401(k) · DOL Form 5500 · 2024

Robertson Heating Supply Company of Ohio 401(k) Plan

Data updated 2026-08-25

$48M
Total assets Below avg plan size
340
Participants Below avg headcount
84th
Percentile by assets National rank
$142,327
Avg per participant Near avg balance/head
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Official DOL plan name: Robertson Heating Supply Company 401(k) Profit Sharing Plan · Sponsored by Robertson Heating Supply Company of Ohio · Ohio · Wholesale Trade

$48M in assets, 340 participants

Robertson Heating Supply Company of Ohio's Robertson Heating Supply Company 401(k) Profit Sharing Plan reported $48M in total assets and 340 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #5,150 in Wholesale Trade (6,080 peers)

Coverage in Ohio

Robertson Heating Supply Company 401(k) Profit Sharing Plan covers 340 participants in Ohio, about 44% of the average Ohio filer (state average ~765 per filing). Assets: $48M.

#5,150
in Wholesale Trade (6,080 peers)
+11.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Robertson Heating Supply Company 401(k) Profit Sharing Plan's outsized position by total assets

Robertson Heating Supply Company 401(k) Profit Sharing Plan vs every filed plan by assets

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

$48,391,234 Top 16% higher than 84% 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 Heating Supply Company 401(k) Profit Sharing 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. Robertson Heating Supply Company 401(k) Profit Sharing Plan sits mid-pack in the medium band (340 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robertson Heating Supply Company 401(k) Profit Sharing Plan reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Robertson Heating Supply Company 401(k) Profit Sharing Plan reported participants rose from 303 in the plan year 2023 filing to 340 in the plan year 2024 filing.
  • Robertson Heating Supply Company 401(k) Profit Sharing Plan end-of-year assets rose from $43M in the plan year 2023 filing to $48M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 340660433 · Robertson Heating Supply Company of Ohio PY 2024 · 401(k)

Robertson Heating Supply Company 401(k) Profit Sharing Plan · $48M · 340 · 84th

  • EBSA $48M
  • PART 340
  • TYPE 84th
  • NET 401(k)
  • BOOK near Browning & Associates Savings Plan
  • VS-ST ind #5150

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 Wholesale Trade retirement plans → · Plans in Ohio →

Robertson Heating Supply Company 401(k) Profit Sharing Plan in the asset neighbourhood

Anuvu Retirement Plan$48MRobertson Heating Supply Company 401(k) Profit Sharing PlanRobertson Heating Supply Com…$48MBrowning & Associates Savings PlanBrowning & Associates Saving…$48MProlec-GE Waukesha, Inc. Retirement Savings PlanProlec-GE Waukesha, Inc. Ret…$48MArlo Technologies, Inc. 401(k) Retirement Savings PlanArlo Technologies, Inc. 401(…$48M
End-of-year total assets ($M) among Robertson Heating Supply Company 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Ohio filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$48M
Net Income$5M
Employer EIN340660433
Plan Effective Date1984-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Robertson Heating Supply Company of Ohio)

Sponsor-wide plan assets over time

All Robertson Heating Supply Company of Ohio plans reported in each filing year

Latest sponsor-wide plan assets
$48M 35.24345282850179% vs 2022
2024 filing year
$30M$35M$40M$45M$50M 202220232024 $35.8M $48.4M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 297 $36M
2023 1 303 $43M
2024 1 340 $48M

Nearby 401(k) Plans in Ohio

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

Robertson Heating Supply Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -505101520 Total assets ($B) Participants Robertson Heating Supply Company 401(k) Profit Sharing Plan, Total assets ($B): 0.048391234 · Participants: 340Robertson Heating Supply Company 401(k) Profit Sharing PlanGE Aerospace Retirement Savings Plan, Total assets ($B): 14.738724553 · Participants: 45620GE Aerospace Retirement Savings PlanThe Kroger Co. 401(k) Retirement Savings Account Plan, Total assets ($B): 11.809161 · Participants: 135373The Kroger Co. 401(k) Retirement Savings Account PlanThe Progressive 401(k) Plan, Total assets ($B): 11.533546294 · Participants: 62521The Progressive 401(k) PlanThe Sherwin-Williams Company 401(k) Plan, Total assets ($B): 10.563559628 · Participants: 47459The Sherwin-Williams Company 401(k) PlanParker Retirement Savings Plan, Total assets ($B): 9.010073432 · Participants: 26315Parker Retirement Savings Plan
Robertson Heating Supply Company 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Ohio, assets vs. participants
Compare Robertson Heating Supply Company 401(k) Profit Sharing Plan side-by-side with 3 peers →

Robertson Heating Supply Company 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Browning & Associates Savings Plan in UT ($48M); by covered participants it is Joieful Connections LLC 401(k) Profit Sharing Plan & Trust in OR (340 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($48M here).

Similar participant headcount

Nearest other-state filings by covered participants (340 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 Heating Supply Company 401(k) Profit Sharing Plan assets move in 2024? ▼
Robertson Heating Supply Company 401(k) Profit Sharing Plan grew at a solid clip - up 11.3% during 2024, from $43M to $48M. Reported net income was $5M.
How have Robertson Heating Supply Company of Ohio plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robertson Heating Supply Company of Ohio's sponsor-wide assets grew 35.2%, from $36M to $48M.
Where does Robertson Heating Supply Company 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Robertson Heating Supply Company 401(k) Profit Sharing Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Robertson Heating Supply Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Browning & Associates Savings Plan in UT ($48M, 141 participants).
Which 401(k) plans cover a similar participant headcount to Robertson Heating Supply Company 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Joieful Connections LLC 401(k) Profit Sharing Plan & Trust in OR (340 participants, N/A 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 340660433.

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.