401(k) · DOL Form 5500 · 2023

Robertson Ryan & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
277
Participants Below avg headcount
76th
Percentile by assets National rank
$86,531
Avg per participant Below avg balance/head
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Official DOL plan name: Robertson-Ryan & Associates, Inc. 401(k) Savings Plan · Sponsored by Robertson Ryan & Associates, Inc. · Wisconsin · Finance & Insurance

$24M in assets, 277 participants

Robertson Ryan & Associates, Inc.'s Robertson-Ryan & Associates, Inc. 401(k) Savings Plan reported $24M in total assets and 277 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,620 in Finance & Insurance (8,869 peers)

Coverage in Wisconsin

Robertson-Ryan & Associates, Inc. 401(k) Savings Plan covers 277 participants in Wisconsin, about 49% of the average Wisconsin filer (state average ~563 per filing). Assets: $24M.

#5,620
in Finance & Insurance (8,869 peers)
+18.4%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Robertson-Ryan & Associates, Inc. 401(k) Savings Plan's outsized position by total assets

Robertson-Ryan & Associates, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$23,968,957 Top 24% higher than 76% 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-Ryan & Associates, Inc. 401(k) Savings 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-Ryan & Associates, Inc. 401(k) Savings Plan sits mid-pack in the medium band (277 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robertson-Ryan & Associates, Inc. 401(k) Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Robertson-Ryan & Associates, Inc. 401(k) Savings Plan end-of-year assets rose from $20M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Robertson-Ryan & Associates, Inc. 401(k) Savings Plan reported participants rose from 251 in the plan year 2022 filing to 277 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390605130 · Robertson Ryan & Associates, Inc. PY 2023 · 401(k)

Robertson-Ryan & Associates, Inc. 401(k) Savings Plan · $24M · 277 · 76th

  • ASSETS $24M
  • PCT 277
  • EIN 76th
  • RANK 401(k)
  • PHOTO near Marcolin U.S.a. Eyewear Corp. 401(k) Plan
  • IND ind #5620

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Robertson-Ryan & Associates, Inc. 401(k) Savings Plan in the asset neighbourhood

Robertson-Ryan & Associates, Inc. 401(k) Savings PlanRobertson-Ryan & Associates,…$24MMarcolin U.S.a. Eyewear Corp. 401(k) PlanMarcolin U.S.a. Eyewear Corp…$24MSharpline Converting, Inc. Salary Deferral 401(k) PlanSharpline Converting, Inc. S…$24MB&a 401(k) Plan$24MUnited Automobile Holdings 401(k) PlanUnited Automobile Holdings 4…$24M
End-of-year total assets ($M) among Robertson-Ryan & Associates, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$24M
Net Income$4M
Employer EIN390605130
Plan Effective Date1982-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Robertson Ryan & Associates, Inc.)

Sponsor-wide plan assets over time

All Robertson Ryan & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 45.33321721121469% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.2M $29.4M ▲ +45.4%
Year Plans Participants Total Assets
2022 1 251 $20M
2023 1 277 $24M
2024 1 338 $29M

Nearby 401(k) Plans in Wisconsin

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

Robertson-Ryan & Associates, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Robertson-Ryan & Associates, Inc. 401(k) Savings Plan, Total assets ($B): 0.023968957 · Participants: 277Robertson-Ryan & Associates, Inc. 401(k) Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Robertson-Ryan & Associates, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Robertson-Ryan & Associates, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Robertson-Ryan & Associates, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Marcolin U.S.a. Eyewear Corp. 401(k) Plan in NJ ($24M); by covered participants it is Onin Group 401(k) Plan in AL (277 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($24M here).

Similar participant headcount

Nearest other-state filings by covered participants (277 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-Ryan & Associates, Inc. 401(k) Savings Plan assets move in 2023? ▼
Robertson-Ryan & Associates, Inc. 401(k) Savings Plan grew sharply - up 18.4% during 2023, from $20M to $24M. Reported net income was $4M.
How have Robertson Ryan & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robertson Ryan & Associates, Inc.'s sponsor-wide assets grew 45.3%, from $20M to $29M.
Where does Robertson-Ryan & Associates, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Robertson-Ryan & Associates, Inc. 401(k) Savings Plan ranks in the 76th 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-Ryan & Associates, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Marcolin U.S.a. Eyewear Corp. 401(k) Plan in NJ ($24M, 307 participants).
Which 401(k) plans cover a similar participant headcount to Robertson-Ryan & Associates, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Onin Group 401(k) Plan in AL (277 participants, $3M 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 390605130.

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.