401(k) · DOL Form 5500 · 2023

The John Roberts Company 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
202
Participants Below avg headcount
82nd
Percentile by assets National rank
$185,305
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The John Roberts Company Profit Sharing Plan · Sponsored by The John Roberts Company · Minnesota · Information & Media

$37M in assets, 202 participants

The John Roberts Company's The John Roberts Company Profit Sharing Plan reported $37M in total assets and 202 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #2,129 in Information & Media (2,818 peers)

Coverage in Minnesota

The John Roberts Company Profit Sharing Plan covers 202 participants in Minnesota, about 18% of the average Minnesota filer (state average ~1,126 per filing). Assets: $37M.

#2,129
in Information & Media (2,818 peers)
+14.6%
assets growth YoY
0.4×
vs typical plan assets (national mean)

The John Roberts Company Profit Sharing Plan's outsized position by total assets

The John Roberts Company Profit Sharing Plan vs every filed plan by assets

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

$37,431,668 Top 18% higher than 82% 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 John Roberts Company Profit Sharing 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. The John Roberts Company Profit Sharing Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The John Roberts Company Profit Sharing Plan reported net income rose from $705K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • The John Roberts Company Profit Sharing Plan reported participants fell from 243 in the plan year 2022 filing to 202 in the plan year 2023 filing.
  • The John Roberts Company Profit Sharing Plan end-of-year assets rose from $33M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 410763427 · The John Roberts Company PY 2023 · 401(k)

The John Roberts Company Profit Sharing Plan · $37M · 202 · 82nd

  • IND $37M
  • EOY 202
  • 5500 82nd
  • ASSETS 401(k)
  • PCT near Allied Printing Services, Incorporated 401(k) Retirement Savings Plan
  • EIN ind #2129

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 Information & Media retirement plans → · Plans in Minnesota →

The John Roberts Company Profit Sharing Plan in the asset neighbourhood

Valley Home Care, Inc. 401(k) Savings PlanValley Home Care, Inc. 401(k…$37MThe John Roberts Company Profit Sharing PlanThe John Roberts Company Pro…$37MAllied Printing Services, Incorporated 401(k) Retirement Savings PlanAllied Printing Services, In…$37MCementation USA, Inc. 401(k) PlanCementation USA, Inc. 401(k)…$37MBirmingham Hematology & Oncology Associates, LLC 401(k) PlanBirmingham Hematology & Onco…$37M
End-of-year total assets ($M) among The John Roberts Company Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$33M
Net Assets (End of Year)$37M
Net Income$5M
Employer EIN410763427
Plan Effective Date1959-07-15
Filing StatusFILING RECEIVED

Sponsor Plan History (The John Roberts Company)

Sponsor-wide plan assets over time

All The John Roberts Company plans reported in each filing year

Latest sponsor-wide plan assets
$40M 23.044439615087605% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $32.7M $40.2M ▲ +23.1%
Year Plans Participants Total Assets
2022 1 243 $33M
2023 1 202 $37M
2024 1 201 $40M

Nearby 401(k) Plans in Minnesota

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

The John Roberts Company Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants The John Roberts Company Profit Sharing Plan, Total assets ($B): 0.037431668 · Participants: 202The John Roberts Company Profit Sharing PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
The John Roberts Company Profit Sharing Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare The John Roberts Company Profit Sharing Plan side-by-side with 3 peers →

The John Roberts Company Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Allied Printing Services, Incorporated 401(k) Retirement Savings Plan in CT ($37M); by covered participants it is Advantage Engineers, LLC 401(k) Plan in MD (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 John Roberts Company Profit Sharing Plan assets move in 2023? ▼
The John Roberts Company Profit Sharing Plan grew at a solid clip - up 14.6% during 2023, from $33M to $37M. Reported net income was $5M.
How have The John Roberts Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The John Roberts Company's sponsor-wide assets grew 23.0%, from $33M to $40M.
Where does The John Roberts Company Profit Sharing Plan rank by assets among Form 5500 filers? ▼
The John Roberts Company Profit Sharing Plan ranks in the 82nd 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 401(k) plans are similar in size to The John Roberts Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allied Printing Services, Incorporated 401(k) Retirement Savings Plan in CT ($37M, 364 participants).
Which 401(k) plans cover a similar participant headcount to The John Roberts Company Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Advantage Engineers, LLC 401(k) Plan in MD (202 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 410763427.

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.