401(k) · DOL Form 5500 · 2024
Robin Sue Kaiserman 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $734,309
- Avg per participant High balance/head
Official DOL plan name: Robin Sue Kaiserman 401(k) Profit Sharing Plan · Sponsored by Robin Sue Kaiserman · Arizona · Real Estate
$1M in assets, 2 participants
Robin Sue Kaiserman's Robin Sue Kaiserman 401(k) Profit Sharing Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.
- #2,047 in Real Estate (4,605 peers)
Robin Sue Kaiserman multi-year trail
Robin Sue Kaiserman's plans moved -12.2% in assets from 2022 to 2024; this filing shows Robin Sue Kaiserman 401(k) Profit Sharing Plan at $1M / 2 participants.
- #2,047
- in Real Estate (4,605 peers)
- -15.2%
- assets change YoY
The plan reported a net loss of $263K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Robin Sue Kaiserman 401(k) Profit Sharing Plan among the smaller filed plans by assets
Robin Sue Kaiserman 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,468,617 26th percentile higher than 26% 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
Robin Sue Kaiserman 401(k) Profit Sharing Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Robin Sue Kaiserman 401(k) Profit Sharing Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Robin Sue Kaiserman 401(k) Profit Sharing Plan reported net income fell from $58K in the plan year 2023 filing to -$263K in the plan year 2024 filing.
- Robin Sue Kaiserman 401(k) Profit Sharing Plan reported participants fell from 3 in the plan year 2023 filing to 2 in the plan year 2024 filing.
- Robin Sue Kaiserman 401(k) Profit Sharing Plan end-of-year assets fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 061432974 · Robin Sue Kaiserman PY 2024 · 401(k)
Robin Sue Kaiserman 401(k) Profit Sharing Plan · $1M · 2 · 26th
- PART $1M
- TYPE 2
- NET 26th
- BOOK 401(k)
- VS-ST near Willaine Enterprises, Inc. 401(k) Profit Sharing Plan
- BOY ind #2047
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 Real Estate retirement plans → · Plans in Arizona →
Robin Sue Kaiserman 401(k) Profit Sharing Plan in the asset neighbourhood
Robin Sue Kaiserman multi-year asset trail
Sponsor-wide plan assets over time
All Robin Sue Kaiserman plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 12.232505271008735% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $2M |
| 2023 | 1 | 3 | $2M |
| 2024 | 1 | 2 | $1M |
Robin Sue Kaiserman filing trail (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$263K |
| Employer EIN | 061432974 |
| Plan Effective Date | 1996-01-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Arizona
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Bechtel Trust & Thrift Plan $6.1B · 7,971
- Banner Health Employees 401(k) Plan $4.9B · 54,731
- Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.7B · 13,770
- Republic Services, Inc. 401(k) Plan $2.7B · 32,629
- Stantec 401(k) Plan $2.3B · 11,603
Robin Sue Kaiserman 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Arizona, the nearest 401(k) by assets is Willaine Enterprises, Inc. 401(k) Profit Sharing Plan in FL ($1M); by covered participants it is Per Mgmt, Inc. 401(k) Plan in MA (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Per Mgmt, Inc. 401(k) Plan (MA) 2 · 0 off
- Frozen Smiles Retirement Plan (TN) 2 · 0 off
- Prime Solutions Consulting, Inc. 401(k) Profit Sharing Plan (VA) 2 · 0 off
- Celaya, Inc. 401(k) Plan (TX) 2 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.