ESOP · DOL Form 5500 · 2024
Roberts Holdings, Inc. ESOP
Data updated 2026-08-25
- $777K
- Total assets Small plan by assets
- 66
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $11,779
- Avg per participant Low balance/head
Official DOL plan name: Roberts Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Roberts Holdings, Inc. · Kentucky · Transportation & Warehousing
$777K in assets, 66 participants
Roberts Holdings, Inc.'s Roberts Holdings, Inc. Employee Stock Ownership Plan reported $777K in total assets and 66 participants in its 2024 DOL Form 5500 filing, ranking in the 21st 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.
- #745 in Transportation & Warehousing (3,299 peers)
Roberts Holdings, Inc. multi-year trail
Roberts Holdings, Inc.'s plans moved -65.5% in assets from 2022 to 2024; this filing shows Roberts Holdings, Inc. Employee Stock Ownership Plan at $777K / 66 participants.
- #745
- in Transportation & Warehousing (3,299 peers)
- -71.4%
- assets change YoY
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Roberts Holdings, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets
Roberts Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$777,421 21st percentile higher than 21% 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
Roberts Holdings, Inc. Employee Stock Ownership 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. Roberts Holdings, Inc. Employee Stock Ownership Plan is a small filing (66 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Roberts Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $1M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Roberts Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $3M in the plan year 2023 filing to $777K in the plan year 2024 filing.
- Roberts Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 61 in the plan year 2023 filing to 66 in the plan year 2024 filing.
DOL schedule card
Filing strip 822399570 · Roberts Holdings, Inc. PY 2024 · ESOP
Roberts Holdings, Inc. Employee Stock Ownership Plan · $777K · 66 · 21st
- PCT $777K
- EIN 66
- RANK 21st
- PHOTO ESOP
- IND near Metco Services, Inc. Employee Stock Ownership Plan and Trust Agreement
- EOY ind #745
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 Kentucky →
Roberts Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Roberts Holdings, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Roberts Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $777K 65.47724619422898% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 55 | $2M |
| 2023 | 1 | 61 | $3M |
| 2024 | 1 | 66 | $777K |
Roberts Holdings, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $777K |
| Net Income | -$2M |
| Employer EIN | 822399570 |
| Plan Effective Date | 2017-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Kentucky
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Houchens Industries, Inc. Employee Stock Ownership Plan $2.6B · 7,785
- Gray, Inc. Employee Stock Ownership Plan $177M · 1,534
- Stock Yards Bank & Trust Company 401(k) and Employee Stock Ownership Plan $167M · 1,107
- Interstate Personnel Services, Inc. Employee Stock Ownership Plan $123M · 834
- H & R Agri-Power Employee Stock Ownership Plan $111M · 522
Roberts Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Kentucky, the nearest ESOP by assets is Metco Services, Inc. Employee Stock Ownership Plan and Trust Agreement in MI ($778K); by covered participants it is Msa Consulting, Inc. Employee Stock Ownership Plan in CA (66 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($777K here).
- Metco Services, Inc. Employee Stock Ownership Plan and Trust Agreement (MI) $778K · 19
- Markle Manufacturing Company of San Antonio, Inc. Employee Stock Ownership Plan (TX) $776K · 19
- Ks Holdings, LLC Employee Stock Ownership Plan and Trust (TX) $779K · 22
- Wells Media Group, Inc. Employee Stock Ownership Plan (CA) $780K · 40
Similar participant headcount
Nearest other-state filings by covered participants (66 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.