401(k) · DOL Form 5500 · 2023

Robertet, Inc. 401(k) Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
368
Participants Below avg headcount
92nd
Percentile by assets National rank
$287,781
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Robertet USA 401(k) Plan · Sponsored by Robertet, Inc. · New Jersey · Manufacturing

$106M in assets, 368 participants

Robertet, Inc.'s Robertet USA 401(k) Plan reported $106M in total assets and 368 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #16,364 in Manufacturing (18,722 peers)

Coverage in New Jersey

Robertet USA 401(k) Plan covers 368 participants in New Jersey, about 44% of the average New Jersey filer (state average ~844 per filing). Assets: $106M.

#16,364
in Manufacturing (18,722 peers)
+18.3%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Robertet USA 401(k) Plan's outsized position by total assets

Robertet USA 401(k) Plan vs every filed plan by assets

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

$105,903,295 Top 8% higher than 92% 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

Robertet USA 401(k) Plan 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. Robertet USA 401(k) Plan sits mid-pack in the medium band (368 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robertet USA 401(k) Plan reported net income rose from -$20M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Robertet USA 401(k) Plan end-of-year assets rose from $90M in the plan year 2022 filing to $106M in the plan year 2023 filing.
  • Robertet USA 401(k) Plan reported participants rose from 354 in the plan year 2022 filing to 368 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 222273649 · Robertet, Inc. PY 2023 · 401(k)

Robertet USA 401(k) Plan · $106M · 368 · 92nd

  • EIN $106M
  • RANK 368
  • PHOTO 92nd
  • IND 401(k)
  • EOY near Allient Incorporated 401(k) Tax Advantaged Investment Plan
  • 5500 ind #16364

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 Manufacturing retirement plans → · Plans in New Jersey →

Robertet USA 401(k) Plan in the asset neighbourhood

Dm Companies Ps & 401(k) Plan$106MAllient Incorporated 401(k) Tax Advantaged Investment PlanAllient Incorporated 401(k) …$106MRobertet USA 401(k) Plan$106MSelect Water Solutions, Inc. 401(k) PlanSelect Water Solutions, Inc.…$106MHexpol Retirement Savings PlanHexpol Retirement Savings Pl…$106M
End-of-year total assets ($M) among Robertet USA 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$90M
Net Assets (End of Year)$106M
Net Income$16M
Employer EIN222273649
Plan Effective Date1980-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robertet, Inc.)

Sponsor-wide plan assets over time

All Robertet, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$112M 24.9998057116314% vs 2022
2024 filing year
$80M$90M$100M$110M$120M 202220232024 $89.6M $112M ▲ +25.0%
Year Plans Participants Total Assets
2022 1 354 $90M
2023 1 368 $106M
2024 1 413 $112M

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Robertet USA 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Robertet USA 401(k) Plan, Total assets ($B): 0.105903295 · Participants: 368Robertet USA 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Robertet USA 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Robertet USA 401(k) Plan side-by-side with 3 peers →

Robertet USA 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Allient Incorporated 401(k) Tax Advantaged Investment Plan in NY ($106M); by covered participants it is Mcguire Management Group 401(k) Plan in FL (368 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($106M here).

Similar participant headcount

Nearest other-state filings by covered participants (368 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 Robertet USA 401(k) Plan assets move in 2023? ▼
Robertet USA 401(k) Plan grew sharply - up 18.3% during 2023, from $90M to $106M. Reported net income was $16M.
How have Robertet, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robertet, Inc.'s sponsor-wide assets grew 25.0%, from $90M to $112M.
Where does Robertet USA 401(k) Plan rank by assets among Form 5500 filers? ▼
Robertet USA 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Robertet USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Allient Incorporated 401(k) Tax Advantaged Investment Plan in NY ($106M, 944 participants).
Which 401(k) plans cover a similar participant headcount to Robertet USA 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mcguire Management Group 401(k) Plan in FL (368 participants, $2M 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 222273649.

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.