Defined Benefit (Pension) · DOL Form 5500 · 2024
Terry Roberts Site Work, Inc. Pension Plan
Data updated 2026-08-25
- N/A
- Total assets —
- 8
- Participants Small participant base
Official DOL plan name: Terry Roberts Site Work, Inc. Cash Balance Plan · Sponsored by Terry Roberts Site Work, Inc. · Florida · Construction
N/A in assets, 8 participants
Terry Roberts Site Work, Inc.'s Terry Roberts Site Work, Inc. Cash Balance Plan reported N/A in total assets and 8 participants in its 2024 DOL Form 5500 filing. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
What the 2024 filing shows
Terry Roberts Site Work, Inc. Cash Balance Plan holds N/A for 8 participants.
- -$856K
- reported net income
The plan reported a net loss of $856K 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 micro filed plans by headcount
Plan-year 2024 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 2023 → plan year 2024
- Terry Roberts Site Work, Inc. Cash Balance Plan reported net income fell from -$19K in the plan year 2023 filing to -$856K in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 431953719 · Terry Roberts Site Work, Inc. PY 2024 · Defined Benefit (Pension)
Terry Roberts Site Work, Inc. Cash Balance Plan · N/A · 8
- ASSETS N/A
- PCT 8
- EIN PY 2024
- RANK Defined Benefit (Pension)
- PHOTO near Feigco Inc Defined Benefit Pension Plan
- IND -$856K
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 →
Filing particulars (2024)
| Total Assets (Beginning of Year) | $856K |
|---|---|
| Net Assets (End of Year) | N/A |
| Net Income | -$856K |
| Employer EIN | 431953719 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING 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
| 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.
- L3harris Technologies Consolidated Pension Plan $7.6B · 4,996
- Nextera Energy, Inc. Employee Pension Plan $5.3B · 14,419
- Retirement Accumulation Plan for Partners of Pwc $2.7B · 3,950
- Csx Pension Plan $2.3B · 2,293
- Retirement Benefit Accumulation Plan for Employees of Pwc $1.9B · 5,001
Terry Roberts Site Work, Inc. Cash Balance Plan's closest out-of-state Defined Benefit (Pension) peers by headcount
Outside Florida, the nearest Defined Benefit (Pension) by covered participants is Feigco Inc Defined Benefit Pension Plan in CA (8 participants; this filing: 8 participants).
Similar participant headcount
Nearest other-state filings by covered participants (8 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.