Profit Sharing · DOL Form 5500 · 2023

Robertson Working Capital, Inc. Profit Sharing Plan

Data updated 2026-08-25

$286K
Total assets Small plan by assets
2
Participants Small participant base
13th
Percentile by assets National rank
$142,867
Avg per participant Near avg balance/head
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Official DOL plan name: Robertson Working Capital, Inc. Retirement Plan · Sponsored by Robertson Working Capital, Inc. · California · Finance & Insurance

$286K in assets, 2 participants

Robertson Working Capital, Inc.'s Robertson Working Capital, Inc. Retirement Plan reported $286K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

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

Robertson Working Capital, Inc. multi-year trail

Robertson Working Capital, Inc.'s plans moved -21.6% in assets from 2022 to 2024; this filing shows Robertson Working Capital, Inc. Retirement Plan at $286K / 2 participants.

#681
in Finance & Insurance (8,869 peers)
+3.7%
assets growth YoY

Robertson Working Capital, Inc. Retirement Plan among the smaller filed plans by assets

Robertson Working Capital, Inc. Retirement Plan vs every filed plan by assets

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

$285,733 13th percentile higher than 13% 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 Working Capital, Inc. 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. Robertson Working Capital, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robertson Working Capital, Inc. Retirement Plan reported net income rose from -$5K in the plan year 2022 filing to $10K in the plan year 2023 filing.
  • Robertson Working Capital, Inc. Retirement Plan end-of-year assets rose from $276K in the plan year 2022 filing to $286K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 461173665 · Robertson Working Capital, Inc. PY 2023 · Profit Sharing

Robertson Working Capital, Inc. Retirement Plan · $286K · 2 · 13th

  • EIN $286K
  • EIN 2
  • EIN 13th
  • EIN Profit Sharing
  • EIN near Elbrown Enterprises, Inc. Retirement Plan
  • EIN ind #681

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 California →

Robertson Working Capital, Inc. Retirement Plan in the asset neighbourhood

Robertson Working Capital, Inc. Retirement PlanRobertson Working Capital, I…$286KElbrown Enterprises, Inc. Retirement PlanElbrown Enterprises, Inc. Re…$286KSmith Innovative & Sustainable Solutions, Inc. Profit Sharing PlanSmith Innovative & Sustainab…$286KWicked Organic, Inc. Retirement PlanWicked Organic, Inc. Retirem…$286KEk S, Corp Profit Sharing PlanEk S, Corp Profit Sharing Pl…$286K
End-of-year total assets ($M) among Robertson Working Capital, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Robertson Working Capital, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Robertson Working Capital, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$216K 21.604561854360405% vs 2022
2024 filing year
$0.2M$0.25M$0.3M 202220232024 $0.28M $0.22M ▼ -21.4%
Year Plans Participants Total Assets
2022 1 2 $276K
2023 1 2 $286K
2024 1 2 $216K

Robertson Working Capital, Inc. filing trail (2023)

Total Assets (Beginning of Year)$276K
Net Assets (End of Year)$286K
Net Income$10K
Employer EIN461173665
Plan Effective Date2012-10-11
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

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

Robertson Working Capital, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Robertson Working Capital, Inc. Retirement Plan, Total assets ($B): 0.000285733 · Participants: 2Robertson Working Capital, Inc. 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
Robertson Working Capital, Inc. Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Robertson Working Capital, Inc. Retirement Plan side-by-side with 3 peers →

Robertson Working Capital, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Elbrown Enterprises, Inc. Retirement Plan in FL ($286K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Working Capital, Inc. Retirement Plan assets move in 2023? ▼
Robertson Working Capital, Inc. Retirement Plan edged up modestly - up 3.7% during 2023, from $276K to $286K. Reported net income was $10K.
How have Robertson Working Capital, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robertson Working Capital, Inc.'s sponsor-wide assets declined 21.6%, from $276K to $216K.
Where does Robertson Working Capital, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Robertson Working Capital, Inc. Retirement Plan ranks in the 13th 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 Robertson Working Capital, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Elbrown Enterprises, Inc. Retirement Plan in FL ($286K, 27 participants).
Which Profit Sharing plans cover a similar participant headcount to Robertson Working Capital, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M 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 461173665.

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.