Profit Sharing · DOL Form 5500 · 2024

The Roberson Company Profit Sharing Plan

Data updated 2026-08-25

$414K
Total assets Small plan by assets
11
Participants Small participant base
16th
Percentile by assets National rank
$37,654
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Roberson Company Retirement Plan · Sponsored by The Roberson Company · Texas · Manufacturing

$414K in assets, 11 participants

The Roberson Company's The Roberson Company Retirement Plan reported $414K in total assets and 11 participants in its 2024 DOL Form 5500 filing, ranking in the 16th 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.

  • #1,103 in Manufacturing (17,777 peers)

The Roberson Company multi-year trail

The Roberson Company's plans moved -36.0% in assets from 2022 to 2024; this filing shows The Roberson Company Retirement Plan at $414K / 11 participants.

#1,103
in Manufacturing (17,777 peers)
-11.1%
assets change YoY

The plan reported a net loss of $52K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Roberson Company Retirement Plan among the smaller filed plans by assets

The Roberson Company Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$414,197 16th percentile higher than 16% of 123,620 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 2024

The Roberson Company Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Roberson Company Retirement Plan is a small filing (11 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Roberson Company Retirement Plan reported net income rose from -$181K in the plan year 2023 filing to -$52K in the plan year 2024 filing.
  • The Roberson Company Retirement Plan reported participants fell from 17 in the plan year 2023 filing to 11 in the plan year 2024 filing.
  • The Roberson Company Retirement Plan end-of-year assets fell from $466K in the plan year 2023 filing to $414K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 822918940 · The Roberson Company PY 2024 · Profit Sharing

The Roberson Company Retirement Plan · $414K · 11 · 16th

  • PHOTO $414K
  • IND 11
  • EOY 16th
  • 5500 Profit Sharing
  • ASSETS near Everything Imagination, Inc. Retirement Plan
  • PCT ind #1103

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 Manufacturing retirement plans → · Plans in Texas →

The Roberson Company Retirement Plan in the asset neighbourhood

The Roberson Company Retirement PlanThe Roberson Company Retirem…$414KEverything Imagination, Inc. Retirement PlanEverything Imagination, Inc.…$414KThe 6 Forks Group Inc. Retirement PlanThe 6 Forks Group Inc. Retir…$414K5ive Ventures Inc. Retirement Plan5ive Ventures Inc. Retiremen…$414KPreferred Flooring & Tile Inc. Retirement PlanPreferred Flooring & Tile In…$414K
End-of-year total assets ($M) among The Roberson Company Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

The Roberson Company multi-year asset trail

Sponsor-wide plan assets over time

All The Roberson Company plans reported in each filing year

Latest sponsor-wide plan assets
$414K 36.00001854189619% vs 2022
2024 filing year
$0.3M$0.4M$0.5M$0.6M$0.7M 202220232024 $0.65M $0.41M ▼ -36.9%
Year Plans Participants Total Assets
2022 1 16 $647K
2023 1 17 $466K
2024 1 11 $414K

The Roberson Company filing trail (2024)

Total Assets (Beginning of Year)$466K
Net Assets (End of Year)$414K
Net Income-$52K
Employer EIN822918940
Plan Effective Date2017-09-25
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Texas

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

The Roberson Company Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -0.500.511.522.5 Total assets ($B) Participants The Roberson Company Retirement Plan, Total assets ($B): 0.000414197 · Participants: 11The Roberson Company Retirement PlanBaylor College of Medicine Retirement Plan, Total assets ($B): 1.952930545 · Participants: 10721Baylor College of Medicine Retirement PlanH-E-B Partner Stock Plan, Total assets ($B): 1.562703741 · Participants: 103962H-E-B Partner Stock PlanThe Defined Contribution Plan of the Methodist Hospital, Total assets ($B): 1.093595117 · Participants: 31848The Defined Contribution Plan of the Methodist HospitalAmerican Heart Association, Inc. Qualified Retirement Plan, Total assets ($B): 0.514449309 · Participants: 3779American Heart Association, Inc. Qualified Retirement PlanHaynes and Boone Investment Directed Profit Sharing Plan, Total assets ($B): 0.309725264 · Participants: 1069Haynes and Boone Investment Directed Profit Sharing Plan
The Roberson Company Retirement Plan vs. nearby Profit Sharing plans in Texas, assets vs. participants
Compare The Roberson Company Retirement Plan side-by-side with 3 peers →

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

Outside Texas, the nearest Profit Sharing by assets is Everything Imagination, Inc. Retirement Plan in CT ($414K); by covered participants it is Capital Craftsmen, Inc. Profit Sharing Plan in NY (11 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Roberson Company Retirement Plan assets move in 2024? ▼
The Roberson Company Retirement Plan pulled back noticeably - down 11.1% during 2024, from $466K to $414K. Reported net income was -$52K.
How have The Roberson Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Roberson Company's sponsor-wide assets declined 36.0%, from $647K to $414K.
Where does The Roberson Company Retirement Plan rank by assets among Form 5500 filers? ▼
The Roberson Company Retirement Plan ranks in the 16th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to The Roberson Company Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Everything Imagination, Inc. Retirement Plan in CT ($414K, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to The Roberson Company Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Capital Craftsmen, Inc. Profit Sharing Plan in NY (11 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 822918940.

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.