401(k) · DOL Form 5500 · 2024

Charles W. Roberts, IV, Dds & Kari L. Roberts, Dds, PA 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
12
Participants Small participant base
36th
Percentile by assets National rank
$283,848
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Roberts & Roberts 401(k) Profit Sharing Plan · Sponsored by Charles W. Roberts, IV, Dds & Kari L. Roberts, Dds, PA · North Carolina · Healthcare & Social Assistance

$3M in assets, 12 participants

Charles W. Roberts, IV, Dds & Kari L. Roberts, Dds, PA's Roberts & Roberts 401(k) Profit Sharing Plan reported $3M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 36th 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.

  • #6,199 in Healthcare & Social Assistance (16,916 peers)

Charles W. Roberts, IV, Dds & Kari L. Roberts, Dds, PA multi-year trail

Charles W. Roberts, IV, Dds & Kari L. Roberts, Dds, PA's plans moved +38.5% in assets from 2022 to 2024; this filing shows Roberts & Roberts 401(k) Profit Sharing Plan at $3M / 12 participants.

#6,199
in Healthcare & Social Assistance (16,916 peers)
+15.3%
assets growth YoY

Roberts & Roberts 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Roberts & Roberts 401(k) Profit Sharing Plan vs every filed plan by assets

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

$3,406,173 36th percentile higher than 36% 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 & Roberts 401(k) Profit Sharing 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 & Roberts 401(k) Profit Sharing Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roberts & Roberts 401(k) Profit Sharing Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Roberts & Roberts 401(k) Profit Sharing Plan reported net income fell from $494K in the plan year 2023 filing to $453K in the plan year 2024 filing.
  • Roberts & Roberts 401(k) Profit Sharing Plan reported participants fell from 13 in the plan year 2023 filing to 12 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 562248203 · Charles W. Roberts, IV, Dds & Kari L. Roberts, Dds, PA PY 2024 · 401(k)

Roberts & Roberts 401(k) Profit Sharing Plan · $3M · 12 · 36th

  • PHOTO $3M
  • IND 12
  • EOY 36th
  • 5500 401(k)
  • ASSETS near Alma Tire 401(k) Plan
  • PCT ind #6199

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 Healthcare & Social Assistance retirement plans → · Plans in North Carolina →

Roberts & Roberts 401(k) Profit Sharing Plan in the asset neighbourhood

Roberts & Roberts 401(k) Profit Sharing PlanRoberts & Roberts 401(k) Pro…$3MAlma Tire 401(k) Plan$3MShogun 401(k) Plan$3MCreative Natural Products Inc 401(k) PlanCreative Natural Products In…$3MOjo Caliente Holdings, Inc. 401(k) Profit Sharing PlanOjo Caliente Holdings, Inc. …$3M
End-of-year total assets ($M) among Roberts & Roberts 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Charles W. Roberts, IV, Dds & Kari L. Roberts, Dds, PA multi-year asset trail

Sponsor-wide plan assets over time

All Charles W. Roberts, IV, Dds & Kari L. Roberts, Dds, PA plans reported in each filing year

Latest sponsor-wide plan assets
$3M 38.477459527078366% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M 202220232024 $2.46M $3.41M ▲ +38.6%
Year Plans Participants Total Assets
2022 1 14 $2M
2023 1 13 $3M
2024 1 12 $3M

Charles W. Roberts, IV, Dds & Kari L. Roberts, Dds, PA filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$453K
Employer EIN562248203
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

Roberts & Roberts 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Roberts & Roberts 401(k) Profit Sharing Plan, Total assets ($B): 0.003406173 · Participants: 12Roberts & Roberts 401(k) Profit Sharing PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Roberts & Roberts 401(k) Profit Sharing Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Roberts & Roberts 401(k) Profit Sharing Plan side-by-side with 3 peers →

Roberts & Roberts 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Alma Tire 401(k) Plan in MI ($3M); by covered participants it is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (12 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 & Roberts 401(k) Profit Sharing Plan assets move in 2024? ▼
Roberts & Roberts 401(k) Profit Sharing Plan grew sharply - up 15.3% during 2024, from $3M to $3M. Reported net income was $453K.
How have Charles W. Roberts, IV, Dds & Kari L. Roberts, Dds, PA plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Charles W. Roberts, IV, Dds & Kari L. Roberts, Dds, PA's sponsor-wide assets grew 38.5%, from $2M to $3M.
Which 401(k) plans are similar in size to Roberts & Roberts 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Alma Tire 401(k) Plan in MI ($3M, 117 participants).
Which 401(k) plans cover a similar participant headcount to Roberts & Roberts 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hoyt Hayes, Jr. Construction, Inc. Profit Sharing Plan in TN (12 participants, $9M 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 562248203.

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.