401(k) · DOL Form 5500 · 2024

The Roberts Group, Psc 401(k) Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
13
Participants Small participant base
47th
Percentile by assets National rank
$503,297
Avg per participant High balance/head
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Official DOL plan name: The Roberts Group, Psc Profit Sharing Plan · Sponsored by The Roberts Group, Psc · Kentucky · Professional & Technical Services

$7M in assets, 13 participants

The Roberts Group, Psc's The Roberts Group, Psc Profit Sharing Plan reported $7M in total assets and 13 participants in its 2024 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,083 in Professional & Technical Services (20,173 peers)

The Roberts Group, Psc multi-year trail

The Roberts Group, Psc's plans moved +41.7% in assets from 2022 to 2024; this filing shows The Roberts Group, Psc Profit Sharing Plan at $7M / 13 participants.

#9,083
in Professional & Technical Services (20,173 peers)
+17.0%
assets growth YoY

The Roberts Group, Psc Profit Sharing Plan's mid-pack asset rank among Professional & Technical Services and all filers

The Roberts Group, Psc Profit Sharing Plan vs every filed plan by assets

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

$6,542,862 47th percentile higher than 47% 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

The Roberts Group, Psc 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. The Roberts Group, Psc Profit Sharing Plan is a small filing (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Roberts Group, Psc Profit Sharing Plan end-of-year assets rose from $6M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • The Roberts Group, Psc Profit Sharing Plan reported participants fell from 14 in the plan year 2023 filing to 13 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 611168297 · The Roberts Group, Psc PY 2024 · 401(k)

The Roberts Group, Psc Profit Sharing Plan · $7M · 13 · 47th

  • NET $7M
  • BOOK 13
  • VS-ST 47th
  • BOY 401(k)
  • SCH near Pennsylvania Bankers Association Employees' Thrift Plan
  • EBSA ind #9083

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 Professional & Technical Services retirement plans → · Plans in Kentucky →

The Roberts Group, Psc Profit Sharing Plan in the asset neighbourhood

The Roberts Group, Psc Profit Sharing PlanThe Roberts Group, Psc Profi…$7MPennsylvania Bankers Association Employees' Thrift PlanPennsylvania Bankers Associa…$7MRadifi Federal Credit Union 401(k) Retirement PlanRadifi Federal Credit Union …$7MDesign Laboratory Inc. 401(k)PlanDesign Laboratory Inc. 401(k…$7MH & M Metal Processing 401(k) Retirement PlanH & M Metal Processing 401(k…$7M
End-of-year total assets ($M) among The Roberts Group, Psc Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

The Roberts Group, Psc multi-year asset trail

Sponsor-wide plan assets over time

All The Roberts Group, Psc plans reported in each filing year

Latest sponsor-wide plan assets
$7M 41.674575535708136% vs 2022
2024 filing year
$4M$5M$6M$7M 202220232024 $4.62M $6.54M ▲ +41.6%
Year Plans Participants Total Assets
2022 1 18 $5M
2023 1 14 $6M
2024 1 13 $7M

The Roberts Group, Psc filing trail (2024)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$952K
Employer EIN611168297
Plan Effective Date1992-12-31
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Kentucky

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

The Roberts Group, Psc Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants The Roberts Group, Psc Profit Sharing Plan, Total assets ($B): 0.006542862 · Participants: 13The Roberts Group, Psc Profit Sharing PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
The Roberts Group, Psc Profit Sharing Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare The Roberts Group, Psc Profit Sharing Plan side-by-side with 3 peers →

The Roberts Group, Psc Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Pennsylvania Bankers Association Employees' Thrift Plan in PA ($7M); by covered participants it is Kaspien Inc. 401(k) Plan in WA (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 The Roberts Group, Psc Profit Sharing Plan assets move in 2024? ▼
The Roberts Group, Psc Profit Sharing Plan grew sharply - up 17.0% during 2024, from $6M to $7M. Reported net income was $952K.
How have The Roberts Group, Psc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Roberts Group, Psc's sponsor-wide assets grew 41.7%, from $5M to $7M.
Which 401(k) plans are similar in size to The Roberts Group, Psc Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pennsylvania Bankers Association Employees' Thrift Plan in PA ($7M, 15 participants).
Which 401(k) plans cover a similar participant headcount to The Roberts Group, Psc Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kaspien Inc. 401(k) Plan in WA (13 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 611168297.

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.