ESOP · DOL Form 5500 · 2023
Roberts Hawaii, Inc ESOP
Data updated 2026-08-11
- $128M
- Total assets
- 1,144
- Participants
- 93rd
- Percentile by assets
- $112,171
- Avg per participant
Official DOL plan name: Roberts Hawaii, Inc. Employee Stock Ownership Plan · Sponsored by Roberts Hawaii, Inc · Hawaii · Transportation & Warehousing
$128M in assets, 1,144 participants
Roberts Hawaii, Inc's Roberts Hawaii, Inc. Employee Stock Ownership Plan reported $128M in total assets and 1,144 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 127,072 plans)
- #3,056 in Transportation & Warehousing (3,362 peers)
Coverage in Hawaii
Roberts Hawaii, Inc. Employee Stock Ownership Plan covers 1,144 participants in Hawaii, 3.0x the typical Hawaii plan (state average ~380 per filing). Assets: $128M.
- $128M
- total plan assets (2023 EOY)
- 1,144
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $112,171
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Roberts Hawaii, Inc. Employee Stock Ownership Plan reported net income rose from -$8M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Roberts Hawaii, Inc. Employee Stock Ownership Plan reported participants fell from 1,734 in the plan year 2022 filing to 1,144 in the plan year 2023 filing.
- Roberts Hawaii, Inc. Employee Stock Ownership Plan end-of-year assets rose from $109M in the plan year 2022 filing to $128M in the plan year 2023 filing.
Participants vs Hawaii filers
In Hawaii, the average filing covers about 380 participants across 517 plans. Roberts Hawaii, Inc. Employee Stock Ownership Plan reports 1,144 participants - 3.0x that state average ($128M EOY assets).
Hawaii filing particulars
| Total Assets (Beginning of Year) | $109M |
|---|---|
| Net Assets (End of Year) | $118M |
| Net Income | $20M |
| Employer EIN | 990185478 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roberts Hawaii, Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,311 | $134M |
| 2023 | 2 | 2,350 | $156M |
| 2024 | 2 | 2,246 | $162M |
Nearby ESOP Plans in Hawaii
Peer ESOP plans, same state, same plan type, ranked by total assets.
Roberts Hawaii, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
- Gpf Life and Health Benefits Co. Employee Stock Ownership Plan $128M · 102
- Bowers & Kubota Consulting, Inc. ESOP $124M · 258
- R. M. Towill Corporation Employee Stock Ownership Plan $116M · 96
- Hpm Building Supply Employee Stock Ownership Plan $100M · 381
- Albert C. Kobayashi, Inc. Employee Stock Ownership Plan $82M · 98
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Roberts Hawaii, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Filing takeaways
Ways to act on Roberts Hawaii, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, Roberts Hawaii, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Hawaii. Compare plans
- Roberts Hawaii, Inc's sponsor-wide assets have grown 20.8% since 2022 across 3 plan years on file. More Transportation & Warehousing plans