ESOP · DOL Form 5500 · 2023

Robb-Jack Corporation ESOP

Data updated 2026-08-25

$7M
Total assets Small plan by assets
73
Participants Small participant base
49th
Percentile by assets National rank
$89,044
Avg per participant Below avg balance/head
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Official DOL plan name: Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan · Sponsored by Robb-Jack Corporation · California · Manufacturing

$7M in assets, 73 participants

Robb-Jack Corporation's Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan reported $7M in total assets and 73 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #6,255 in Manufacturing (18,722 peers)

What the 2023 filing shows

Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan holds $7M for 73 participants - about $89,044 per participant, in the lower half of filed plans by assets.

#6,255
in Manufacturing (18,722 peers)
-7.1%
assets change YoY

The plan reported a net loss of $499K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan's mid-pack asset rank among Manufacturing and all filers

Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,500,238 49th percentile higher than 49% of 127,068 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 2023

Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan is a small filing (73 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan reported net income rose from -$1M in the plan year 2022 filing to -$499K in the plan year 2023 filing.
  • Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan end-of-year assets fell from $7M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 941518403 · Robb-Jack Corporation PY 2023 · ESOP

Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan · $7M · 73 · 49th

  • RANK $7M
  • RANK 73
  • RANK 49th
  • RANK ESOP
  • RANK near All Wall Contracting, Inc. Employee Stock Ownership Plan and Trust
  • RANK ind #6255

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 What is an ESOP? → · Plans in California →

Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan in the asset neighbourhood

Indiana Trust and Investment Management Company Employee Stock Ownership Plan and TrustIndiana Trust and Investment…$7MRobb-Jack Corporation Stock Bonus Employee Stock Ownership PlanRobb-Jack Corporation Stock …$7MAll Wall Contracting, Inc. Employee Stock Ownership Plan and TrustAll Wall Contracting, Inc. E…$7MHayden Machinery, LLC Employee Stock Ownership PlanHayden Machinery, LLC Employ…$6MPrince Rubber & Plastics Employee Stock Ownership PlanPrince Rubber & Plastics Emp…$6M
End-of-year total assets ($M) among Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$7M
Net Income-$499K
Employer EIN941518403
Plan Effective Date2001-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robb-Jack Corporation)

Sponsor-wide plan assets over time

All Robb-Jack Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$7M 1.1144052214824125% vs 2022
2024 filing year
$6.4M$6.6M$6.8M$7M$7.2M 202220232024 $7M $6.92M ▼ -1.1%
Year Plans Participants Total Assets
2022 1 73 $7M
2023 1 73 $7M
2024 1 80 $7M

Nearby ESOP Plans in California

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

Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan, Total assets ($B): 0.006500238 · Participants: 73Robb-Jack Corporation Stock Bonus Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 3.757068542 · Participants: 7871Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.444524335 · Participants: 1397Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.125537204 · Participants: 1700Rosendin Electric, Inc. Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533004512 · Participants: 72Agron, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.497089527 · Participants: 3656Recology Employee Stock Ownership Plan
Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan side-by-side with 3 peers →

Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is All Wall Contracting, Inc. Employee Stock Ownership Plan and Trust in ID ($7M); by covered participants it is Glass & Metals, Inc. Employee Stock Ownership and Savings Plan in VA (73 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (73 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan assets move in 2023? ▼
Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan pulled back noticeably - down 7.1% during 2023, from $7M to $7M. Reported net income was -$499K.
How have Robb-Jack Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robb-Jack Corporation's sponsor-wide assets declined 1.1%, from $7M to $7M.
Which ESOP plans are similar in size to Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is All Wall Contracting, Inc. Employee Stock Ownership Plan and Trust in ID ($7M, 108 participants).
Which ESOP plans cover a similar participant headcount to Robb-Jack Corporation Stock Bonus Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Glass & Metals, Inc. Employee Stock Ownership and Savings Plan in VA (73 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 941518403.

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.