401(k) · DOL Form 5500 · 2024

Robert L. Caulkins, D.O. 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
9
Participants Small participant base
40th
Percentile by assets National rank
$489,146
Avg per participant High balance/head
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Official DOL plan name: Robert L. Caulkins, D.O. 401(k) Profit Sharing Plan · Sponsored by Robert L. Caulkins, D.O. · Washington · Healthcare & Social Assistance

$4M in assets, 9 participants

Robert L. Caulkins, D.O.'s Robert L. Caulkins, D.O. 401(k) Profit Sharing Plan reported $4M in total assets and 9 participants in its 2024 DOL Form 5500 filing, ranking in the 40th 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.

  • #7,114 in Healthcare & Social Assistance (16,916 peers)

Robert L. Caulkins, D.O. multi-year trail

Robert L. Caulkins, D.O.'s plans moved +63.4% in assets from 2022 to 2024; this filing shows Robert L. Caulkins, D.O. 401(k) Profit Sharing Plan at $4M / 9 participants.

#7,114
in Healthcare & Social Assistance (16,916 peers)
+26.2%
assets growth YoY

Robert L. Caulkins, D.O. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Robert L. Caulkins, D.O. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$4,402,312 40th percentile higher than 40% 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 L. Caulkins, D.O. 401(k) 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 L. Caulkins, D.O. 401(k) Profit Sharing Plan is a micro filing (9 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robert L. Caulkins, D.O. 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Robert L. Caulkins, D.O. 401(k) Profit Sharing Plan reported net income rose from $795K in the plan year 2023 filing to $913K in the plan year 2024 filing.
  • Robert L. Caulkins, D.O. 401(k) Profit Sharing Plan reported participants fell from 10 in the plan year 2023 filing to 9 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 911414094 · Robert L. Caulkins, D.O. PY 2024 · 401(k)

Robert L. Caulkins, D.O. 401(k) Profit Sharing Plan · $4M · 9 · 40th

  • BOY $4M
  • SCH 9
  • EBSA 40th
  • PART 401(k)
  • TYPE near F & M Contractors 401(k) Plan
  • NET ind #7114

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 Washington →

Robert L. Caulkins, D.O. 401(k) Profit Sharing Plan in the asset neighbourhood

Robert L. Caulkins, D.O. 401(k) Profit Sharing PlanRobert L. Caulkins, D.O. 401…$4MF & M Contractors 401(k) Plan$4MHorizon Health Care 401(k) Profit Sharing Plan & TrustHorizon Health Care 401(k) P…$4MDienes Corporation 401(k) PlanDienes Corporation 401(k) Pl…$4MSuperior Foods Inc 401(k) Profit Sharing Plan & TrustSuperior Foods Inc 401(k) Pr…$4M
End-of-year total assets ($M) among Robert L. Caulkins, D.O. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Robert L. Caulkins, D.O. multi-year asset trail

Sponsor-wide plan assets over time

All Robert L. Caulkins, D.O. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 63.38777350759632% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.69M $4.4M ▲ +63.6%
Year Plans Participants Total Assets
2022 1 10 $3M
2023 1 10 $3M
2024 1 9 $4M

Robert L. Caulkins, D.O. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$913K
Employer EIN911414094
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Robert L. Caulkins, D.O. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Robert L. Caulkins, D.O. 401(k) Profit Sharing Plan, Total assets ($B): 0.004402312 · Participants: 9Robert L. Caulkins, D.O. 401(k) Profit Sharing PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Robert L. Caulkins, D.O. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Robert L. Caulkins, D.O. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Robert L. Caulkins, D.O. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is F & M Contractors 401(k) Plan in MI ($4M); by covered participants it is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (9 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 Robert L. Caulkins, D.O. 401(k) Profit Sharing Plan assets move in 2024? ▼
Robert L. Caulkins, D.O. 401(k) Profit Sharing Plan grew sharply - up 26.2% during 2024, from $3M to $4M. Reported net income was $913K.
How have Robert L. Caulkins, D.O. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert L. Caulkins, D.O.'s sponsor-wide assets grew 63.4%, from $3M to $4M.
Which 401(k) plans are similar in size to Robert L. Caulkins, D.O. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is F & M Contractors 401(k) Plan in MI ($4M, 73 participants).
Which 401(k) plans cover a similar participant headcount to Robert L. Caulkins, D.O. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Greene-Niesen Insurance Agency Inc Savings & Retirement Plan in WI (9 participants, $684K 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 911414094.

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.