ESOP · DOL Form 5500 · 2024

First Robinson Financial Corporation ESOP

Data updated 2026-08-25

$3M
Total assets Small plan by assets
63
Participants Small participant base
34th
Percentile by assets National rank
$49,156
Avg per participant Low balance/head
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Official DOL plan name: First Robinson Financial Corporation Employee Stock Ownership Plan · Sponsored by First Robinson Financial Corporation · Illinois · Management of Enterprises

$3M in assets, 63 participants

First Robinson Financial Corporation's First Robinson Financial Corporation Employee Stock Ownership Plan reported $3M in total assets and 63 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #262 in Management of Enterprises (1,133 peers)

2024 asset change

First Robinson Financial Corporation Employee Stock Ownership Plan grew sharply 27.4% in 2024 ($2M → $3M) for 63 participants.

#262
in Management of Enterprises (1,133 peers)
+27.4%
assets growth YoY

First Robinson Financial Corporation Employee Stock Ownership Plan's mid-pack asset rank among Management of Enterprises and all filers

First Robinson Financial Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$3,096,817 34th percentile higher than 34% 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

First Robinson Financial Corporation Employee Stock Ownership 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. First Robinson Financial Corporation Employee Stock Ownership Plan is a small filing (63 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • First Robinson Financial Corporation Employee Stock Ownership Plan reported net income rose from -$770K in the plan year 2023 filing to $666K in the plan year 2024 filing.
  • First Robinson Financial Corporation Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • First Robinson Financial Corporation Employee Stock Ownership Plan reported participants fell from 68 in the plan year 2023 filing to 63 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 364145294 · First Robinson Financial Corporation PY 2024 · ESOP

First Robinson Financial Corporation Employee Stock Ownership Plan · $3M · 63 · 34th

  • PART $3M
  • PART 63
  • PART 34th
  • PART ESOP
  • PART near Wilson Iron Works Employee Stock Ownership Plan
  • PART ind #262

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 Illinois →

First Robinson Financial Corporation Employee Stock Ownership Plan in the asset neighbourhood

Qa Technology Company, Inc. Employee Stock Ownership PlanQa Technology Company, Inc. …$3MFirst Robinson Financial Corporation Employee Stock Ownership PlanFirst Robinson Financial Cor…$3MWilson Iron Works Employee Stock Ownership PlanWilson Iron Works Employee S…$3MThe People Business Employee Stock Ownership PlanThe People Business Employee…$3MAuto Wheel & Rim Service Co., Inc.Auto Wheel & Rim Service Co.…$3M
End-of-year total assets ($M) among First Robinson Financial Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

First Robinson Financial Corporation years around the 2024 move

Sponsor-wide plan assets over time

All First Robinson Financial Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$3M 3.2446361961428667% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M 202220232024 $3.2M $3.1M ▼ -3.1%
Year Plans Participants Total Assets
2022 1 76 $3M
2023 1 68 $2M
2024 1 63 $3M

2024 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$666K
Employer EIN364145294
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Illinois

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

First Robinson Financial Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants Scatter plot of 6 data points. -50000500010000 -101234 Total assets ($B) Participants First Robinson Financial Corporation Employee Stock Ownership Plan, Total assets ($B): 0.003096817 · Participants: 63First Robinson Financial Corporation Employee Stock Ownership PlanAmsted Industries Incorporated Employees' Stock Ownership Plan, Total assets ($B): 3.699095694 · Participants: 4909Amsted Industries Incorporated Employees' Stock Ownership PlanKehe Distributors, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.165348047 · Participants: 4815Kehe Distributors, Inc. Employee Stock Ownership PlanScot Forge Company Employee Stock Ownership Plan, Total assets ($B): 1.429776889 · Participants: 491Scot Forge Company Employee Stock Ownership PlanBdo USA Employee Stock Ownership Plan, Total assets ($B): 1.0622005 · Participants: 9258Bdo USA Employee Stock Ownership PlanShorr Paper Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.430213996 · Participants: 543Shorr Paper Products, Inc. Employee Stock Ownership Plan
First Robinson Financial Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Illinois, assets vs. participants
Compare First Robinson Financial Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

First Robinson Financial Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Illinois, the nearest ESOP by assets is Wilson Iron Works Employee Stock Ownership Plan in IN ($3M); by covered participants it is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (63 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (63 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 First Robinson Financial Corporation Employee Stock Ownership Plan assets move in 2024? ▼
First Robinson Financial Corporation Employee Stock Ownership Plan grew sharply - up 27.4% during 2024, from $2M to $3M. Reported net income was $666K.
How have First Robinson Financial Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), First Robinson Financial Corporation's sponsor-wide assets declined 3.2%, from $3M to $3M.
Which ESOP plans are similar in size to First Robinson Financial Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Wilson Iron Works Employee Stock Ownership Plan in IN ($3M, 23 participants).
Which ESOP plans cover a similar participant headcount to First Robinson Financial Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Wheeler Services, Inc. Employee Stock Ownership Plan in GA (63 participants, $27M 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 364145294.

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.