401(k) · DOL Form 5500 · 2024

Robertson Ryan & Associates, Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
338
Participants Below avg headcount
77th
Percentile by assets National rank
$87,041
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Robertson-Ryan & Associates, Inc. 401(k) Savings Plan · Sponsored by Robertson Ryan & Associates, Inc. · Wisconsin · Finance & Insurance

$29M in assets, 338 participants

Robertson Ryan & Associates, Inc.'s Robertson-Ryan & Associates, Inc. 401(k) Savings Plan reported $29M in total assets and 338 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #5,494 in Finance & Insurance (8,549 peers)

Where Robertson-Ryan & Associates, Inc. 401(k) Savings Plan sits by assets

Robertson-Ryan & Associates, Inc. 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $29M for 338 participants (~$87,041/participant), up 22.7% in 2024.

#5,494
in Finance & Insurance (8,549 peers)
+22.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Robertson-Ryan & Associates, Inc. 401(k) Savings Plan's outsized position by total assets

Robertson-Ryan & Associates, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$29,419,886 Top 23% higher than 77% 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-Ryan & Associates, Inc. 401(k) Savings 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-Ryan & Associates, Inc. 401(k) Savings Plan sits mid-pack in the medium band (338 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robertson-Ryan & Associates, Inc. 401(k) Savings Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Robertson-Ryan & Associates, Inc. 401(k) Savings Plan end-of-year assets rose from $24M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • Robertson-Ryan & Associates, Inc. 401(k) Savings Plan reported participants rose from 277 in the plan year 2023 filing to 338 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 390605130 · Robertson Ryan & Associates, Inc. PY 2024 · 401(k)

Robertson-Ryan & Associates, Inc. 401(k) Savings Plan · $29M · 338 · 77th

  • VS-ST $29M
  • VS-ST 338
  • VS-ST 77th
  • VS-ST 401(k)
  • VS-ST near Herold Law Employees' Savings Plan
  • VS-ST ind #5494

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 Finance & Insurance retirement plans → · Plans in Wisconsin →

Robertson-Ryan & Associates, Inc. 401(k) Savings Plan in the asset neighbourhood

Robertson-Ryan & Associates, Inc. 401(k) Savings PlanRobertson-Ryan & Associates,…$29MHerold Law Employees' Savings PlanHerold Law Employees' Saving…$29MCoremedical Group 401(k) Plan$29MCfg Bank 401(k) Profit Sharing Plan and TrustCfg Bank 401(k) Profit Shari…$29MCrystal Flash, Inc. Retirement Savings PlanCrystal Flash, Inc. Retireme…$29M
End-of-year total assets ($M) among Robertson-Ryan & Associates, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$29M
Net Income$5M
Employer EIN390605130
Plan Effective Date1982-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Robertson Ryan & Associates, Inc.)

Sponsor-wide plan assets over time

All Robertson Ryan & Associates, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$29M 45.33321721121469% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $20.2M $29.4M ▲ +45.4%
Year Plans Participants Total Assets
2022 1 251 $20M
2023 1 277 $24M
2024 1 338 $29M

Nearby 401(k) Plans in Wisconsin

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

Robertson-Ryan & Associates, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Robertson-Ryan & Associates, Inc. 401(k) Savings Plan, Total assets ($B): 0.029419886 · Participants: 338Robertson-Ryan & Associates, Inc. 401(k) Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Robertson-Ryan & Associates, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Robertson-Ryan & Associates, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Robertson-Ryan & Associates, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Herold Law Employees' Savings Plan in NJ ($29M); by covered participants it is Healthcrest Surgical 401(k) Plan in OK (338 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (338 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-Ryan & Associates, Inc. 401(k) Savings Plan assets move in 2024? ▼
Robertson-Ryan & Associates, Inc. 401(k) Savings Plan grew sharply - up 22.7% during 2024, from $24M to $29M. Reported net income was $5M.
How have Robertson Ryan & Associates, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robertson Ryan & Associates, Inc.'s sponsor-wide assets grew 45.3%, from $20M to $29M.
Where does Robertson-Ryan & Associates, Inc. 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Robertson-Ryan & Associates, Inc. 401(k) Savings Plan ranks in the 77th 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-Ryan & Associates, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Herold Law Employees' Savings Plan in NJ ($29M, 25 participants).
Which 401(k) plans cover a similar participant headcount to Robertson-Ryan & Associates, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Healthcrest Surgical 401(k) Plan in OK (338 participants, $12M 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 390605130.

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.