401(k) · DOL Form 5500 · 2024

Robertson's Ready Mix, Ltd. 401(k) Plan

Data updated 2026-08-25

$121M
Total assets Near avg plan size
1,751
Participants Near avg headcount
92nd
Percentile by assets National rank
$69,253
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Robertson's Ltd. 401(k) Plan · Sponsored by Robertson's Ready Mix, Ltd. · California · Manufacturing

$121M in assets, 1,751 participants

Robertson's Ready Mix, Ltd.'s Robertson's Ltd. 401(k) Plan reported $121M in total assets and 1,751 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • #15,583 in Manufacturing (17,777 peers)

Coverage in California

Robertson's Ltd. 401(k) Plan covers 1,751 participants in California, 2.8x the typical California plan (state average ~630 per filing). Assets: $121M.

#15,583
in Manufacturing (17,777 peers)
+9.7%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Robertson's Ltd. 401(k) Plan's outsized position by total assets

Robertson's Ltd. 401(k) Plan vs every filed plan by assets

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

$121,262,392 Top 8% higher than 92% 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

Robertson's Ltd. 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robertson's Ltd. 401(k) Plan lands in the large band (1,751 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robertson's Ltd. 401(k) Plan reported net income fell from $12M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Robertson's Ltd. 401(k) Plan end-of-year assets rose from $111M in the plan year 2023 filing to $121M in the plan year 2024 filing.
  • Robertson's Ltd. 401(k) Plan reported participants rose from 1,697 in the plan year 2023 filing to 1,751 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 330491865 · Robertson's Ready Mix, Ltd. PY 2024 · 401(k)

Robertson's Ltd. 401(k) Plan · $121M · 1,751 · 92nd

  • PHOTO $121M
  • IND 1,751
  • EOY 92nd
  • 5500 401(k)
  • ASSETS near Hershey Entertainment & Resorts Company Savings Plan
  • PCT ind #15583

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 Manufacturing retirement plans → · Plans in California →

Robertson's Ltd. 401(k) Plan in the asset neighbourhood

Robertson's Ltd. 401(k) Plan$121MHershey Entertainment & Resorts Company Savings PlanHershey Entertainment & Reso…$121MGordon Brothers Profit-Sharing PlanGordon Brothers Profit-Shari…$121MUniversal Leaf Tobacco Company, Inc. 401(k) Savings PlanUniversal Leaf Tobacco Compa…$121MCable Television Laboratories, Inc. Profit Sharing PlanCable Television Laboratorie…$121M
End-of-year total assets ($M) among Robertson's Ltd. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$111M
Net Assets (End of Year)$121M
Net Income$11M
Employer EIN330491865
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robertson's Ready Mix, Ltd.)

Sponsor-wide plan assets over time

All Robertson's Ready Mix, Ltd. plans reported in each filing year

Latest sponsor-wide plan assets
$121M 23.039930184993775% vs 2022
2024 filing year
$90M$100M$110M$120M$130M 202220232024 $98.6M $121M ▲ +23.0%
Year Plans Participants Total Assets
2022 1 1,849 $99M
2023 1 1,697 $111M
2024 1 1,751 $121M

Nearby 401(k) Plans in California

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

Robertson's Ltd. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Robertson's Ltd. 401(k) Plan, Total assets ($B): 0.121262392 · Participants: 1751Robertson's Ltd. 401(k) PlanGoogle 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
Robertson's Ltd. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Robertson's Ltd. 401(k) Plan side-by-side with 3 peers →

Robertson's Ltd. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Hershey Entertainment & Resorts Company Savings Plan in PA ($121M); by covered participants it is My 401(k) Plan in MA (1,751 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,751 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 Robertson's Ltd. 401(k) Plan assets move in 2024? ▼
Robertson's Ltd. 401(k) Plan grew at a solid clip - up 9.7% during 2024, from $111M to $121M. Reported net income was $11M.
How have Robertson's Ready Mix, Ltd. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robertson's Ready Mix, Ltd.'s sponsor-wide assets grew 23.0%, from $99M to $121M.
Where does Robertson's Ltd. 401(k) Plan rank by assets among Form 5500 filers? ▼
Robertson's Ltd. 401(k) Plan ranks in the 92nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Robertson's Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hershey Entertainment & Resorts Company Savings Plan in PA ($121M, 930 participants).
Which 401(k) plans cover a similar participant headcount to Robertson's Ltd. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is My 401(k) Plan in MA (1,751 participants, $634M 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 330491865.

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.