401(k) · DOL Form 5500 · 2023

Trc Acquisition, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
403
Participants Below avg headcount
61st
Percentile by assets National rank
$27,460
Avg per participant Low balance/head
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Official DOL plan name: The Roberts Company 401(k) Retirement Plan · Sponsored by Trc Acquisition, LLC · North Carolina · Construction

$11M in assets, 403 participants

Trc Acquisition, LLC's The Roberts Company 401(k) Retirement Plan reported $11M in total assets and 403 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #5,343 in Construction (9,030 peers)

Coverage in North Carolina

The Roberts Company 401(k) Retirement Plan covers 403 participants in North Carolina, about 49% of the average North Carolina filer (state average ~819 per filing). Assets: $11M.

#5,343
in Construction (9,030 peers)
+17.0%
assets growth YoY

The Roberts Company 401(k) Retirement Plan's mid-pack asset rank among Construction and all filers

The Roberts Company 401(k) Retirement Plan vs every filed plan by assets

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

$11,066,572 Top 39% higher than 61% 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

The Roberts Company 401(k) Retirement 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. The Roberts Company 401(k) Retirement Plan sits mid-pack in the medium band (403 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Roberts Company 401(k) Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • The Roberts Company 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 262311706 · Trc Acquisition, LLC PY 2023 · 401(k)

The Roberts Company 401(k) Retirement Plan · $11M · 403 · 61st

  • RANK $11M
  • RANK 403
  • RANK 61st
  • RANK 401(k)
  • RANK near Spectrum Solutions, Inc. 401(k) Plan
  • RANK ind #5343

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 Construction retirement plans → · Plans in North Carolina →

The Roberts Company 401(k) Retirement Plan in the asset neighbourhood

The Roberts Company 401(k) Retirement PlanThe Roberts Company 401(k) R…$11MSpectrum Solutions, Inc. 401(k) PlanSpectrum Solutions, Inc. 401…$11MSpectrum Solutions, Inc. 401(k) PlanSpectrum Solutions, Inc. 401…$11MRegent Partners, LLC 401(k) Savings PlanRegent Partners, LLC 401(k) …$11MIsoftstone 401(k) Profit Sharing Plan & TrustIsoftstone 401(k) Profit Sha…$11M
End-of-year total assets ($M) among The Roberts Company 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN262311706
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trc Acquisition, LLC)

Sponsor-wide plan assets over time

All Trc Acquisition, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 41.71554442061086% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.46M $13.4M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 402 $9M
2023 1 403 $11M
2024 1 521 $13M

Nearby 401(k) Plans in North Carolina

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

The Roberts Company 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants The Roberts Company 401(k) Retirement Plan, Total assets ($B): 0.011066572 · Participants: 403The Roberts Company 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Corporation 401(k) Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Profit Sharing and Retirement Savings Plan
The Roberts Company 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Roberts Company 401(k) Retirement Plan side-by-side with 3 peers →

The Roberts Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Spectrum Solutions, Inc. 401(k) Plan in AL ($11M); by covered participants it is Sargent Corporation 401(k) Retirement Plan in ME (403 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (403 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 The Roberts Company 401(k) Retirement Plan assets move in 2023? ▼
The Roberts Company 401(k) Retirement Plan grew sharply - up 17.0% during 2023, from $9M to $11M. Reported net income was $2M.
How have Trc Acquisition, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trc Acquisition, LLC's sponsor-wide assets grew 41.7%, from $9M to $13M.
Which 401(k) plans are similar in size to The Roberts Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spectrum Solutions, Inc. 401(k) Plan in AL ($11M, 113 participants).
Which 401(k) plans cover a similar participant headcount to The Roberts Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sargent Corporation 401(k) Retirement Plan in ME (403 participants, $66M 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 262311706.

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.