ESOP · DOL Form 5500 · 2023
Robinson, Inc. ESOP
Data updated 2026-08-25
- $149M
- Total assets Near avg plan size
- 444
- Participants Below avg headcount
- 93rd
- Percentile by assets National rank
- $335,621
- Avg per participant High balance/head
Official DOL plan name: Robinson Inc. ESOP Plan & Trust · Sponsored by Robinson, Inc. · Wisconsin · Manufacturing
$149M in assets, 444 participants
Robinson, Inc.'s Robinson Inc. ESOP Plan & Trust reported $149M in total assets and 444 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.
- #16,859 in Manufacturing (18,722 peers)
Where Robinson Inc. ESOP Plan & Trust sits by assets
Robinson Inc. ESOP Plan & Trust sits in the top 10% of all filed plans by assets, $149M for 444 participants (~$335,621/participant), up 747.4% in 2023.
- #16,859
- in Manufacturing (18,722 peers)
- +747.4%
- assets growth YoY
- 1.5×
- vs typical plan assets (national mean)
Robinson Inc. ESOP Plan & Trust's outsized position by total assets
Robinson Inc. ESOP Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$149,015,567 Top 7% higher than 93% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Robinson Inc. ESOP Plan & Trust 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. Robinson Inc. ESOP Plan & Trust sits mid-pack in the medium band (444 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Robinson Inc. ESOP Plan & Trust end-of-year assets rose from $18M in the plan year 2022 filing to $149M in the plan year 2023 filing.
- Robinson Inc. ESOP Plan & Trust reported net income rose from -$48M in the plan year 2022 filing to $132M in the plan year 2023 filing.
- Robinson Inc. ESOP Plan & Trust reported participants fell from 558 in the plan year 2022 filing to 444 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 391212475 · Robinson, Inc. PY 2023 · ESOP
Robinson Inc. ESOP Plan & Trust · $149M · 444 · 93rd
- NET $149M
- NET 444
- NET 93rd
- NET ESOP
- NET near D.a. Davidson Companies Employee Stock Ownership Plan
- NET ind #16859
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 Wisconsin →
Robinson Inc. ESOP Plan & Trust in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $84M |
| Net Income | $132M |
| Employer EIN | 391212475 |
| Plan Effective Date | 2022-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Robinson, Inc.)
Sponsor-wide plan assets over time
All Robinson, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $334M 562.2251817191482% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,105 | $50M |
| 2023 | 2 | 985 | $187M |
| 2024 | 2 | 1,024 | $334M |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
- Ki Employee Stock Ownership Plan $511M · 1,624
- Trachte Building Systems Employee Stock Ownership Plan $331M · 228
- Wausau Supply Company Employee Stock Ownership Plan $315M · 808
Robinson Inc. ESOP Plan & Trust's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is D.a. Davidson Companies Employee Stock Ownership Plan in MT ($150M); by covered participants it is Hercules Industries, Inc. Employee Stock Ownership Plan in CO (444 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($149M here).
- D.a. Davidson Companies Employee Stock Ownership Plan (MT) $150M · 1,474
- Commonwealth Holdings, Inc. Employee Stock Ownership Plan (NE) $148M · 214
- Employee Owned Holdings, Inc. Employee Stock Ownership Plan (TX) $148M · 304
- Wunderlich-Malec Engineering, Inc. Employee Stock Ownership Plan (MN) $151M · 494
Similar participant headcount
Nearest other-state filings by covered participants (444 participants); asset peers above are excluded.
- Hercules Industries, Inc. Employee Stock Ownership Plan (CO) 444 · 0 off
- New River Electrical Corporation Employee Stock Ownership Plan (VA) 444 · 0 off
- Home Bancorp, Inc. Employee Stock Ownership Plan (LA) 443 · 1 off
- Flat Rock Metal and Bar Processing Employee Stock Ownership Plan (MI) 443 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.