ESOP · DOL Form 5500 · 2024

Robertson & Olson Construction, Inc ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
60
Participants Small participant base
24th
Percentile by assets National rank
$18,784
Avg per participant Low balance/head
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Official DOL plan name: Robertson & Olson Construction, Inc Employee Stock Ownership Plan · Sponsored by Robertson & Olson Construction, Inc · Washington · Construction

$1M in assets, 60 participants

Robertson & Olson Construction, Inc's Robertson & Olson Construction, Inc Employee Stock Ownership Plan reported $1M in total assets and 60 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,051 in Construction (9,039 peers)

Robertson & Olson Construction, Inc multi-year trail

Robertson & Olson Construction, Inc's plans moved +125.4% in assets from 2022 to 2024; this filing shows Robertson & Olson Construction, Inc Employee Stock Ownership Plan at $1M / 60 participants.

#2,051
in Construction (9,039 peers)
+84.6%
assets growth YoY

Robertson & Olson Construction, Inc Employee Stock Ownership Plan among the smaller filed plans by assets

Robertson & Olson Construction, Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$1,127,011 24th percentile higher than 24% 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 & Olson Construction, 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. Robertson & Olson Construction, Inc Employee Stock Ownership Plan is a small filing (60 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robertson & Olson Construction, Inc Employee Stock Ownership Plan reported net income rose from $110K in the plan year 2023 filing to $517K in the plan year 2024 filing.
  • Robertson & Olson Construction, Inc Employee Stock Ownership Plan end-of-year assets rose from $610K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Robertson & Olson Construction, Inc Employee Stock Ownership Plan reported participants rose from 56 in the plan year 2023 filing to 60 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 911876356 · Robertson & Olson Construction, Inc PY 2024 · ESOP

Robertson & Olson Construction, Inc Employee Stock Ownership Plan · $1M · 60 · 24th

  • EOY $1M
  • EOY 60
  • EOY 24th
  • EOY ESOP
  • EOY near Ulrich, Inc. Employee Stock Ownership Plan
  • EOY ind #2051

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 Washington →

Robertson & Olson Construction, Inc Employee Stock Ownership Plan in the asset neighbourhood

Robertson & Olson Construction, Inc Employee Stock Ownership PlanRobertson & Olson Constructi…$1MUlrich, Inc. Employee Stock Ownership PlanUlrich, Inc. Employee Stock …$1MCore Products Employee Stock Ownership PlanCore Products Employee Stock…$1MSc Solutions, Inc. Employee Stock Ownership PlanSc Solutions, Inc. Employee …$1MThe Galt Group, Inc. Employee Stock Ownership Plan and TrustThe Galt Group, Inc. Employe…$1M
End-of-year total assets ($M) among Robertson & Olson Construction, Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Robertson & Olson Construction, Inc multi-year asset trail

Sponsor-wide plan assets over time

All Robertson & Olson Construction, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1M 125.4022% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.5M $1.13M ▲ +126.0%
Year Plans Participants Total Assets
2022 1 71 $500K
2023 1 56 $610K
2024 1 60 $1M

Robertson & Olson Construction, Inc filing trail (2024)

Total Assets (Beginning of Year)$610K
Net Assets (End of Year)$1M
Net Income$517K
Employer EIN911876356
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Washington

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

Robertson & Olson Construction, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -101234 Total assets ($B) Participants Robertson & Olson Construction, Inc Employee Stock Ownership Plan, Total assets ($B): 0.001127011 · Participants: 60Robertson & Olson Construction, Inc Employee Stock Ownership PlanSchweitzer Engineering Laboratories, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.162915985 · Participants: 4281Schweitzer Engineering Laboratories, Inc. Employee Stock Ownership PlanTriple B Corporation Employee Stock Ownership Plan, Total assets ($B): 0.30805532 · Participants: 1238Triple B Corporation Employee Stock Ownership PlanManson Construction Co. Non-Craft Employee Stock Ownership Plan, Total assets ($B): 0.207396855 · Participants: 291Manson Construction Co. Non-Craft Employee Stock Ownership PlanParametrix, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.159192217 · Participants: 737Parametrix, Inc. Employee Stock Ownership PlanThe Plexsys Interface Products, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.097195017 · Participants: 184The Plexsys Interface Products, Inc. Employee Stock Ownership Plan
Robertson & Olson Construction, Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Washington, assets vs. participants
Compare Robertson & Olson Construction, Inc Employee Stock Ownership Plan side-by-side with 3 peers →

Robertson & Olson Construction, Inc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Washington, the nearest ESOP by assets is Ulrich, Inc. Employee Stock Ownership Plan in NJ ($1M); by covered participants it is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (60 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 & Olson Construction, Inc Employee Stock Ownership Plan assets move in 2024? ▼
Robertson & Olson Construction, Inc Employee Stock Ownership Plan surged - up 84.6% during 2024, from $610K to $1M. Reported net income was $517K.
How have Robertson & Olson Construction, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robertson & Olson Construction, Inc's sponsor-wide assets grew 125.4%, from $500K to $1M.
Where does Robertson & Olson Construction, Inc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Robertson & Olson Construction, Inc Employee Stock Ownership Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which ESOP plans are similar in size to Robertson & Olson Construction, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ulrich, Inc. Employee Stock Ownership Plan in NJ ($1M, 24 participants).
Which ESOP plans cover a similar participant headcount to Robertson & Olson Construction, Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Quality Machining, Inc. Employee Stock Ownership Plan in WI (60 participants, $7M 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 911876356.

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.