ESOP · DOL Form 5500 · 2023

Roberts Hawaii, Inc ESOP

Data updated 2026-08-25

$128M
Total assets Near avg plan size
1,144
Participants Near avg headcount
93rd
Percentile by assets National rank
$112,171
Avg per participant Below avg balance/head
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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.

  • #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.

#3,056
in Transportation & Warehousing (3,362 peers)
+17.7%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Roberts Hawaii, Inc. Employee Stock Ownership Plan's outsized position by total assets

Roberts Hawaii, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$128,324,178 Top 7% higher than 93% 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

Roberts Hawaii, Inc. Employee Stock Ownership 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. Roberts Hawaii, Inc. Employee Stock Ownership Plan lands in the large band (1,144 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 990185478 · Roberts Hawaii, Inc PY 2023 · ESOP

Roberts Hawaii, Inc. Employee Stock Ownership Plan · $128M · 1,144 · 93rd

  • BOY $128M
  • SCH 1,144
  • EBSA 93rd
  • PART ESOP
  • TYPE near Burke, Inc. Employee Stock Ownership Plan
  • NET ind #3056

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 What is an ESOP? → · Plans in Hawaii →

Roberts Hawaii, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Shine516, Inc. Employee Stock Ownership PlanShine516, Inc. Employee Stoc…$129MBurke, Inc. Employee Stock Ownership PlanBurke, Inc. Employee Stock O…$128MRoberts Hawaii, Inc. Employee Stock Ownership PlanRoberts Hawaii, Inc. Employe…$128MEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and SubEmployee Stock Ownership Pla…$127MGray, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ow…$127M
End-of-year total assets ($M) among Roberts Hawaii, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Hawaii filing particulars

Total Assets (Beginning of Year)$109M
Net Assets (End of Year)$118M
Net Income$20M
Employer EIN990185478
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roberts Hawaii, Inc)

Sponsor-wide plan assets over time

All Roberts Hawaii, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$162M 20.760767315588176% vs 2022
2024 filing year
$130M$140M$150M$160M$170M 202220232024 $134M $162M ▲ +20.8%
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 Scatter plot of 6 data points. 050010001500 6080100120140 Total assets ($M) Participants Roberts Hawaii, Inc. Employee Stock Ownership Plan, Total assets ($M): 128.324178 · Participants: 1144Roberts Hawaii, Inc. Employee Stock Ownership PlanGpf Life and Health Benefits Co. Employee Stock Ownership Plan, Total assets ($M): 128.158632 · Participants: 102Gpf Life and Health Benefits Co. Employee Stock Ownership PlanBowers & Kubota Consulting, Inc. ESOP, Total assets ($M): 124.005968 · Participants: 258Bowers & Kubota Consulting, Inc. ESOPR. M. Towill Corporation Employee Stock Ownership Plan, Total assets ($M): 116.46544 · Participants: 96R. M. Towill Corporation Employee Stock Ownership PlanHpm Building Supply Employee Stock Ownership Plan, Total assets ($M): 99.513108 · Participants: 381Hpm Building Supply Employee Stock Ownership PlanAlbert C. Kobayashi, Inc. Employee Stock Ownership Plan, Total assets ($M): 81.605706 · Participants: 98Albert C. Kobayashi, Inc. Employee Stock Ownership Plan
Roberts Hawaii, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Hawaii, assets vs. participants
Compare Roberts Hawaii, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Roberts Hawaii, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Hawaii, the nearest ESOP by assets is Burke, Inc. Employee Stock Ownership Plan in OH ($128M); by covered participants it is All American Quality Foods Inc Employee Stock Ownership Plan in GA (1,141 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,144 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 Roberts Hawaii, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Roberts Hawaii, Inc. Employee Stock Ownership Plan grew sharply - up 17.7% during 2023, from $109M to $128M. Reported net income was $20M.
How have Roberts Hawaii, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberts Hawaii, Inc's sponsor-wide assets grew 20.8%, from $134M to $162M.
Where does Roberts Hawaii, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Roberts Hawaii, Inc. Employee Stock Ownership Plan ranks in the 93rd 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 ESOP plans are similar in size to Roberts Hawaii, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Burke, Inc. Employee Stock Ownership Plan in OH ($128M, 346 participants).
Which ESOP plans cover a similar participant headcount to Roberts Hawaii, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is All American Quality Foods Inc Employee Stock Ownership Plan in GA (1,141 participants, $109M 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 990185478.

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.