401(k) · DOL Form 5500 · 2023

Don Roberto Jewelers Inc 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
473
Participants Below avg headcount
63rd
Percentile by assets National rank
$26,484
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Drj 401(k) · Sponsored by Don Roberto Jewelers Inc · California · Retail Trade

$13M in assets, 473 participants

Don Roberto Jewelers Inc's Drj 401(k) reported $13M in total assets and 473 participants in its 2023 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,242 in Retail Trade (8,414 peers)

Don Roberto Jewelers Inc multi-year trail

Don Roberto Jewelers Inc's plans moved +51.3% in assets from 2022 to 2024; this filing shows Drj 401(k) at $13M / 473 participants.

#6,242
in Retail Trade (8,414 peers)
+25.3%
assets growth YoY

Drj 401(k)'s mid-pack asset rank among Retail Trade and all filers

Drj 401(k) vs every filed plan by assets

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

$12,527,025 Top 37% higher than 63% 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

Drj 401(k) 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. Drj 401(k) sits mid-pack in the medium band (473 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Drj 401(k) reported net income rose from $40K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Drj 401(k) end-of-year assets rose from $10M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Drj 401(k) reported participants rose from 395 in the plan year 2022 filing to 473 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 330407269 · Don Roberto Jewelers Inc PY 2023 · 401(k)

Drj 401(k) · $13M · 473 · 63rd

  • TYPE $13M
  • TYPE 473
  • TYPE 63rd
  • TYPE 401(k)
  • TYPE near Eden Stone Co., Inc. Employee Retirement Savings Plan
  • TYPE ind #6242

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 Retail Trade retirement plans → · Plans in California →

Drj 401(k) in the asset neighbourhood

Drj 401(k)$13MEden Stone Co., Inc. Employee Retirement Savings PlanEden Stone Co., Inc. Employe…$13MTroy Companies 401(k) Plan$13MFlanigan's 401(k) Plan$13MSynergy Equipment 401(k) Plan$13M
End-of-year total assets ($M) among Drj 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Don Roberto Jewelers Inc multi-year asset trail

Sponsor-wide plan assets over time

All Don Roberto Jewelers Inc plans reported in each filing year

Latest sponsor-wide plan assets
$15M 51.30051868716077% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10M $15.1M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 395 $10M
2023 1 473 $13M
2024 1 593 $15M

Don Roberto Jewelers Inc filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$13M
Net Income$3M
Employer EIN330407269
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Drj 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Drj 401(k), Total assets ($B): 0.012527025 · Participants: 473Drj 401(k)Wells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Drj 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare Drj 401(k) side-by-side with 3 peers →

Drj 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Eden Stone Co., Inc. Employee Retirement Savings Plan in WI ($13M); by covered participants it is Life Extension Foundation Buyers Club Inc. 401(k) in FL (473 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (473 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 Drj 401(k) assets move in 2023? ▼
Drj 401(k) grew sharply - up 25.3% during 2023, from $10M to $13M. Reported net income was $3M.
How have Don Roberto Jewelers Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Don Roberto Jewelers Inc's sponsor-wide assets grew 51.3%, from $10M to $15M.
Which 401(k) plans are similar in size to Drj 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Eden Stone Co., Inc. Employee Retirement Savings Plan in WI ($13M, 193 participants).
Which 401(k) plans cover a similar participant headcount to Drj 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Life Extension Foundation Buyers Club Inc. 401(k) in FL (473 participants, $35M 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 330407269.

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.