401(k) · DOL Form 5500 · 2024

Dr Greg a. Roberts PC 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
8
Participants Small participant base
34th
Percentile by assets National rank
$378,872
Avg per participant High balance/head
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Official DOL plan name: Dr. Greg a. Roberts, P.C. 401(k) Plan · Sponsored by Dr Greg a. Roberts PC · Utah · Healthcare & Social Assistance

$3M in assets, 8 participants

Dr Greg a. Roberts PC's Dr. Greg a. Roberts, P.C. 401(k) Plan reported $3M in total assets and 8 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.

  • #5,819 in Healthcare & Social Assistance (16,916 peers)

Dr Greg a. Roberts PC multi-year trail

Dr Greg a. Roberts PC's plans moved +55.1% in assets from 2022 to 2024; this filing shows Dr. Greg a. Roberts, P.C. 401(k) Plan at $3M / 8 participants.

#5,819
in Healthcare & Social Assistance (16,916 peers)
+28.3%
assets growth YoY

Dr. Greg a. Roberts, P.C. 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Dr. Greg a. Roberts, P.C. 401(k) Plan vs every filed plan by assets

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

$3,030,975 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

Dr. Greg a. Roberts, P.C. 401(k) 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. Dr. Greg a. Roberts, P.C. 401(k) Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dr. Greg a. Roberts, P.C. 401(k) Plan reported net income rose from $408K in the plan year 2023 filing to $668K in the plan year 2024 filing.
  • Dr. Greg a. Roberts, P.C. 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 582673895 · Dr Greg a. Roberts PC PY 2024 · 401(k)

Dr. Greg a. Roberts, P.C. 401(k) Plan · $3M · 8 · 34th

  • PART $3M
  • PART 8
  • PART 34th
  • PART 401(k)
  • PART near Compuweather, Inc. 401(k) Plan
  • PART ind #5819

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 Healthcare & Social Assistance retirement plans → · Plans in Utah →

Dr. Greg a. Roberts, P.C. 401(k) Plan in the asset neighbourhood

Dr. Greg a. Roberts, P.C. 401(k) PlanDr. Greg a. Roberts, P.C. 40…$3MCompuweather, Inc. 401(k) PlanCompuweather, Inc. 401(k) Pl…$3MEpic Research 401(k) Plan$3MYarra, Rivas & Associates 401(k) Profit Sharing PlanYarra, Rivas & Associates 40…$3MArchitectural Fabrication, Inc 401(k) PlanArchitectural Fabrication, I…$3M
End-of-year total assets ($M) among Dr. Greg a. Roberts, P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Dr Greg a. Roberts PC multi-year asset trail

Sponsor-wide plan assets over time

All Dr Greg a. Roberts PC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 55.054929595477745% vs 2022
2024 filing year
$1.5M$2M$2.5M$3M$3.5M 202220232024 $1.95M $3.03M ▲ +55.4%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 8 $2M
2024 1 8 $3M

Dr Greg a. Roberts PC filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$668K
Employer EIN582673895
Plan Effective Date2003-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Utah

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

Dr. Greg a. Roberts, P.C. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Dr. Greg a. Roberts, P.C. 401(k) Plan, Total assets ($B): 0.003030975 · Participants: 8Dr. Greg a. Roberts, P.C. 401(k) PlanIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Dr. Greg a. Roberts, P.C. 401(k) Plan vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Dr. Greg a. Roberts, P.C. 401(k) Plan side-by-side with 3 peers →

Dr. Greg a. Roberts, P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Compuweather, Inc. 401(k) Plan in NY ($3M); by covered participants it is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

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.

Frequently Asked Questions

How did Dr. Greg a. Roberts, P.C. 401(k) Plan assets move in 2024? ▼
Dr. Greg a. Roberts, P.C. 401(k) Plan grew sharply - up 28.3% during 2024, from $2M to $3M. Reported net income was $668K.
How have Dr Greg a. Roberts PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dr Greg a. Roberts PC's sponsor-wide assets grew 55.1%, from $2M to $3M.
Which 401(k) plans are similar in size to Dr. Greg a. Roberts, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Compuweather, Inc. 401(k) Plan in NY ($3M, 11 participants).
Which 401(k) plans cover a similar participant headcount to Dr. Greg a. Roberts, P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Raymond Company Pension Services, LLC 401(k) Plan in AZ (8 participants, $411K 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 582673895.

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.