401(k) · DOL Form 5500 · 2023

D.B. Roberts, Inc. 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
322
Participants Below avg headcount
72nd
Percentile by assets National rank
$58,484
Avg per participant Low balance/head
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Official DOL plan name: D. B. Roberts, Inc. 401(k) Plan · Sponsored by D.B. Roberts, Inc. · Massachusetts · Wholesale Trade

$19M in assets, 322 participants

D.B. Roberts, Inc.'s D. B. Roberts, Inc. 401(k) Plan reported $19M in total assets and 322 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,294 in Wholesale Trade (6,309 peers)

Coverage in Massachusetts

D. B. Roberts, Inc. 401(k) Plan covers 322 participants in Massachusetts, about 49% of the average Massachusetts filer (state average ~659 per filing). Assets: $19M.

#4,294
in Wholesale Trade (6,309 peers)
+7.1%
assets growth YoY

D. B. Roberts, Inc. 401(k) Plan's outsized position by total assets

D. B. Roberts, Inc. 401(k) Plan vs every filed plan by assets

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

$18,831,956 Top 28% higher than 72% 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

D. B. Roberts, Inc. 401(k) 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. D. B. Roberts, Inc. 401(k) Plan sits mid-pack in the medium band (322 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • D. B. Roberts, Inc. 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • D. B. Roberts, Inc. 401(k) Plan end-of-year assets rose from $18M in the plan year 2022 filing to $19M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 043335813 · D.B. Roberts, Inc. PY 2023 · 401(k)

D. B. Roberts, Inc. 401(k) Plan · $19M · 322 · 72nd

  • 5500 $19M
  • 5500 322
  • 5500 72nd
  • 5500 401(k)
  • 5500 near Phoenix International Holdings, Inc. Retirement Plan
  • 5500 ind #4294

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 Massachusetts →

D. B. Roberts, Inc. 401(k) Plan in the asset neighbourhood

D. B. Roberts, Inc. 401(k) PlanD. B. Roberts, Inc. 401(k) P…$19MPhoenix International Holdings, Inc. Retirement PlanPhoenix International Holdin…$19MOne Technologies 401(k) Plan$19MIlmor Engineering, Inc. 401(k) PlanIlmor Engineering, Inc. 401(…$19MJupiter Aluminum Corporation 401(k) PlanJupiter Aluminum Corporation…$19M
End-of-year total assets ($M) among D. B. Roberts, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$19M
Net Income$1M
Employer EIN043335813
Plan Effective Date1997-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (D.B. Roberts, Inc.)

Sponsor-wide plan assets over time

All D.B. Roberts, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 17.62128123659463% vs 2022
2024 filing year
$17M$18M$19M$20M$21M 202220232024 $17.6M $20.7M ▲ +17.6%
Year Plans Participants Total Assets
2022 1 323 $18M
2023 1 322 $19M
2024 1 313 $21M

Nearby 401(k) Plans in Massachusetts

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

D. B. Roberts, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants D. B. Roberts, Inc. 401(k) Plan, Total assets ($B): 0.018831956 · Participants: 322D. B. Roberts, Inc. 401(k) PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
D. B. Roberts, Inc. 401(k) Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare D. B. Roberts, Inc. 401(k) Plan side-by-side with 3 peers →

D. B. Roberts, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Phoenix International Holdings, Inc. Retirement Plan in MD ($19M); by covered participants it is The Doctors Clinic, a P. C. 401(k) Profit Sharing Plan in WA (322 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($19M here).

Similar participant headcount

Nearest other-state filings by covered participants (322 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 D. B. Roberts, Inc. 401(k) Plan assets move in 2023? ▼
D. B. Roberts, Inc. 401(k) Plan grew at a solid clip - up 7.1% during 2023, from $18M to $19M. Reported net income was $1M.
How have D.B. Roberts, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), D.B. Roberts, Inc.'s sponsor-wide assets grew 17.6%, from $18M to $21M.
Which 401(k) plans are similar in size to D. B. Roberts, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Phoenix International Holdings, Inc. Retirement Plan in MD ($19M, 177 participants).
Which 401(k) plans cover a similar participant headcount to D. B. Roberts, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Doctors Clinic, a P. C. 401(k) Profit Sharing Plan in WA (322 participants, $123M 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 043335813.

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.