Profit Sharing · DOL Form 5500 · 2024
Gail Roberts Re, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $3M
- Total assets
- 2
- Participants
- 36th
- Percentile by assets
- $1.7M
- Avg per participant
Official DOL plan name: Gail Roberts Profit Sharing Plan · Sponsored by Gail Roberts Re, Inc. · Massachusetts · Real Estate
$3M in assets, 2 participants
Gail Roberts Re, Inc.'s Gail Roberts Profit Sharing Plan reported $3M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.
- 36th percentile by assets (of 123,622 plans)
- #2,575 in Real Estate (4,605 peers)
Real Estate sector rank
Within Real Estate, Gail Roberts Profit Sharing Plan ranks #2,575 of 4,605 2024 filers by assets (748% of the sector average)-$3M for 2 participants.
- $3M
- total plan assets (2024 EOY)
- 2
- covered participants
- 36th
- percentile by assets (of 123,622 plans)
- $1.7M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Gail Roberts Profit Sharing Plan reported net income fell from $536K in the plan year 2023 filing to $275K in the plan year 2024 filing.
- Gail Roberts Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
Rank #2,575 in Real Estate
Among 4,605 Real Estate plans that filed a Form 5500 for plan year 2024, Gail Roberts Profit Sharing Plan ranks #2,575 by end-of-year assets - about 748% of the sector average of $26M. Nationally it sits in the 36th percentile, a stronger position within its industry than across all filers.
Real Estate filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | $275K |
| Employer EIN | 854371376 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Gail Roberts Re, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $3M |
| 2023 | 1 | 2 | $3M |
| 2024 | 1 | 2 | $3M |
Nearby Profit Sharing Plans in Massachusetts
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
Gail Roberts Profit Sharing Plan vs. nearby Profit Sharing plans in Massachusetts, assets vs. participants
- Consolidated 403(b) Program of Mass General Brigham and Member Organizations $16.7B · 76,559
- Demoulas (Restated) Profit Sharing Plan & Trust $1.1B · 14,037
- Dana-Farber Cancer Institute Retirement Plan $930M · 5,518
- The Boston Consulting Group, Inc. Employees' Profit Sharing Retirement Fund $686M · 6,385
- Sheet Metal Workers Local 17 Annuity Income Fund $656M · 3,065
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Gail Roberts Profit Sharing Plan by total assets, not by location.
Frequently Asked Questions
How did Gail Roberts Profit Sharing Plan assets move in 2024? ▼
How have Gail Roberts Re, Inc. plan assets changed over time? ▼
Which Profit Sharing plans are similar in size to Gail Roberts Profit Sharing Plan? ▼
Next read for Gail Roberts Profit Sharing Plan
Filing takeaways
Ways to act on Gail Roberts Profit Sharing Plan's numbers.
- By total assets, Gail Roberts Profit Sharing Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Massachusetts. Compare plans
- Gail Roberts Re, Inc.'s sponsor-wide assets have grown 30.5% since 2022 across 3 plan years on file. More Real Estate plans