Profit Sharing · DOL Form 5500 · 2023

Robertson Construction Services, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
100
Participants Small participant base
39th
Percentile by assets National rank
$38,011
Avg per participant Low balance/head
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Official DOL plan name: The Contractors Retirement Plan · Sponsored by Robertson Construction Services, Inc. · Ohio · Construction

$4M in assets, 100 participants

Robertson Construction Services, Inc.'s The Contractors Retirement Plan reported $4M in total assets and 100 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.

  • #3,375 in Construction (9,030 peers)

Coverage in Ohio

The Contractors Retirement Plan covers 100 participants in Ohio, about 13% of the average Ohio filer (state average ~765 per filing). Assets: $4M.

#3,375
in Construction (9,030 peers)
+29.3%
assets growth YoY

The Contractors Retirement Plan's mid-pack asset rank among Construction and all filers

The Contractors Retirement Plan vs every filed plan by assets

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

$3,801,103 39th percentile higher than 39% 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 Contractors Retirement 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. The Contractors Retirement Plan is a small filing (100 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Contractors Retirement Plan reported net income rose from -$209K in the plan year 2022 filing to $860K in the plan year 2023 filing.
  • The Contractors Retirement Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • The Contractors Retirement Plan reported participants rose from 93 in the plan year 2022 filing to 100 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 311502538 · Robertson Construction Services, Inc. PY 2023 · Profit Sharing

The Contractors Retirement Plan · $4M · 100 · 39th

  • TYPE $4M
  • NET 100
  • BOOK 39th
  • VS-ST Profit Sharing
  • BOY near Alex Hecht, D.D.S. Profit Sharing Plan
  • SCH ind #3375

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 Ohio →

The Contractors Retirement Plan in the asset neighbourhood

Stewart G Greisman M.D. Profit Sharing Pension PlanStewart G Greisman M.D. Prof…$4MThe Contractors Retirement PlanThe Contractors Retirement P…$4MAlex Hecht, D.D.S. Profit Sharing PlanAlex Hecht, D.D.S. Profit Sh…$4MWilliam Diamond Development Corporation Profit Sharing Plan & Trust AgreementWilliam Diamond Development …$4MShed Nyc, Inc. 403(b) Plan$4M
End-of-year total assets ($M) among The Contractors Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$860K
Employer EIN311502538
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robertson Construction Services, Inc.)

Sponsor-wide plan assets over time

All Robertson Construction Services, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$7M 30.838108952598596% vs 2022
2024 filing year
$6M$8M$10M$12M$14M 202220232024 $10.2M $7.07M ▼ -30.8%
Year Plans Participants Total Assets
2022 2 269 $10M
2023 2 287 $13M
2024 2 297 $7M

Nearby Profit Sharing Plans in Ohio

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

The Contractors Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants The Contractors Retirement Plan, Total assets ($B): 0.003801103 · Participants: 100The Contractors Retirement PlanCleveland Clinic Investment Pension Plan, Total assets ($B): 1.460661842 · Participants: 48582Cleveland Clinic Investment Pension PlanMasterbrand, Inc. Retirement Savings Plan, Total assets ($B): 0.484719729 · Participants: 7345Masterbrand, Inc. Retirement Savings PlanThe Employer Retirement Savings Plan- Premier Health Partners, Total assets ($B): 0.227674027 · Participants: 11923The Employer Retirement Savings Plan- Premier Health PartnersThree Rivers Annuity Fund, Total assets ($B): 0.199164348 · Participants: 1460Three Rivers Annuity FundHolzer Health System 401a Profit Sharing Plan, Total assets ($B): 0.175394151 · Participants: 1779Holzer Health System 401a Profit Sharing Plan
The Contractors Retirement Plan vs. nearby Profit Sharing plans in Ohio, assets vs. participants
Compare The Contractors Retirement Plan side-by-side with 3 peers →

The Contractors Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Ohio, the nearest Profit Sharing by assets is Alex Hecht, D.D.S. Profit Sharing Plan in NY ($4M); by covered participants it is Nichols Tillage Tools, Inc. Profit Sharing Plan in CO (100 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (100 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 Contractors Retirement Plan assets move in 2023? ▼
The Contractors Retirement Plan grew sharply - up 29.3% during 2023, from $3M to $4M. Reported net income was $860K.
How have Robertson Construction Services, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robertson Construction Services, Inc.'s sponsor-wide assets declined 30.8%, from $10M to $7M.
Which Profit Sharing plans are similar in size to The Contractors Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Alex Hecht, D.D.S. Profit Sharing Plan in NY ($4M, 7 participants).
Which Profit Sharing plans cover a similar participant headcount to The Contractors Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Nichols Tillage Tools, Inc. Profit Sharing Plan in CO (100 participants, $9M 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 311502538.

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.