ESOP · DOL Form 5500 · 2023

Roberts Irrigation Company, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
24
Participants Small participant base
42nd
Percentile by assets National rank
$189,594
Avg per participant Above avg balance/head
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Official DOL plan name: Roberts Irrigation Company, Inc. Employee Stock Ownership Plan · Sponsored by Roberts Irrigation Company, Inc. · Wisconsin · Construction

$5M in assets, 24 participants

Roberts Irrigation Company, Inc.'s Roberts Irrigation Company, Inc. Employee Stock Ownership Plan reported $5M in total assets and 24 participants in its 2023 DOL Form 5500 filing, ranking in the 42nd 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.

  • #3,640 in Construction (9,030 peers)

Roberts Irrigation Company, Inc. multi-year trail

Roberts Irrigation Company, Inc.'s plans moved +23.6% in assets from 2022 to 2024; this filing shows Roberts Irrigation Company, Inc. Employee Stock Ownership Plan at $5M / 24 participants.

#3,640
in Construction (9,030 peers)
+24.3%
assets growth YoY

Roberts Irrigation Company, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Roberts Irrigation Company, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$4,550,250 42nd percentile higher than 42% 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

Roberts Irrigation Company, 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. Roberts Irrigation Company, Inc. Employee Stock Ownership Plan is a small filing (24 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roberts Irrigation Company, Inc. Employee Stock Ownership Plan reported net income rose from $465K in the plan year 2022 filing to $988K in the plan year 2023 filing.
  • Roberts Irrigation Company, Inc. Employee Stock Ownership Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Roberts Irrigation Company, Inc. Employee Stock Ownership Plan reported participants fell from 27 in the plan year 2022 filing to 24 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 391042977 · Roberts Irrigation Company, Inc. PY 2023 · ESOP

Roberts Irrigation Company, Inc. Employee Stock Ownership Plan · $5M · 24 · 42nd

  • PHOTO $5M
  • IND 24
  • EOY 42nd
  • 5500 ESOP
  • ASSETS near General Auto Recycling, Inc. Employee Stock Ownership Plan
  • PCT ind #3640

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 Wisconsin →

Roberts Irrigation Company, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Chemtron Supply Corporation Employee Stock Ownership PlanChemtron Supply Corporation …$5MDix & Eaton Incorporated Employee Stock Ownership PlanDix & Eaton Incorporated Emp…$5MRoberts Irrigation Company, Inc. Employee Stock Ownership PlanRoberts Irrigation Company, …$5MGeneral Auto Recycling, Inc. Employee Stock Ownership PlanGeneral Auto Recycling, Inc.…$5MAxia Holdings, Inc. Employee Stock Ownership PlanAxia Holdings, Inc. Employee…$5M
End-of-year total assets ($M) among Roberts Irrigation Company, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Roberts Irrigation Company, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Roberts Irrigation Company, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 23.601639232292875% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.66M $4.52M ▲ +23.5%
Year Plans Participants Total Assets
2022 1 27 $4M
2023 1 24 $5M
2024 1 30 $5M

Roberts Irrigation Company, Inc. filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$1M
Net Income$988K
Employer EIN391042977
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Wisconsin

Peer ESOP plans, same state, same plan type, ranked by total assets.

Roberts Irrigation Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Roberts Irrigation Company, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.00455025 · Participants: 24Roberts Irrigation Company, Inc. Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Roberts Irrigation Company, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Roberts Irrigation Company, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Roberts Irrigation Company, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is General Auto Recycling, Inc. Employee Stock Ownership Plan in RI ($5M); by covered participants it is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (24 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 Roberts Irrigation Company, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Roberts Irrigation Company, Inc. Employee Stock Ownership Plan grew sharply - up 24.3% during 2023, from $4M to $5M. Reported net income was $988K.
How have Roberts Irrigation Company, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberts Irrigation Company, Inc.'s sponsor-wide assets grew 23.6%, from $4M to $5M.
Which ESOP plans are similar in size to Roberts Irrigation Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is General Auto Recycling, Inc. Employee Stock Ownership Plan in RI ($5M, 22 participants).
Which ESOP plans cover a similar participant headcount to Roberts Irrigation Company, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Valador, Inc. Employee Stock Bonus Plan in WV (24 participants, N/A 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 391042977.

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.