Profit Sharing · DOL Form 5500 · 2024

Roberts & Spiegel LLP Profit Sharing Plan

Data updated 2026-08-25

$864K
Total assets Small plan by assets
7
Participants Small participant base
22nd
Percentile by assets National rank
$123,495
Avg per participant Near avg balance/head
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Official DOL plan name: Roberts & Spiegel LLP Retirement Plan · Sponsored by Roberts & Spiegel LLP · California · Professional & Technical Services

$864K in assets, 7 participants

Roberts & Spiegel LLP's Roberts & Spiegel LLP Retirement Plan reported $864K in total assets and 7 participants in its 2024 DOL Form 5500 filing, ranking in the 22nd 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.

  • #3,426 in Professional & Technical Services (20,173 peers)

Roberts & Spiegel LLP multi-year trail

Roberts & Spiegel LLP's plans moved +36.4% in assets from 2022 to 2024; this filing shows Roberts & Spiegel LLP Retirement Plan at $864K / 7 participants.

#3,426
in Professional & Technical Services (20,173 peers)
+22.2%
assets growth YoY

Roberts & Spiegel LLP Retirement Plan among the smaller filed plans by assets

Roberts & Spiegel LLP Retirement Plan vs every filed plan by assets

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

$864,465 22nd percentile higher than 22% 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 & Spiegel LLP Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Roberts & Spiegel LLP Retirement Plan is a micro filing (7 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Roberts & Spiegel LLP Retirement Plan reported net income rose from $74K in the plan year 2023 filing to $157K in the plan year 2024 filing.
  • Roberts & Spiegel LLP Retirement Plan end-of-year assets rose from $708K in the plan year 2023 filing to $864K in the plan year 2024 filing.
  • Roberts & Spiegel LLP Retirement Plan reported participants rose from 6 in the plan year 2023 filing to 7 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 481298897 · Roberts & Spiegel LLP PY 2024 · Profit Sharing

Roberts & Spiegel LLP Retirement Plan · $864K · 7 · 22nd

  • VS-ST $864K
  • BOY 7
  • SCH 22nd
  • EBSA Profit Sharing
  • PART near Santa Rita Steel & Hardware Company Profit Sharing Plan
  • TYPE ind #3426

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 California →

Roberts & Spiegel LLP Retirement Plan in the asset neighbourhood

Roberts & Spiegel LLP Retirement PlanRoberts & Spiegel LLP Retire…$864KSanta Rita Steel & Hardware Company Profit Sharing PlanSanta Rita Steel & Hardware …$865KGhia Construction Co Profit Sharing Plan & TrustGhia Construction Co Profit …$865KStauffer Transportation Co., Inc. Retirement PlanStauffer Transportation Co.,…$864KHigh Hat, Inc. Profit Sharing PlanHigh Hat, Inc. Profit Sharin…$863K
End-of-year total assets ($M) among Roberts & Spiegel LLP Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Roberts & Spiegel LLP multi-year asset trail

Sponsor-wide plan assets over time

All Roberts & Spiegel LLP plans reported in each filing year

Latest sponsor-wide plan assets
$864K 36.41226734415313% vs 2022
2024 filing year
$0.6M$0.7M$0.8M$0.9M 202220232024 $0.63M $0.86M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 6 $634K
2023 1 6 $708K
2024 1 7 $864K

Roberts & Spiegel LLP filing trail (2024)

Total Assets (Beginning of Year)$708K
Net Assets (End of Year)$864K
Net Income$157K
Employer EIN481298897
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Roberts & Spiegel LLP Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -20246810 Total assets ($B) Participants Roberts & Spiegel LLP Retirement Plan, Total assets ($B): 0.000864465 · Participants: 7Roberts & Spiegel LLP Retirement PlanScpmg Keogh Plan, Total assets ($B): 7.873239427 · Participants: 10749Scpmg Keogh PlanIntel Retirement Contribution Plan, Total assets ($B): 7.29473208 · Participants: 19044Intel Retirement Contribution PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 6.232609737 · Participants: 67842Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.429377 · Participants: 4491Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.420512537 · Participants: 36338Disney Retirement Savings Plan
Roberts & Spiegel LLP Retirement Plan vs. nearby Profit Sharing plans in California, assets vs. participants
Compare Roberts & Spiegel LLP Retirement Plan side-by-side with 3 peers →

Roberts & Spiegel LLP Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is Santa Rita Steel & Hardware Company Profit Sharing Plan in AZ ($865K); by covered participants it is A&a Outdoors Inc. Retirement Plan in TN (7 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (7 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 & Spiegel LLP Retirement Plan assets move in 2024? ▼
Roberts & Spiegel LLP Retirement Plan grew sharply - up 22.2% during 2024, from $708K to $864K. Reported net income was $157K.
How have Roberts & Spiegel LLP plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roberts & Spiegel LLP's sponsor-wide assets grew 36.4%, from $634K to $864K.
Where does Roberts & Spiegel LLP Retirement Plan rank by assets among Form 5500 filers? ▼
Roberts & Spiegel LLP Retirement Plan ranks in the 22nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Roberts & Spiegel LLP Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Santa Rita Steel & Hardware Company Profit Sharing Plan in AZ ($865K, 16 participants).
Which Profit Sharing plans cover a similar participant headcount to Roberts & Spiegel LLP Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is A&a Outdoors Inc. Retirement Plan in TN (7 participants, $199K 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 481298897.

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.