401(k) · DOL Form 5500 · 2023

Robertson Marketing Group, Inc. 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
156
Participants Small participant base
55th
Percentile by assets National rank
$55,418
Avg per participant Low balance/head
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Official DOL plan name: Robertson Marketing Group, Inc. Savings Plan · Sponsored by Robertson Marketing Group, Inc. · Virginia · Professional & Technical Services

$9M in assets, 156 participants

Robertson Marketing Group, Inc.'s Robertson Marketing Group, Inc. Savings Plan reported $9M in total assets and 156 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #10,963 in Professional & Technical Services (20,321 peers)

Coverage in Virginia

Robertson Marketing Group, Inc. Savings Plan covers 156 participants in Virginia, about 20% of the average Virginia filer (state average ~782 per filing). Assets: $9M.

#10,963
in Professional & Technical Services (20,321 peers)
+23.6%
assets growth YoY

Robertson Marketing Group, Inc. Savings Plan's mid-pack asset rank among Professional & Technical Services and all filers

Robertson Marketing Group, Inc. Savings Plan vs every filed plan by assets

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

$8,645,180 Top 45% higher than 55% 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

Robertson Marketing Group, Inc. Savings 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. Robertson Marketing Group, Inc. Savings Plan sits mid-pack in the medium band (156 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robertson Marketing Group, Inc. Savings Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Robertson Marketing Group, Inc. Savings Plan reported participants rose from 121 in the plan year 2022 filing to 156 in the plan year 2023 filing.
  • Robertson Marketing Group, Inc. Savings Plan end-of-year assets rose from $7M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 541120799 · Robertson Marketing Group, Inc. PY 2023 · 401(k)

Robertson Marketing Group, Inc. Savings Plan · $9M · 156 · 55th

  • NET $9M
  • BOOK 156
  • VS-ST 55th
  • BOY 401(k)
  • SCH near Pediatric Cardiology Medical Associates of Southern California 401(k) Profit Sharing Plan
  • EBSA ind #10963

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 Virginia →

Robertson Marketing Group, Inc. Savings Plan in the asset neighbourhood

Robertson Marketing Group, Inc. Savings PlanRobertson Marketing Group, I…$9MPediatric Cardiology Medical Associates of Southern California 401(k) Profit Sharing PlanPediatric Cardiology Medical…$9MWorldone 401(k) Plan$9MFoundation for National Progress Employees' Retirement PlanFoundation for National Prog…$9MLinks Healthcare Group LLC 401(k) Profit Sharing Plan & TrustLinks Healthcare Group LLC 4…$9M
End-of-year total assets ($M) among Robertson Marketing Group, Inc. Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Virginia filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$9M
Net Income$2M
Employer EIN541120799
Plan Effective Date1980-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robertson Marketing Group, Inc.)

Sponsor-wide plan assets over time

All Robertson Marketing Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$9M 31.758541930814037% vs 2022
2024 filing year
$6M$7M$8M$9M$10M 202220232024 $6.99M $9.21M ▲ +31.8%
Year Plans Participants Total Assets
2022 1 121 $7M
2023 1 156 $9M
2024 1 155 $9M

Nearby 401(k) Plans in Virginia

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

Robertson Marketing Group, Inc. Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants Robertson Marketing Group, Inc. Savings Plan, Total assets ($B): 0.00864518 · Participants: 156Robertson Marketing Group, Inc. Savings PlanNorthrop Grumman Savings Plan, Total assets ($B): 36.173098625 · Participants: 97987Northrop Grumman Savings Plan401(k) Pension Plan, Total assets ($B): 14.97867624 · Participants: 62467401(k) Pension PlanGeneral Dynamics Corporation 401(k) Plan 6.0, Total assets ($B): 11.167449098 · Participants: 48860General Dynamics Corporation 401(k) Plan 6.0Leidos, Inc. Retirement Plan, Total assets ($B): 10.583898778 · Participants: 27043Leidos, Inc. Retirement PlanBae Systems Employees' Savings and Investment Plan, Total assets ($B): 9.406287325 · Participants: 31681Bae Systems Employees' Savings and Investment Plan
Robertson Marketing Group, Inc. Savings Plan vs. nearby 401(k) plans in Virginia, assets vs. participants
Compare Robertson Marketing Group, Inc. Savings Plan side-by-side with 3 peers →

Robertson Marketing Group, Inc. Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Virginia, the nearest 401(k) by assets is Pediatric Cardiology Medical Associates of Southern California 401(k) Profit Sharing Plan in CA ($9M); by covered participants it is Motivating Graphics 401(k) Retirement Plan in TX (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Robertson Marketing Group, Inc. Savings Plan assets move in 2023? ▼
Robertson Marketing Group, Inc. Savings Plan grew sharply - up 23.6% during 2023, from $7M to $9M. Reported net income was $2M.
How have Robertson Marketing Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robertson Marketing Group, Inc.'s sponsor-wide assets grew 31.8%, from $7M to $9M.
Which 401(k) plans are similar in size to Robertson Marketing Group, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pediatric Cardiology Medical Associates of Southern California 401(k) Profit Sharing Plan in CA ($9M, 12 participants).
Which 401(k) plans cover a similar participant headcount to Robertson Marketing Group, Inc. Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Motivating Graphics 401(k) Retirement Plan in TX (156 participants, $1M 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 541120799.

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.