ESOP · DOL Form 5500 · 2023
Robertson & Olson Construction, Inc ESOP
Data updated 2026-08-25
- $610K
- Total assets Small plan by assets
- 56
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $10,901
- Avg per participant Low balance/head
Official DOL plan name: Robertson & Olson Construction, Inc Employee Stock Ownership Plan · Sponsored by Robertson & Olson Construction, Inc · Washington · Construction
$610K in assets, 56 participants
Robertson & Olson Construction, Inc's Robertson & Olson Construction, Inc Employee Stock Ownership Plan reported $610K in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #1,612 in Construction (9,030 peers)
Robertson & Olson Construction, Inc multi-year trail
Robertson & Olson Construction, Inc's plans moved +125.4% in assets from 2022 to 2024; this filing shows Robertson & Olson Construction, Inc Employee Stock Ownership Plan at $610K / 56 participants.
- #1,612
- in Construction (9,030 peers)
- +22.1%
- assets growth YoY
Robertson & Olson Construction, Inc Employee Stock Ownership Plan among the smaller filed plans by assets
Robertson & Olson Construction, Inc Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$610,476 20th percentile higher than 20% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Robertson & Olson Construction, Inc Employee Stock Ownership 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. Robertson & Olson Construction, Inc Employee Stock Ownership Plan is a small filing (56 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Robertson & Olson Construction, Inc Employee Stock Ownership Plan reported net income fell from $250K in the plan year 2022 filing to $110K in the plan year 2023 filing.
- Robertson & Olson Construction, Inc Employee Stock Ownership Plan end-of-year assets rose from $500K in the plan year 2022 filing to $610K in the plan year 2023 filing.
- Robertson & Olson Construction, Inc Employee Stock Ownership Plan reported participants fell from 71 in the plan year 2022 filing to 56 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 911876356 · Robertson & Olson Construction, Inc PY 2023 · ESOP
Robertson & Olson Construction, Inc Employee Stock Ownership Plan · $610K · 56 · 20th
- ASSETS $610K
- PCT 56
- EIN 20th
- RANK ESOP
- PHOTO near Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan
- IND ind #1612
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 What is an ESOP? → · Plans in Washington →
Robertson & Olson Construction, Inc Employee Stock Ownership Plan in the asset neighbourhood
Robertson & Olson Construction, Inc multi-year asset trail
Sponsor-wide plan assets over time
All Robertson & Olson Construction, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 125.4022% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 71 | $500K |
| 2023 | 1 | 56 | $610K |
| 2024 | 1 | 60 | $1M |
Robertson & Olson Construction, Inc filing trail (2023)
| Total Assets (Beginning of Year) | $500K |
|---|---|
| Net Assets (End of Year) | $610K |
| Net Income | $110K |
| Employer EIN | 911876356 |
| Plan Effective Date | 2021-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Washington
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan $3.0B · 3,694
- Triple B Corporation Employee Stock Ownership Plan $278M · 1,123
- Manson Construction Co. Non-Craft Employee Stock Ownership Plan $183M · 310
- Parametrix, Inc. Employee Stock Ownership Plan $140M · 570
- The Plexsys Interface Products, Inc. Employee Stock Ownership Plan $114M · 183
Robertson & Olson Construction, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Washington, the nearest ESOP by assets is Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan in FL ($611K); by covered participants it is Created From the First National Bank Employee Stock Ownership Plan in IL (56 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($610K here).
- Alpha-Omega Training and Compliance, Inc. Employee Stock Ownership Plan (FL) $611K · 48
- Traulsen & Co., Inc. Employee Stock Ownership Plan (IL) $611K · N/A
- Haley's Lock, Safe & Key Service, Inc. Employee Stock Ownership Plan (IN) $610K · 18
- The Arlee Group Employee Stock Ownership Plan (NY) $613K · 21
Similar participant headcount
Nearest other-state filings by covered participants (56 participants); asset peers above are excluded.
- Created From the First National Bank Employee Stock Ownership Plan (IL) 56 · 0 off
- Ramey Kemp & Associates, Inc. Employee Stock Ownership Plan (NC) 56 · 0 off
- Mulcahy Company, Inc. Employee Stock Ownership Plan and Trust (MN) 56 · 0 off
- Quality Machining, Inc. Employee Stock Ownership Plan (WI) 56 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.