401(k) · DOL Form 5500 · 2024

Robert James Sales, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
139
Participants Small participant base
67th
Percentile by assets National rank
$119,713
Avg per participant Near avg balance/head
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Official DOL plan name: Robert James Sales, Inc. 401(k) Plan · Sponsored by Robert James Sales, Inc. · New York · Wholesale Trade

$17M in assets, 139 participants

Robert James Sales, Inc.'s Robert James Sales, Inc. 401(k) Plan reported $17M in total assets and 139 participants in its 2024 DOL Form 5500 filing, ranking in the 67th 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.

  • #3,683 in Wholesale Trade (6,080 peers)

Coverage in New York

Robert James Sales, Inc. 401(k) Plan covers 139 participants in New York, about 17% of the average New York filer (state average ~798 per filing). Assets: $17M.

#3,683
in Wholesale Trade (6,080 peers)
+15.2%
assets growth YoY

Robert James Sales, Inc. 401(k) Plan's outsized position by total assets

Robert James Sales, Inc. 401(k) Plan vs every filed plan by assets

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

$16,640,126 Top 33% higher than 67% 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

Robert James Sales, Inc. 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. Robert James Sales, Inc. 401(k) Plan sits mid-pack in the medium band (139 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robert James Sales, Inc. 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Robert James Sales, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2023 filing to $17M in the plan year 2024 filing.
  • Robert James Sales, Inc. 401(k) Plan reported participants fell from 141 in the plan year 2023 filing to 139 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 160993857 · Robert James Sales, Inc. PY 2024 · 401(k)

Robert James Sales, Inc. 401(k) Plan · $17M · 139 · 67th

  • SCH $17M
  • EBSA 139
  • PART 67th
  • TYPE 401(k)
  • NET near M&s Companies 401(k) Plan
  • BOOK ind #3683

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 New York →

Robert James Sales, Inc. 401(k) Plan in the asset neighbourhood

Robert James Sales, Inc. 401(k) PlanRobert James Sales, Inc. 401…$17MM&s Companies 401(k) Plan$17MHenkel Puerto Rico, Inc. Savings PlanHenkel Puerto Rico, Inc. Sav…$17MAllagash Brewing Company Retirement PlanAllagash Brewing Company Ret…$17MThe Flippen Group Retirement PlanThe Flippen Group Retirement…$17M
End-of-year total assets ($M) among Robert James Sales, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New York filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$17M
Net Income$2M
Employer EIN160993857
Plan Effective Date1975-09-28
Filing StatusFILING RECEIVED

Sponsor Plan History (Robert James Sales, Inc.)

Sponsor-wide plan assets over time

All Robert James Sales, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$17M 43.715359376362976% vs 2022
2024 filing year
$10M$12M$14M$16M$18M 202220232024 $11.6M $16.6M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 140 $12M
2023 1 141 $14M
2024 1 139 $17M

Nearby 401(k) Plans in New York

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

Robert James Sales, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Robert James Sales, Inc. 401(k) Plan, Total assets ($B): 0.016640126 · Participants: 139Robert James Sales, Inc. 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Robert James Sales, Inc. 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Robert James Sales, Inc. 401(k) Plan side-by-side with 3 peers →

Robert James Sales, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is M&s Companies 401(k) Plan in TX ($17M); by covered participants it is Minamyer Residential 401(k) Plan in OH (139 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (139 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 Robert James Sales, Inc. 401(k) Plan assets move in 2024? ▼
Robert James Sales, Inc. 401(k) Plan grew sharply - up 15.2% during 2024, from $14M to $17M. Reported net income was $2M.
How have Robert James Sales, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert James Sales, Inc.'s sponsor-wide assets grew 43.7%, from $12M to $17M.
Which 401(k) plans are similar in size to Robert James Sales, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is M&s Companies 401(k) Plan in TX ($17M, 270 participants).
Which 401(k) plans cover a similar participant headcount to Robert James Sales, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Minamyer Residential 401(k) Plan in OH (139 participants, $2M 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 160993857.

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.