401(k) · DOL Form 5500 · 2024

Don Roberto Jewelers Inc 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
593
Participants Below avg headcount
65th
Percentile by assets National rank
$25,509
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Drj 401(k) · Sponsored by Don Roberto Jewelers Inc · California · Retail Trade

$15M in assets, 593 participants

Don Roberto Jewelers Inc's Drj 401(k) reported $15M in total assets and 593 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,073 in Retail Trade (8,048 peers)

Don Roberto Jewelers Inc multi-year trail

Don Roberto Jewelers Inc's plans moved +51.3% in assets from 2022 to 2024; this filing shows Drj 401(k) at $15M / 593 participants.

#6,073
in Retail Trade (8,048 peers)
+20.8%
assets growth YoY

Drj 401(k)'s mid-pack asset rank among Retail Trade and all filers

Drj 401(k) vs every filed plan by assets

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

$15,126,926 Top 35% higher than 65% 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

Drj 401(k) among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Drj 401(k) sits mid-pack in the medium band (593 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Drj 401(k) reported participants rose from 473 in the plan year 2023 filing to 593 in the plan year 2024 filing.
  • Drj 401(k) end-of-year assets rose from $13M in the plan year 2023 filing to $15M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 330407269 · Don Roberto Jewelers Inc PY 2024 · 401(k)

Drj 401(k) · $15M · 593 · 65th

  • EBSA $15M
  • EBSA 593
  • EBSA 65th
  • EBSA 401(k)
  • EBSA near Connecticut Legal Services, Inc. 401(k) Plan
  • EBSA ind #6073

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 Retail Trade retirement plans → · Plans in California →

Drj 401(k) in the asset neighbourhood

Drj 401(k)$15MConnecticut Legal Services, Inc. 401(k) PlanConnecticut Legal Services, …$15MFarmington Country Club Retirement PlanFarmington Country Club Reti…$15MEnovapremier, LLC 401(k) Plan$15MJenkins Services, Inc. 401(k) PlanJenkins Services, Inc. 401(k…$15M
End-of-year total assets ($M) among Drj 401(k) and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Don Roberto Jewelers Inc multi-year asset trail

Sponsor-wide plan assets over time

All Don Roberto Jewelers Inc plans reported in each filing year

Latest sponsor-wide plan assets
$15M 51.30051868716077% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $10M $15.1M ▲ +51.3%
Year Plans Participants Total Assets
2022 1 395 $10M
2023 1 473 $13M
2024 1 593 $15M

Don Roberto Jewelers Inc filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$15M
Net Income$3M
Employer EIN330407269
Plan Effective Date1994-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Drj 401(k) vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Drj 401(k), Total assets ($B): 0.015126926 · Participants: 593Drj 401(k)Google LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Drj 401(k) vs. nearby 401(k) plans in California, assets vs. participants
Compare Drj 401(k) side-by-side with 3 peers →

Drj 401(k)'s out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Connecticut Legal Services, Inc. 401(k) Plan in CT ($15M); by covered participants it is Paramont Mfg LLC Retirement Plan in VA (593 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (593 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 Drj 401(k) assets move in 2024? ▼
Drj 401(k) grew sharply - up 20.8% during 2024, from $13M to $15M. Reported net income was $3M.
How have Don Roberto Jewelers Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Don Roberto Jewelers Inc's sponsor-wide assets grew 51.3%, from $10M to $15M.
Which 401(k) plans are similar in size to Drj 401(k)? ▼
Among 401(k) plans in other states, the closest by assets is Connecticut Legal Services, Inc. 401(k) Plan in CT ($15M, 65 participants).
Which 401(k) plans cover a similar participant headcount to Drj 401(k)? ▼
Among 401(k) plans in other states, the closest by covered participants is Paramont Mfg LLC Retirement Plan in VA (593 participants, $11M 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 330407269.

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.