Profit Sharing · DOL Form 5500 · 2024

Robert Woods Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
1
Participants Small participant base
27th
Percentile by assets National rank
$1.6M
Avg per participant High balance/head
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Official DOL plan name: Robert Woods Keogh Profit Sharing Plan · Sponsored by Robert Woods · New Jersey · Professional & Technical Services

$2M in assets, 1 participants

Robert Woods's Robert Woods Keogh Profit Sharing Plan reported $2M in total assets and 1 participant in its 2024 DOL Form 5500 filing, ranking in the 27th 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.

  • #4,547 in Professional & Technical Services (20,173 peers)

Robert Woods multi-year trail

Robert Woods's plans moved +48.1% in assets from 2022 to 2024; this filing shows Robert Woods Keogh Profit Sharing Plan at $2M / 1 participant.

#4,547
in Professional & Technical Services (20,173 peers)
+23.8%
assets growth YoY

Robert Woods Keogh Profit Sharing Plan among the smaller filed plans by assets

Robert Woods Keogh Profit Sharing Plan vs every filed plan by assets

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

$1,592,064 27th percentile higher than 27% 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

Robert Woods Keogh Profit Sharing 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. Robert Woods Keogh Profit Sharing Plan is a micro filing (1 participant), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robert Woods Keogh Profit Sharing Plan end-of-year assets rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Robert Woods Keogh Profit Sharing Plan reported net income fell from $376K in the plan year 2023 filing to $306K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 226279998 · Robert Woods PY 2024 · Profit Sharing

Robert Woods Keogh Profit Sharing Plan · $2M · 1 · 27th

  • RANK $2M
  • PHOTO 1
  • IND 27th
  • EOY Profit Sharing
  • 5500 near Deal with It, Inc. Profit Sharing Plan
  • ASSETS ind #4547

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Robert Woods Keogh Profit Sharing Plan in the asset neighbourhood

Robert Woods Keogh Profit Sharing PlanRobert Woods Keogh Profit Sh…$2MDeal with It, Inc. Profit Sharing PlanDeal with It, Inc. Profit Sh…$2MSouthern Star Distributors, Inc., Ltd. Profit Sharing PlanSouthern Star Distributors, …$2MJack T. Smith Profit Sharing Plan & TrustJack T. Smith Profit Sharing…$2MJames Orthodontics Inc. Profit Sharing PlanJames Orthodontics Inc. Prof…$2M
End-of-year total assets ($M) among Robert Woods Keogh Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Robert Woods multi-year asset trail

Sponsor-wide plan assets over time

All Robert Woods plans reported in each filing year

Latest sponsor-wide plan assets
$2M 48.070877712508505% vs 2022
2024 filing year
$1M$1.2M$1.4M$1.6M$1.8M 202220232024 $1.08M $1.59M ▲ +47.2%
Year Plans Participants Total Assets
2022 1 1 $1M
2023 1 1 $1M
2024 1 1 $2M

Robert Woods filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$306K
Employer EIN226279998
Plan Effective Date1987-12-31
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in New Jersey

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

Robert Woods Keogh Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Robert Woods Keogh Profit Sharing Plan, Total assets ($B): 0.001592064 · Participants: 1Robert Woods Keogh Profit Sharing PlanErnst & Young Partnership Retirement (Hr-10) Plan, Total assets ($B): 2.537544692 · Participants: 1666Ernst & Young Partnership Retirement (Hr-10) PlanHeavy & General Laborers' Local Unions 472 & 172 of Nj Annuity Plan, Total assets ($B): 1.550996804 · Participants: 8865Heavy & General Laborers' Local Unions 472 & 172 of Nj Annuity PlanOperating Engineers Local 825 Profit Sharing Fund, Total assets ($B): 1.508059789 · Participants: 10365Operating Engineers Local 825 Profit Sharing FundIBEW Local Union No 102 Surety Plan, Total assets ($B): 0.684866455 · Participants: 2382IBEW Local Union No 102 Surety PlanKpmg Partner Retirement Savings Plan, Total assets ($B): 0.52416742 · Participants: 1704Kpmg Partner Retirement Savings Plan
Robert Woods Keogh Profit Sharing Plan vs. nearby Profit Sharing plans in New Jersey, assets vs. participants
Compare Robert Woods Keogh Profit Sharing Plan side-by-side with 3 peers →

Robert Woods Keogh Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New Jersey, the nearest Profit Sharing by assets is Deal with It, Inc. Profit Sharing Plan in CA ($2M); by covered participants it is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant). Same-state nearby plans are listed separately above.

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 Robert Woods Keogh Profit Sharing Plan assets move in 2024? ▼
Robert Woods Keogh Profit Sharing Plan grew sharply - up 23.8% during 2024, from $1M to $2M. Reported net income was $306K.
How have Robert Woods plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert Woods's sponsor-wide assets grew 48.1%, from $1M to $2M.
Which Profit Sharing plans are similar in size to Robert Woods Keogh Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Deal with It, Inc. Profit Sharing Plan in CA ($2M, 2 participants).
Which Profit Sharing plans cover a similar participant headcount to Robert Woods Keogh Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Gerald L. Bowen, P.C. Profit Sharing Plan in PA (1 participant, N/A 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 226279998.

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.