401(k) · DOL Form 5500 · 2024
Robert and Company 401(k) Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 31
- Participants Small participant base
- 43rd
- Percentile by assets National rank
- $167,270
- Avg per participant Above avg balance/head
Official DOL plan name: Robert and Company Savings and Investment Plan · Sponsored by Robert and Company · Georgia · Professional & Technical Services
$5M in assets, 31 participants
Robert and Company's Robert and Company Savings and Investment Plan reported $5M in total assets and 31 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,100 in Professional & Technical Services (20,173 peers)
Robert and Company multi-year trail
Robert and Company's plans moved +10.8% in assets from 2022 to 2024; this filing shows Robert and Company Savings and Investment Plan at $5M / 31 participants.
- #8,100
- in Professional & Technical Services (20,173 peers)
- +3.8%
- assets growth YoY
Robert and Company Savings and Investment Plan's mid-pack asset rank among Professional & Technical Services and all filers
Robert and Company Savings and Investment Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$5,185,383 43rd percentile higher than 43% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Robert and Company Savings and Investment Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robert and Company Savings and Investment Plan is a small filing (31 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Robert and Company Savings and Investment Plan reported net income fell from $314K in the plan year 2023 filing to $191K in the plan year 2024 filing.
- Robert and Company Savings and Investment Plan reported participants fell from 43 in the plan year 2023 filing to 31 in the plan year 2024 filing.
- Robert and Company Savings and Investment Plan end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 580404938 · Robert and Company PY 2024 · 401(k)
Robert and Company Savings and Investment Plan · $5M · 31 · 43rd
- RANK $5M
- RANK 31
- RANK 43rd
- RANK 401(k)
- RANK near Bainswest Group 401(k) and Profit Sharing Plan
- RANK ind #8100
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 Georgia →
Robert and Company Savings and Investment Plan in the asset neighbourhood
Robert and Company multi-year asset trail
Sponsor-wide plan assets over time
All Robert and Company plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 10.791040882399884% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 42 | $5M |
| 2023 | 1 | 43 | $5M |
| 2024 | 1 | 31 | $5M |
Robert and Company filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $191K |
| Employer EIN | 580404938 |
| Plan Effective Date | 1989-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Georgia
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Teamster - UPS National 401(k) Tax Deferred Savings Plan $19.3B · 452,126
- Delta 401(k) Retirement Plan $19.0B · 89,836
- Delta 401(k) Retirement Plan for Pilots $15.9B · 14,473
- UPS 401(k) Savings Plan $14.2B · 95,250
- The Home Depot Futurebuilder $14.1B · 398,464
Robert and Company Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount
Outside Georgia, the nearest 401(k) by assets is Bainswest Group 401(k) and Profit Sharing Plan in OK ($5M); by covered participants it is Pediatric Health Care of Northwest Houston, P.a. Safe Harbor 401(k) Plan in TX (31 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
- Bainswest Group 401(k) and Profit Sharing Plan (OK) $5M · 35
- 401(k) Profit Sharing Plan for Employees of Blind and Vision Rehabilitation Services of Pittsburgh (PA) $5M · 132
- Ramey-Estep Homes, Inc. 401(k) Retirement Savings Plan (KY) $5M · 181
- D'sylva and Niemi Enterprises Inc. Retirement Plan (WA) $5M · 9
Similar participant headcount
Nearest other-state filings by covered participants (31 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.