401(k) · DOL Form 5500 · 2024

Roberts Markel Weinberg Butler Hailey P.C. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
127
Participants Small participant base
65th
Percentile by assets National rank
$123,445
Avg per participant Near avg balance/head
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Official DOL plan name: Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan · Sponsored by Roberts Markel Weinberg Butler Hailey P.C. · Texas · Professional & Technical Services

$16M in assets, 127 participants

Roberts Markel Weinberg Butler Hailey P.C.'s Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan reported $16M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.

  • #13,007 in Professional & Technical Services (20,173 peers)

Coverage in Texas

Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan covers 127 participants in Texas, about 18% of the average Texas filer (state average ~688 per filing). Assets: $16M.

#13,007
in Professional & Technical Services (20,173 peers)
+24.2%
assets growth YoY

Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan vs every filed plan by assets

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

$15,677,521 Top 35% higher than 65% 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 Markel Weinburg Butler Hailey P.C. 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 Markel Weinburg Butler Hailey P.C. 401(k) Plan sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan reported participants rose from 117 in the plan year 2023 filing to 127 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 810579836 · Roberts Markel Weinberg Butler Hailey P.C. PY 2024 · 401(k)

Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan · $16M · 127 · 65th

  • BOY $16M
  • SCH 127
  • EBSA 65th
  • PART 401(k)
  • TYPE near Vna & Hospice of the Southwest Region 401(k) Plan and Trust
  • NET ind #13007

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 Texas →

Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan in the asset neighbourhood

Roberts Markel Weinburg Butler Hailey P.C. 401(k) PlanRoberts Markel Weinburg Butl…$16MVna & Hospice of the Southwest Region 401(k) Plan and TrustVna & Hospice of the Southwe…$16MVexos 401(k) Plan$16MUniversity City Housing Company 401(k) PlanUniversity City Housing Comp…$16MLiveaction 401(k) Plan$16M
End-of-year total assets ($M) among Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Texas filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN810579836
Plan Effective Date1992-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Roberts Markel Weinberg Butler Hailey P.C.)

Sponsor-wide plan assets over time

All Roberts Markel Weinberg Butler Hailey P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 45.8827979496876% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $10.8M $15.7M ▲ +45.9%
Year Plans Participants Total Assets
2022 1 125 $11M
2023 1 117 $13M
2024 1 127 $16M

Nearby 401(k) Plans in Texas

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

Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -1001020304050 Total assets ($B) Participants Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan, Total assets ($B): 0.015677521 · Participants: 127Roberts Markel Weinburg Butler Hailey P.C. 401(k) PlanAT&T Retirement Savings Plan, Total assets ($B): 43.121795 · Participants: 109889AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 23.711 · Participants: 21990Exxonmobil Savings PlanChevron Employee Savings Investment Plan, Total assets ($B): 20.378704663 · Participants: 21505Chevron Employee Savings Investment PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 18.81200478 · Participants: 43873Caterpillar 401(k) Savings PlanSouthwest Airlines Co. Retirement Savings Plan, Total assets ($B): 16.991748637 · Participants: 67820Southwest Airlines Co. Retirement Savings Plan
Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan vs. nearby 401(k) plans in Texas, assets vs. participants
Compare Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan side-by-side with 3 peers →

Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Vna & Hospice of the Southwest Region 401(k) Plan and Trust in VT ($16M); by covered participants it is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (127 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 Markel Weinburg Butler Hailey P.C. 401(k) Plan assets move in 2024? ▼
Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan grew sharply - up 24.2% during 2024, from $13M to $16M. Reported net income was $3M.
How have Roberts Markel Weinberg Butler Hailey P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberts Markel Weinberg Butler Hailey P.C.'s sponsor-wide assets grew 45.9%, from $11M to $16M.
Which 401(k) plans are similar in size to Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vna & Hospice of the Southwest Region 401(k) Plan and Trust in VT ($16M, 173 participants).
Which 401(k) plans cover a similar participant headcount to Roberts Markel Weinburg Butler Hailey P.C. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wat Opco LLC (Dba Woodlake at Tolland) 401(k) Plan in CT (127 participants, $829K 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 810579836.

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.