401(k) · DOL Form 5500 · 2023

Roberts Aircraft Co. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
94
Participants Small participant base
49th
Percentile by assets National rank
$68,774
Avg per participant Below avg balance/head
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Official DOL plan name: Roberts Aircraft Co. 401(k) Plan · Sponsored by Roberts Aircraft Co. · Wyoming · Other Services

$6M in assets, 94 participants

Roberts Aircraft Co.'s Roberts Aircraft Co. 401(k) Plan reported $6M in total assets and 94 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #5,482 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Roberts Aircraft Co. 401(k) Plan ranks #5,482 of 7,857 2023 filers by assets (310% of the sector average)-$6M for 94 participants.

#5,482
in Other Services (7,857 peers)
+27.7%
assets growth YoY

Roberts Aircraft Co. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Roberts Aircraft Co. 401(k) Plan vs every filed plan by assets

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

$6,464,744 49th percentile higher than 49% 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 Aircraft Co. 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roberts Aircraft Co. 401(k) Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roberts Aircraft Co. 401(k) Plan reported net income rose from -$307K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Roberts Aircraft Co. 401(k) Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Roberts Aircraft Co. 401(k) Plan reported participants rose from 88 in the plan year 2022 filing to 94 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 820225558 · Roberts Aircraft Co. PY 2023 · 401(k)

Roberts Aircraft Co. 401(k) Plan · $6M · 94 · 49th

  • EIN $6M
  • RANK 94
  • PHOTO 49th
  • IND 401(k)
  • EOY near Operation Hope 401(k) Plan
  • 5500 ind #5482

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 Other Services retirement plans → · Plans in Wyoming →

Roberts Aircraft Co. 401(k) Plan in the asset neighbourhood

Operation Hope 401(k) Plan$6MJeff Ruby Culinary Entertainment 401(k) PlanJeff Ruby Culinary Entertain…$6MRoberts Aircraft Co. 401(k) PlanRoberts Aircraft Co. 401(k) …$6MDaugherty Construction, Inc. 401(k) Profit Sharing Plan and TrustDaugherty Construction, Inc.…$6MCivitas Learning, Inc. 401(k) PlanCivitas Learning, Inc. 401(k…$6M
End-of-year total assets ($M) among Roberts Aircraft Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN820225558
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roberts Aircraft Co.)

Sponsor-wide plan assets over time

All Roberts Aircraft Co. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 64.33280416716383% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.06M $8.32M ▲ +64.4%
Year Plans Participants Total Assets
2022 1 88 $5M
2023 1 94 $6M
2024 1 113 $8M

Nearby 401(k) Plans in Wyoming

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

Roberts Aircraft Co. 401(k) Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants Scatter plot of 6 data points. 050010001500 -50050100150200 Total assets ($M) Participants Roberts Aircraft Co. 401(k) Plan, Total assets ($M): 6.464744 · Participants: 94Roberts Aircraft Co. 401(k) PlanAdmiral Beverage Corporation 401(k) Plan, Total assets ($M): 156.224282 · Participants: 1354Admiral Beverage Corporation 401(k) PlanWyoming Machinery Company Profit Sharing 401(k) Plan, Total assets ($M): 136.372631 · Participants: 728Wyoming Machinery Company Profit Sharing 401(k) PlanTrihydro Corporation 401(k) Plan, Total assets ($M): 102.846284 · Participants: 539Trihydro Corporation 401(k) PlanTrue Companies Employees' 401(k) Savings Plan, Total assets ($M): 63.309064 · Participants: 950True Companies Employees' 401(k) Savings PlanNeiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($M): 43.885561 · Participants: 493Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust
Roberts Aircraft Co. 401(k) Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants
Compare Roberts Aircraft Co. 401(k) Plan side-by-side with 3 peers →

Roberts Aircraft Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wyoming, the nearest 401(k) by assets is Operation Hope 401(k) Plan in GA ($6M); by covered participants it is Republic Companies 401(k) Retirement Plan in IA (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 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 Aircraft Co. 401(k) Plan assets move in 2023? ▼
Roberts Aircraft Co. 401(k) Plan grew sharply - up 27.7% during 2023, from $5M to $6M. Reported net income was $1M.
How have Roberts Aircraft Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberts Aircraft Co.'s sponsor-wide assets grew 64.3%, from $5M to $8M.
Which 401(k) plans are similar in size to Roberts Aircraft Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Operation Hope 401(k) Plan in GA ($6M, 276 participants).
Which 401(k) plans cover a similar participant headcount to Roberts Aircraft Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Republic Companies 401(k) Retirement Plan in IA (94 participants, $11M 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 820225558.

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.