401(k) · DOL Form 5500 · 2023

Roebbelen Management, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
203
Participants Below avg headcount
79th
Percentile by assets National rank
$148,807
Avg per participant Above avg balance/head
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Official DOL plan name: Roebbelen Management, Inc. 401(k) Profit Sharing Plan · Sponsored by Roebbelen Management, Inc. · California · Professional & Technical Services

$30M in assets, 203 participants

Roebbelen Management, Inc.'s Roebbelen Management, Inc. 401(k) Profit Sharing Plan reported $30M in total assets and 203 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #16,222 in Professional & Technical Services (20,321 peers)

Coverage in California

Roebbelen Management, Inc. 401(k) Profit Sharing Plan covers 203 participants in California, about 32% of the average California filer (state average ~630 per filing). Assets: $30M.

#16,222
in Professional & Technical Services (20,321 peers)
+24.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Roebbelen Management, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Roebbelen Management, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$30,207,880 Top 21% higher than 79% 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

Roebbelen Management, Inc. 401(k) Profit Sharing 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. Roebbelen Management, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (203 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roebbelen Management, Inc. 401(k) Profit Sharing Plan reported net income rose from -$5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Roebbelen Management, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $24M in the plan year 2022 filing to $30M in the plan year 2023 filing.
  • Roebbelen Management, Inc. 401(k) Profit Sharing Plan reported participants rose from 192 in the plan year 2022 filing to 203 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 680421620 · Roebbelen Management, Inc. PY 2023 · 401(k)

Roebbelen Management, Inc. 401(k) Profit Sharing Plan · $30M · 203 · 79th

  • BOY $30M
  • SCH 203
  • EBSA 79th
  • PART 401(k)
  • TYPE near Coca-Cola Consolidated, Inc. Bargaining Employees 401(k) Plan
  • NET ind #16222

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 Professional & Technical Services retirement plans → · Plans in California →

Roebbelen Management, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Roebbelen Management, Inc. 401(k) Profit Sharing PlanRoebbelen Management, Inc. 4…$30MCoca-Cola Consolidated, Inc. Bargaining Employees 401(k) PlanCoca-Cola Consolidated, Inc.…$30MSendik's Food Market Retirement PlanSendik's Food Market Retirem…$30MCarl Marks & Co., Inc Retirement Savings PlanCarl Marks & Co., Inc Retire…$30MAmoco Federal Credit Union Capital Accumulation PlanAmoco Federal Credit Union C…$30M
End-of-year total assets ($M) among Roebbelen Management, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$30M
Net Income$6M
Employer EIN680421620
Plan Effective Date1987-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roebbelen Management, Inc.)

Sponsor-wide plan assets over time

All Roebbelen Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$32M 30.562474409964008% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $24.2M $31.6M ▲ +30.6%
Year Plans Participants Total Assets
2022 1 192 $24M
2023 1 203 $30M
2024 1 199 $32M

Nearby 401(k) Plans in California

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

Roebbelen Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Roebbelen Management, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.03020788 · Participants: 203Roebbelen Management, Inc. 401(k) Profit Sharing PlanWells 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
Roebbelen Management, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Roebbelen Management, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Roebbelen Management, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Coca-Cola Consolidated, Inc. Bargaining Employees 401(k) Plan in NC ($30M); by covered participants it is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (203 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 Roebbelen Management, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Roebbelen Management, Inc. 401(k) Profit Sharing Plan grew sharply - up 24.7% during 2023, from $24M to $30M. Reported net income was $6M.
How have Roebbelen Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roebbelen Management, Inc.'s sponsor-wide assets grew 30.6%, from $24M to $32M.
Where does Roebbelen Management, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Roebbelen Management, Inc. 401(k) Profit Sharing Plan ranks in the 79th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Roebbelen Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Coca-Cola Consolidated, Inc. Bargaining Employees 401(k) Plan in NC ($30M, 1,391 participants).
Which 401(k) plans cover a similar participant headcount to Roebbelen Management, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Permian Ford-Lincoln-Mercury, Inc. 401(k) Profit Sharing Plan in NM (203 participants, $7M 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 680421620.

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.