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
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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

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

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.

See the national 2023→2024 release diff →

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 401(k) Profit Sharing PlanRobin Sue Kaiserman 401(k) P…$1MWillaine Enterprises, Inc. 401(k) Profit Sharing PlanWillaine Enterprises, Inc. 4…$1MAll Clear Emergency Management Group, LLC 401(k) PlanAll Clear Emergency Manageme…$1MMhi Service Inc. 401(k) Profit Sharing PlanMhi Service Inc. 401(k) Prof…$1MNaperville Consultants Employee Savings PlanNaperville Consultants Emplo…$1M
End-of-year total assets ($M) among Robin Sue Kaiserman 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

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
$1.4M$1.5M$1.6M$1.7M$1.8M 202220232024 $1.67M $1.47M ▼ -12.0%
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 EIN061432974
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Arizona

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

Robin Sue Kaiserman 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Robin Sue Kaiserman 401(k) Profit Sharing Plan, Total assets ($B): 0.001468617 · Participants: 2Robin Sue Kaiserman 401(k) Profit Sharing PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Robin Sue Kaiserman 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Robin Sue Kaiserman 401(k) Profit Sharing Plan assets move in 2024?
Robin Sue Kaiserman 401(k) Profit Sharing Plan declined sharply - down 15.2% during 2024, from $2M to $1M. Reported net income was -$263K.
How have Robin Sue Kaiserman plan assets changed over time?
Across 3 plan years on file (2022-2024), Robin Sue Kaiserman's sponsor-wide assets declined 12.2%, from $2M to $1M.
Which 401(k) plans are similar in size to Robin Sue Kaiserman 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by assets is Willaine Enterprises, Inc. 401(k) Profit Sharing Plan in FL ($1M, 27 participants).
Which 401(k) plans cover a similar participant headcount to Robin Sue Kaiserman 401(k) Profit Sharing Plan?
Among 401(k) plans in other states, the closest by covered participants is Per Mgmt, Inc. 401(k) Plan in MA (2 participants, N/A in assets).