401(k) · DOL Form 5500 · 2023

Robins & Morton 401(k) Plan

Data updated 2026-08-25

$186M
Total assets Near avg plan size
1,282
Participants Near avg headcount
94th
Percentile by assets National rank
$145,330
Avg per participant Above avg balance/head
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Official DOL plan name: The Robins & Morton Retirement Savings Plan · Sponsored by Robins & Morton · Alabama · Construction

$186M in assets, 1,282 participants

Robins & Morton's The Robins & Morton Retirement Savings Plan reported $186M in total assets and 1,282 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #8,422 in Construction (9,030 peers)

Coverage in Alabama

The Robins & Morton Retirement Savings Plan covers 1,282 participants in Alabama, 3.6x the typical Alabama plan (state average ~360 per filing). Assets: $186M.

#8,422
in Construction (9,030 peers)
+23.3%
assets growth YoY
1.9×
vs typical plan assets (national mean)

The Robins & Morton Retirement Savings Plan's outsized position by total assets

The Robins & Morton Retirement Savings Plan vs every filed plan by assets

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

$186,313,325 Top 6% higher than 94% 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 Robins & Morton Retirement Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Robins & Morton Retirement Savings Plan lands in the large band (1,282 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Robins & Morton Retirement Savings Plan reported net income rose from -$15M in the plan year 2022 filing to $35M in the plan year 2023 filing.
  • The Robins & Morton Retirement Savings Plan end-of-year assets rose from $151M in the plan year 2022 filing to $186M in the plan year 2023 filing.
  • The Robins & Morton Retirement Savings Plan reported participants rose from 1,152 in the plan year 2022 filing to 1,282 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 631076743 · Robins & Morton PY 2023 · 401(k)

The Robins & Morton Retirement Savings Plan · $186M · 1,282 · 94th

  • TYPE $186M
  • NET 1,282
  • BOOK 94th
  • VS-ST 401(k)
  • BOY near Chenmed, LLC 401(k) Plan
  • SCH ind #8422

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 Alabama →

The Robins & Morton Retirement Savings Plan in the asset neighbourhood

Badger Meter Employee Savings and Stock Ownership PlanBadger Meter Employee Saving…$187MSubcom, LLC$187MChenmed, LLC 401(k) Plan$186MThe Robins & Morton Retirement Savings PlanThe Robins & Morton Retireme…$186MGray Retirement Savings Plan$186M
End-of-year total assets ($M) among The Robins & Morton Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$151M
Net Assets (End of Year)$186M
Net Income$35M
Employer EIN631076743
Plan Effective Date1972-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robins & Morton)

Sponsor-wide plan assets over time

All Robins & Morton plans reported in each filing year

Latest sponsor-wide plan assets
$222M 46.72617279775839% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $151M $222M ▲ +46.7%
Year Plans Participants Total Assets
2022 1 1,152 $151M
2023 1 1,282 $186M
2024 1 1,409 $222M

Nearby 401(k) Plans in Alabama

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

The Robins & Morton Retirement Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 0123 Total assets ($B) Participants The Robins & Morton Retirement Savings Plan, Total assets ($B): 0.186313325 · Participants: 1282The Robins & Morton Retirement Savings PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
The Robins & Morton Retirement Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare The Robins & Morton Retirement Savings Plan side-by-side with 3 peers →

The Robins & Morton Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Chenmed, LLC 401(k) Plan in FL ($186M); by covered participants it is 403(b) Plan for Employees of Lutheran Social Services of Illinois in IL (1,282 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($186M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,282 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 Robins & Morton Retirement Savings Plan assets move in 2023? ▼
The Robins & Morton Retirement Savings Plan grew sharply - up 23.3% during 2023, from $151M to $186M. Reported net income was $35M.
How have Robins & Morton plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robins & Morton's sponsor-wide assets grew 46.7%, from $151M to $222M.
Where does The Robins & Morton Retirement Savings Plan rank by assets among Form 5500 filers? ▼
The Robins & Morton Retirement Savings Plan ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to The Robins & Morton Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chenmed, LLC 401(k) Plan in FL ($186M, 5,566 participants).
Which 401(k) plans cover a similar participant headcount to The Robins & Morton Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 403(b) Plan for Employees of Lutheran Social Services of Illinois in IL (1,282 participants, $23M 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 631076743.

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.