401(k) · DOL Form 5500 · 2024

Roberts Aircraft Co. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
113
Participants Small participant base
52nd
Percentile by assets National rank
$73,616
Avg per participant Below avg balance/head
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Official DOL plan name: Roberts Aircraft Co. 401(k) Plan · Sponsored by Roberts Aircraft Co. · Wyoming · Other Services

$8M in assets, 113 participants

Roberts Aircraft Co.'s Roberts Aircraft Co. 401(k) Plan reported $8M in total assets and 113 participants in its 2024 DOL Form 5500 filing, ranking in the 52nd 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.

  • #5,540 in Other Services (7,719 peers)

Other Services sector rank

Within Other Services, Roberts Aircraft Co. 401(k) Plan ranks #5,540 of 7,719 2024 filers by assets (241% of the sector average)-$8M for 113 participants.

#5,540
in Other Services (7,719 peers)
+28.7%
assets growth YoY

Roberts Aircraft Co. 401(k) Plan's mid-pack asset rank among Other Services and all filers

Roberts Aircraft Co. 401(k) Plan vs every filed plan by assets

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

$8,318,612 Top 48% higher than 52% 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

Roberts Aircraft Co. 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roberts Aircraft Co. 401(k) Plan sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roberts Aircraft Co. 401(k) Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Roberts Aircraft Co. 401(k) Plan end-of-year assets rose from $6M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Roberts Aircraft Co. 401(k) Plan reported participants rose from 94 in the plan year 2023 filing to 113 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 820225558 · Roberts Aircraft Co. PY 2024 · 401(k)

Roberts Aircraft Co. 401(k) Plan · $8M · 113 · 52nd

  • PART $8M
  • TYPE 113
  • NET 52nd
  • BOOK 401(k)
  • VS-ST near Lenoble Lumber Company, Inc. Incentive Savings Trust
  • BOY ind #5540

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 Other Services retirement plans → · Plans in Wyoming →

Roberts Aircraft Co. 401(k) Plan in the asset neighbourhood

Roberts Aircraft Co. 401(k) PlanRoberts Aircraft Co. 401(k) …$8MLenoble Lumber Company, Inc. Incentive Savings TrustLenoble Lumber Company, Inc.…$8MDale L. Prentice Co. Salary Savings PlanDale L. Prentice Co. Salary …$8MOne 401(k) and Profit Sharing PlanOne 401(k) and Profit Sharin…$8MSkyway Precision Inc. 401(k) PlanSkyway Precision Inc. 401(k)…$8M
End-of-year total assets ($M) among Roberts Aircraft Co. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Other Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN820225558
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roberts Aircraft Co.)

Sponsor-wide plan assets over time

All Roberts Aircraft Co. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 64.33280416716383% vs 2022
2024 filing year
$4M$5M$6M$7M$8M$9M 202220232024 $5.06M $8.32M ▲ +64.4%
Year Plans Participants Total Assets
2022 1 88 $5M
2023 1 94 $6M
2024 1 113 $8M

Nearby 401(k) Plans in Wyoming

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

Roberts Aircraft Co. 401(k) Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants Scatter plot of 6 data points. 0500100015002000 050100150200 Total assets ($M) Participants Roberts Aircraft Co. 401(k) Plan, Total assets ($M): 8.318612 · Participants: 113Roberts Aircraft Co. 401(k) PlanAdmiral Beverage Corporation 401(k) Plan, Total assets ($M): 168.555174 · Participants: 1570Admiral Beverage Corporation 401(k) PlanWyoming Machinery Company Profit Sharing 401(k) Plan, Total assets ($M): 144.128487 · Participants: 741Wyoming Machinery Company Profit Sharing 401(k) PlanTrihydro Corporation 401(k) Plan, Total assets ($M): 114.600552 · Participants: 599Trihydro Corporation 401(k) PlanTrue Companies Employees' 401(k) Savings Plan, Total assets ($M): 72.031245 · Participants: 965True Companies Employees' 401(k) Savings PlanNeiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust, Total assets ($M): 47.753327 · Participants: 452Neiman Enterprises, Inc. 401(k) Profit Sharing Plan & Trust
Roberts Aircraft Co. 401(k) Plan vs. nearby 401(k) plans in Wyoming, assets vs. participants
Compare Roberts Aircraft Co. 401(k) Plan side-by-side with 3 peers →

Roberts Aircraft Co. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wyoming, the nearest 401(k) by assets is Lenoble Lumber Company, Inc. Incentive Savings Trust in NY ($8M); by covered participants it is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Roberts Aircraft Co. 401(k) Plan assets move in 2024? ▼
Roberts Aircraft Co. 401(k) Plan grew sharply - up 28.7% during 2024, from $6M to $8M. Reported net income was $2M.
How have Roberts Aircraft Co. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberts Aircraft Co.'s sponsor-wide assets grew 64.3%, from $5M to $8M.
Which 401(k) plans are similar in size to Roberts Aircraft Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lenoble Lumber Company, Inc. Incentive Savings Trust in NY ($8M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Roberts Aircraft Co. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is John Youngblood Motors Inc. Salary Savings & Profit Sharing Plan in MO (113 participants, $918K 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 820225558.

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.