ESOP · DOL Form 5500 · 2023

Robson Forensic, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
149
Participants Small participant base
32nd
Percentile by assets National rank
$15,077
Avg per participant Low balance/head
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Official DOL plan name: Robson Forensic Employee Stock Ownership Plan · Sponsored by Robson Forensic, Inc. · Pennsylvania · Professional & Technical Services

$2M in assets, 149 participants

Robson Forensic, Inc.'s Robson Forensic Employee Stock Ownership Plan reported $2M in total assets and 149 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,690 in Professional & Technical Services (20,321 peers)

Coverage in Pennsylvania

Robson Forensic Employee Stock Ownership Plan covers 149 participants in Pennsylvania, about 18% of the average Pennsylvania filer (state average ~822 per filing). Assets: $2M.

#5,690
in Professional & Technical Services (20,321 peers)
+23.5%
assets growth YoY

Robson Forensic Employee Stock Ownership Plan among the smaller filed plans by assets

Robson Forensic Employee Stock Ownership Plan vs every filed plan by assets

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

$2,246,403 32nd percentile higher than 32% 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

Robson Forensic Employee Stock Ownership 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. Robson Forensic Employee Stock Ownership Plan sits mid-pack in the medium band (149 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robson Forensic Employee Stock Ownership Plan reported net income rose from $308K in the plan year 2022 filing to $424K in the plan year 2023 filing.
  • Robson Forensic Employee Stock Ownership Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Robson Forensic Employee Stock Ownership Plan reported participants rose from 141 in the plan year 2022 filing to 149 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 232776905 · Robson Forensic, Inc. PY 2023 · ESOP

Robson Forensic Employee Stock Ownership Plan · $2M · 149 · 32nd

  • BOOK $2M
  • VS-ST 149
  • BOY 32nd
  • SCH ESOP
  • EBSA near Chambers Group, Inc. Employee Stock Ownership Plan
  • PART ind #5690

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 Pennsylvania →

Robson Forensic Employee Stock Ownership Plan in the asset neighbourhood

Robson Forensic Employee Stock Ownership PlanRobson Forensic Employee Sto…$2MAlpha Restoration and Waterproofing Employee Stock Ownership PlanAlpha Restoration and Waterp…$2MTrial Behavior Consulting, Inc. Employee Stock Ownership PlanTrial Behavior Consulting, I…$2MChambers Group, Inc. Employee Stock Ownership PlanChambers Group, Inc. Employe…$2MThermal Tech Employee Stock Ownership PlanThermal Tech Employee Stock …$2M
End-of-year total assets ($M) among Robson Forensic Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$424K
Employer EIN232776905
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robson Forensic, Inc.)

Sponsor-wide plan assets over time

All Robson Forensic, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 39.07979429267755% vs 2022
2024 filing year
$15M$20M$25M 202220232024 $17.4M $24.2M ▲ +39.1%
Year Plans Participants Total Assets
2022 2 308 $17M
2023 2 325 $22M
2024 1 187 $24M

Nearby ESOP Plans in Pennsylvania

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

Robson Forensic Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Robson Forensic Employee Stock Ownership Plan, Total assets ($B): 0.002246403 · Participants: 149Robson Forensic Employee Stock Ownership PlanWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.338226537 · Participants: 42695Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.558044827 · Participants: 342Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.686501046 · Participants: 2353Centimark Corporation Employee Stock Ownership Plan and TrustSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.686202616 · Participants: 13858Sheetz, Inc. Employee Stock Ownership PlanD & H Employee Stock Ownership Plan, Total assets ($B): 0.288933356 · Participants: 1461D & H Employee Stock Ownership Plan
Robson Forensic Employee Stock Ownership Plan vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Robson Forensic Employee Stock Ownership Plan side-by-side with 3 peers →

Robson Forensic Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Chambers Group, Inc. Employee Stock Ownership Plan in CA ($2M); by covered participants it is Invision Communications, Inc. Employee Stock Ownership Plan in CA (149 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (149 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 Robson Forensic Employee Stock Ownership Plan assets move in 2023? ▼
Robson Forensic Employee Stock Ownership Plan grew sharply - up 23.5% during 2023, from $2M to $2M. Reported net income was $424K.
How have Robson Forensic, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robson Forensic, Inc.'s sponsor-wide assets grew 39.1%, from $17M to $24M.
Which ESOP plans are similar in size to Robson Forensic Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Chambers Group, Inc. Employee Stock Ownership Plan in CA ($2M, 61 participants).
Which ESOP plans cover a similar participant headcount to Robson Forensic Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Invision Communications, Inc. Employee Stock Ownership Plan in CA (149 participants, $28M 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 232776905.

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.