Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (303 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robertson Heating Supply Company 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Robertson Heating Supply Company 401(k) Profit Sharing Plan end-of-year assets rose from $36M in the plan year 2022 filing to $43M in the plan year 2023 filing.
  • Robertson Heating Supply Company 401(k) Profit Sharing Plan reported participants rose from 297 in the plan year 2022 filing to 303 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 340660433 · Robertson Heating Supply Company of Ohio PY 2023 · 401(k)

Robertson Heating Supply Company 401(k) Profit Sharing Plan · $43M · 303 · 84th

  • SCH $43M
  • SCH 303
  • SCH 84th
  • SCH 401(k)
  • SCH near Coronis Health Employee Retirement Savings Plan & Trust
  • SCH ind #5353

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 Ohio →

Robertson Heating Supply Company 401(k) Profit Sharing Plan in the asset neighbourhood

Coronis Health Employee Retirement Savings Plan & TrustCoronis Health Employee Reti…$43MHi-Temp Insulation Savings and Retirement PlanHi-Temp Insulation Savings a…$43MControl Southern Inc. Profit Sharing PlanControl Southern Inc. Profit…$43MRobertson Heating Supply Company 401(k) Profit Sharing PlanRobertson Heating Supply Com…$43MNextworld 401(k) Plan$43M
End-of-year total assets ($M) among Robertson Heating Supply Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$43M
Net Income$8M
Employer EIN340660433
Plan Effective Date1984-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robertson Heating Supply Company of Ohio)

Sponsor-wide plan assets over time

All Robertson Heating Supply Company of Ohio plans reported in each filing year

Latest sponsor-wide plan assets
$48M 35.24345282850179% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.8M $48.4M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 297 $36M
2023 1 303 $43M
2024 1 340 $48M

Nearby 401(k) Plans in Ohio

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

Robertson Heating Supply Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Robertson Heating Supply Company 401(k) Profit Sharing Plan, Total assets ($B): 0.043460704 · Participants: 303Robertson Heating Supply Company 401(k) Profit Sharing PlanGE Retirement Savings Plan, Total assets ($B): 19.485469047 · Participants: 59766GE Retirement Savings PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.12932701 · Participants: 47362The Sherwin-Williams Company 401(k) PlanThe Progressive 401(k) Plan, Total assets ($B): 9.225573063 · Participants: 56176The Progressive 401(k) PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 8.445085 · Participants: 129769The Kroger Co. 401(k) Retirement Savings Account PlanNationwide Savings Plan, Total assets ($B): 7.618883027 · Participants: 24715Nationwide Savings Plan
Robertson Heating Supply Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Robertson Heating Supply Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Robertson Heating Supply Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Coronis Health Employee Retirement Savings Plan & Trust in MD ($43M); by covered participants it is Emergency Hospital Systems 401(k) Plan in TX (303 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($43M here).

Similar participant headcount

Nearest other-state filings by covered participants (303 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 Heating Supply Company 401(k) Profit Sharing Plan assets move in 2023? ▼
Robertson Heating Supply Company 401(k) Profit Sharing Plan grew sharply - up 21.5% during 2023, from $36M to $43M. Reported net income was $8M.
How have Robertson Heating Supply Company of Ohio plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robertson Heating Supply Company of Ohio's sponsor-wide assets grew 35.2%, from $36M to $48M.
Where does Robertson Heating Supply Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Robertson Heating Supply Company 401(k) Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Robertson Heating Supply Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coronis Health Employee Retirement Savings Plan & Trust in MD ($43M, 1,346 participants).
Which 401(k) plans cover a similar participant headcount to Robertson Heating Supply Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Emergency Hospital Systems 401(k) Plan in TX (303 participants, $2M 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 340660433.

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.