Profit Sharing · DOL Form 5500 · 2024

Performance Specialties, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
7
Participants Small participant base
38th
Percentile by assets National rank
$581,290
Avg per participant High balance/head
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Official DOL plan name: Bob L Robertson Profit Sharing Plan · Sponsored by Performance Specialties, Inc. · North Carolina · Wholesale Trade

$4M in assets, 7 participants

Performance Specialties, Inc.'s Bob L Robertson Profit Sharing Plan reported $4M in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 38th 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.

  • #1,698 in Wholesale Trade (6,080 peers)

Performance Specialties, Inc. multi-year trail

Performance Specialties, Inc.'s plans moved +24.4% in assets from 2022 to 2024; this filing shows Bob L Robertson Profit Sharing Plan at $4M / 7 participants.

#1,698
in Wholesale Trade (6,080 peers)
+7.8%
assets growth YoY

Bob L Robertson Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Bob L Robertson Profit Sharing Plan vs every filed plan by assets

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

$4,069,029 38th percentile higher than 38% 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

Bob L Robertson 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. Bob L Robertson Profit Sharing Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bob L Robertson Profit Sharing Plan reported net income fell from $504K in the plan year 2023 filing to $295K in the plan year 2024 filing.
  • Bob L Robertson Profit Sharing Plan end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 561047354 · Performance Specialties, Inc. PY 2024 · Profit Sharing

Bob L Robertson Profit Sharing Plan · $4M · 7 · 38th

  • 5500 $4M
  • 5500 7
  • 5500 38th
  • 5500 Profit Sharing
  • 5500 near Fremont Nephrology Professional Corporation, Profit Sharing Plan
  • 5500 ind #1698

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Bob L Robertson Profit Sharing Plan in the asset neighbourhood

Bob L Robertson Profit Sharing PlanBob L Robertson Profit Shari…$4MFremont Nephrology Professional Corporation, Profit Sharing PlanFremont Nephrology Professio…$4MS. Keith Barker, P.C. Profit Sharing TrustS. Keith Barker, P.C. Profit…$4MCharles W. Ruggeroli M.D. Profit Sharing PlanCharles W. Ruggeroli M.D. Pr…$4MJinichi Tokeshi, M.D., Inc. Profit Sharing Plan (002)Jinichi Tokeshi, M.D., Inc. …$4M
End-of-year total assets ($M) among Bob L Robertson Profit Sharing Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Performance Specialties, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Performance Specialties, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 24.423912827436055% vs 2022
2024 filing year
$3M$3.5M$4M$4.5M 202220232024 $3.27M $4.07M ▲ +24.5%
Year Plans Participants Total Assets
2022 1 7 $3M
2023 1 7 $4M
2024 1 7 $4M

Performance Specialties, Inc. filing trail (2024)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$4M
Net Income$295K
Employer EIN561047354
Plan Effective Date1973-07-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in North Carolina

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

Bob L Robertson Profit Sharing Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10123 Total assets ($B) Participants Bob L Robertson Profit Sharing Plan, Total assets ($B): 0.004069029 · Participants: 7Bob L Robertson Profit Sharing PlanTax Deferred Savings Plan of Novant Health, Inc., Total assets ($B): 2.543711307 · Participants: 38137Tax Deferred Savings Plan of Novant Health, Inc.Charter Communications, Inc. Retirement Accumulation Plan, Total assets ($B): 1.475076189 · Participants: 96794Charter Communications, Inc. Retirement Accumulation PlanFirsthealth of the Carolinas, Inc. Retirement Growth Plan, Total assets ($B): 0.121170094 · Participants: 5933Firsthealth of the Carolinas, Inc. Retirement Growth PlanBaker & Taylor Retirement Savings Plan, Total assets ($B): 0.073097403 · Participants: 1336Baker & Taylor Retirement Savings PlanWhap PA Profit Sharing Plan, Total assets ($B): 0.049559221 · Participants: 0Whap PA Profit Sharing Plan
Bob L Robertson Profit Sharing Plan vs. nearby Profit Sharing plans in North Carolina, assets vs. participants
Compare Bob L Robertson Profit Sharing Plan side-by-side with 3 peers →

Bob L Robertson Profit Sharing Plan's out-of-state Profit Sharing peers by assets and headcount

Outside North Carolina, the nearest Profit Sharing by assets is Fremont Nephrology Professional Corporation, Profit Sharing Plan in CA ($4M); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 Bob L Robertson Profit Sharing Plan assets move in 2024? ▼
Bob L Robertson Profit Sharing Plan grew at a solid clip - up 7.8% during 2024, from $4M to $4M. Reported net income was $295K.
How have Performance Specialties, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Performance Specialties, Inc.'s sponsor-wide assets grew 24.4%, from $3M to $4M.
Which Profit Sharing plans are similar in size to Bob L Robertson Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Fremont Nephrology Professional Corporation, Profit Sharing Plan in CA ($4M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Bob L Robertson Profit Sharing Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is A&a Outdoors Inc. Retirement Plan in TN (7 participants, $199K 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 561047354.

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.