Profit Sharing · DOL Form 5500 · 2023

Robin Hood Foundation Profit Sharing Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
114
Participants Small participant base
76th
Percentile by assets National rank
$213,596
Avg per participant Above avg balance/head
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Official DOL plan name: Robin Hood 401(a) Employer Contribution Plan · Sponsored by Robin Hood Foundation · New York · Other Services

$24M in assets, 114 participants

Robin Hood Foundation's Robin Hood 401(a) Employer Contribution Plan reported $24M in total assets and 114 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #6,869 in Other Services (7,857 peers)

Coverage in New York

Robin Hood 401(a) Employer Contribution Plan covers 114 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $24M.

#6,869
in Other Services (7,857 peers)
+16.6%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Robin Hood 401(a) Employer Contribution Plan's outsized position by total assets

Robin Hood 401(a) Employer Contribution Plan vs every filed plan by assets

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

$24,349,927 Top 24% higher than 76% 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

Robin Hood 401(a) Employer Contribution 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. Robin Hood 401(a) Employer Contribution Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robin Hood 401(a) Employer Contribution Plan reported net income rose from -$4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Robin Hood 401(a) Employer Contribution Plan end-of-year assets rose from $21M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Robin Hood 401(a) Employer Contribution Plan reported participants fell from 118 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 133441066 · Robin Hood Foundation PY 2023 · Profit Sharing

Robin Hood 401(a) Employer Contribution Plan · $24M · 114 · 76th

  • EBSA $24M
  • PART 114
  • TYPE 76th
  • NET Profit Sharing
  • BOOK near Maine Dartmouth Family Medicine Residency 403(b) Plan
  • VS-ST ind #6869

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 Other Services retirement plans → · Plans in New York →

Robin Hood 401(a) Employer Contribution Plan in the asset neighbourhood

Robin Hood 401(a) Employer Contribution PlanRobin Hood 401(a) Employer C…$24MMaine Dartmouth Family Medicine Residency 403(b) PlanMaine Dartmouth Family Medic…$24MWestern Mutual Insurance Company Profit Sharing / 401(k) PlanWestern Mutual Insurance Com…$24MFarrell Calhoun, Inc. Retirement PlanFarrell Calhoun, Inc. Retire…$24MColumbia Memorial Hospital Tsa/Thrift Plan and TrustColumbia Memorial Hospital T…$24M
End-of-year total assets ($M) among Robin Hood 401(a) Employer Contribution Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN133441066
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robin Hood Foundation)

Sponsor-wide plan assets over time

All Robin Hood Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$49M 20.08118572549771% vs 2022
2024 filing year
$20M$30M$40M$50M$60M 202220232024 $40.5M $48.6M ▲ +20.1%
Year Plans Participants Total Assets
2022 2 245 $40M
2023 1 114 $24M
2024 2 221 $49M

Nearby Profit Sharing Plans in New York

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

Robin Hood 401(a) Employer Contribution Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Robin Hood 401(a) Employer Contribution Plan, Total assets ($B): 0.024349927 · Participants: 114Robin Hood 401(a) Employer Contribution PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Robin Hood 401(a) Employer Contribution Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Robin Hood 401(a) Employer Contribution Plan side-by-side with 3 peers →

Robin Hood 401(a) Employer Contribution Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is Maine Dartmouth Family Medicine Residency 403(b) Plan in ME ($24M); by covered participants it is The Contractors Retirement Plan in AK (114 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Robin Hood 401(a) Employer Contribution Plan assets move in 2023? ▼
Robin Hood 401(a) Employer Contribution Plan grew sharply - up 16.6% during 2023, from $21M to $24M. Reported net income was $3M.
How have Robin Hood Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robin Hood Foundation's sponsor-wide assets grew 20.1%, from $40M to $49M.
Where does Robin Hood 401(a) Employer Contribution Plan rank by assets among Form 5500 filers? ▼
Robin Hood 401(a) Employer Contribution Plan ranks in the 76th 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 Profit Sharing plans are similar in size to Robin Hood 401(a) Employer Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Maine Dartmouth Family Medicine Residency 403(b) Plan in ME ($24M, 118 participants).
Which Profit Sharing plans cover a similar participant headcount to Robin Hood 401(a) Employer Contribution Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is The Contractors Retirement Plan in AK (114 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 133441066.

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.