401(k) · DOL Form 5500 · 2024

Robert Amore Holdings Investment Plan 401(k) Plan

Data updated 2026-08-25

$618K
Total assets Small plan by assets
1
Participants Small participant base
19th
Percentile by assets National rank
$618,261
Avg per participant High balance/head
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Official DOL plan name: Roberto Amore Holdings Investment Plan · Sponsored by Robert Amore Holdings Investment Plan · Texas · Construction

$618K in assets, 1 participants

Robert Amore Holdings Investment Plan's Roberto Amore Holdings Investment Plan reported $618K in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 19th 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.

  • #1,671 in Construction (9,039 peers)

What the 2024 filing shows

Roberto Amore Holdings Investment Plan holds $618K for 1 participant - about $618,261 per participant, among the smaller plans by assets on file.

#1,671
in Construction (9,039 peers)
+0.0%
assets growth YoY

Roberto Amore Holdings Investment Plan among the smaller filed plans by assets

Roberto Amore Holdings Investment Plan vs every filed plan by assets

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

$618,261 19th percentile higher than 19% 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

Roberto Amore Holdings Investment 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. Roberto Amore Holdings Investment Plan is a micro filing (1 participant), the leftmost band.

Published 5500 schedule card

Filing strip 876719586 · Robert Amore Holdings Investment Plan PY 2024 · 401(k)

Roberto Amore Holdings Investment Plan · $618K · 1 · 19th

  • BOY $618K
  • SCH 1
  • EBSA 19th
  • PART 401(k)
  • TYPE near Davis Family Enterprises, Inc. 401(k) Plan
  • NET ind #1671

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 Texas →

Roberto Amore Holdings Investment Plan in the asset neighbourhood

Roberto Amore Holdings Investment PlanRoberto Amore Holdings Inves…$618KDavis Family Enterprises, Inc. 401(k) PlanDavis Family Enterprises, In…$618KNext Adventure Profit Sharing PlanNext Adventure Profit Sharin…$618KSw Enterprises Inc. 401(k) PlanSw Enterprises Inc. 401(k) P…$618KGt Ventures LLC 401(k) Profit Sharing Plan & TrustGt Ventures LLC 401(k) Profi…$618K
End-of-year total assets ($M) among Roberto Amore Holdings Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$618K
Net Assets (End of Year)$618K
Employer EIN876719586
Plan Effective Date2021-10-22
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert Amore Holdings Investment Plan)

Sponsor-wide plan assets over time

All Robert Amore Holdings Investment Plan plans reported in each filing year

Latest sponsor-wide plan assets
$618K 0.3245378175805381% vs 2022
2024 filing year
$0.62M 202220232024 $0.62M $0.62M ▲ +0.0%
Year Plans Participants Total Assets
2022 1 1 $616K
2023 1 1 $618K
2024 1 1 $618K

Nearby 401(k) Plans in Texas

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

Roberto Amore Holdings Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Roberto Amore Holdings Investment Plan, Total assets ($B): 0.000618261 · Participants: 1Roberto Amore Holdings Investment PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Roberto Amore Holdings Investment Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Roberto Amore Holdings Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Davis Family Enterprises, Inc. 401(k) Plan in WI ($618K); by covered participants it is The Directed Account Plan Staff 401(K ) Plan in MO (1 participant). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($618K here).

Similar participant headcount

Nearest other-state filings by covered participants (1 participant); 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 Roberto Amore Holdings Investment Plan assets move in 2024?
Roberto Amore Holdings Investment Plan held essentially flat - up 0.0% during 2024, from $618K to $618K.
How have Robert Amore Holdings Investment Plan plan assets changed over time?
Across 3 plan years on file (2022-2024), Robert Amore Holdings Investment Plan's sponsor-wide assets grew 0.3%, from $616K to $618K.
Where does Roberto Amore Holdings Investment Plan rank by assets among Form 5500 filers?
Roberto Amore Holdings Investment Plan ranks in the 19th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Roberto Amore Holdings Investment Plan?
Among 401(k) plans in other states, the closest by assets is Davis Family Enterprises, Inc. 401(k) Plan in WI ($618K, 2 participants).
Which 401(k) plans cover a similar participant headcount to Roberto Amore Holdings Investment Plan?
Among 401(k) plans in other states, the closest by covered participants is The Directed Account Plan Staff 401(K ) Plan in MO (1 participant, N/A in assets).