Defined Benefit (Pension) · DOL Form 5500 · 2023

Terry Roberts Site Work, Inc. Pension Plan

Data updated 2026-08-25

$856K
Total assets Small plan by assets
8
Participants Small participant base
22nd
Percentile by assets National rank
$106,947
Avg per participant Below avg balance/head
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Official DOL plan name: Terry Roberts Site Work, Inc. Cash Balance Plan · Sponsored by Terry Roberts Site Work, Inc. · Florida · Construction

$856K in assets, 8 participants

Terry Roberts Site Work, Inc.'s Terry Roberts Site Work, Inc. Cash Balance Plan reported $856K in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 22nd 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.

  • #1,843 in Construction (9,030 peers)

What the 2023 filing shows

Terry Roberts Site Work, Inc. Cash Balance Plan holds $856K for 8 participants - about $106,947 per participant, among the smaller plans by assets on file.

#1,843
in Construction (9,030 peers)
-2.2%
assets change YoY

The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Terry Roberts Site Work, Inc. Cash Balance Plan among the smaller filed plans by assets

Terry Roberts Site Work, Inc. Cash Balance Plan vs every filed plan by assets

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

$855,576 22nd percentile higher than 22% 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

Terry Roberts Site Work, Inc. Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Terry Roberts Site Work, Inc. Cash Balance Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Terry Roberts Site Work, Inc. Cash Balance Plan reported net income fell from $380K in the plan year 2022 filing to -$19K in the plan year 2023 filing.
  • Terry Roberts Site Work, Inc. Cash Balance Plan end-of-year assets fell from $875K in the plan year 2022 filing to $856K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 431953719 · Terry Roberts Site Work, Inc. PY 2023 · Defined Benefit (Pension)

Terry Roberts Site Work, Inc. Cash Balance Plan · $856K · 8 · 22nd

  • 5500 $856K
  • ASSETS 8
  • PCT 22nd
  • EIN Defined Benefit (Pension)
  • RANK near Bridgeport Trading Inc. Defined Benefit Plan
  • PHOTO ind #1843

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 Construction retirement plans → · Plans in Florida →

Terry Roberts Site Work, Inc. Cash Balance Plan in the asset neighbourhood

Terry Roberts Site Work, Inc. Cash Balance PlanTerry Roberts Site Work, Inc…$856KBridgeport Trading Inc. Defined Benefit PlanBridgeport Trading Inc. Defi…$856KTim Allen Enterprise, Inc. Cash Balance PlanTim Allen Enterprise, Inc. C…$856KLaser Esthetica a Medical Corporation Defined Benefit Pension PlanLaser Esthetica a Medical Co…$857KFuture Industrial Technologies, Inc. Defined Benefit Pension PlanFuture Industrial Technologi…$858K
End-of-year total assets ($M) among Terry Roberts Site Work, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$875K
Net Assets (End of Year)$856K
Net Income-$19K
Employer EIN431953719
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Terry Roberts Site Work, Inc.)

Sponsor-wide plan assets over time

All Terry Roberts Site Work, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2024 filing year
$0M$0.5M$1M 202220232024 $0.87M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 8 $875K
2023 1 8 $856K
2024 1 8 N/A

Nearby Defined Benefit (Pension) Plans in Florida

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Terry Roberts Site Work, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20246810 Total assets ($B) Participants Terry Roberts Site Work, Inc. Cash Balance Plan, Total assets ($B): 0.000855576 · Participants: 8Terry Roberts Site Work, Inc. Cash Balance PlanL3harris Technologies Consolidated Pension Plan, Total assets ($B): 7.749240033 · Participants: 4676L3harris Technologies Consolidated Pension PlanNextera Energy, Inc. Employee Pension Plan, Total assets ($B): 5.124263985 · Participants: 13121Nextera Energy, Inc. Employee Pension PlanCsx Pension Plan, Total assets ($B): 2.367781795 · Participants: 2446Csx Pension PlanRetirement Accumulation Plan for Partners of Pwc, Total assets ($B): 2.24071421 · Participants: 3967Retirement Accumulation Plan for Partners of PwcRetirement Benefit Accumulation Plan for Employees of Pwc, Total assets ($B): 1.916753026 · Participants: 5514Retirement Benefit Accumulation Plan for Employees of Pwc
Terry Roberts Site Work, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Florida, assets vs. participants
Compare Terry Roberts Site Work, Inc. Cash Balance Plan side-by-side with 3 peers →

Terry Roberts Site Work, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Florida, the nearest Defined Benefit (Pension) by assets is Bridgeport Trading Inc. Defined Benefit Plan in NY ($856K); by covered participants it is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Terry Roberts Site Work, Inc. Cash Balance Plan assets move in 2023? ▼
Terry Roberts Site Work, Inc. Cash Balance Plan edged down modestly - down 2.2% during 2023, from $875K to $856K. Reported net income was -$19K.
Where does Terry Roberts Site Work, Inc. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Terry Roberts Site Work, Inc. Cash Balance Plan ranks in the 22nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Terry Roberts Site Work, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Bridgeport Trading Inc. Defined Benefit Plan in NY ($856K, 2 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Terry Roberts Site Work, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is R. Ward & Associates, Inc. Cash Balance Plan in MO (8 participants, $992K 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 431953719.

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.