401(k) · DOL Form 5500 · 2024

Trc Acquisition, LLC 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
521
Participants Below avg headcount
62nd
Percentile by assets National rank
$25,733
Avg per participant Low balance/head
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Official DOL plan name: The Roberts Company 401(k) Retirement Plan · Sponsored by Trc Acquisition, LLC · North Carolina · Construction

$13M in assets, 521 participants

Trc Acquisition, LLC's The Roberts Company 401(k) Retirement Plan reported $13M in total assets and 521 participants in its 2024 DOL Form 5500 filing, ranking in the 62nd 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.

  • #5,462 in Construction (9,039 peers)

Trc Acquisition, LLC multi-year trail

Trc Acquisition, LLC's plans moved +41.7% in assets from 2022 to 2024; this filing shows The Roberts Company 401(k) Retirement Plan at $13M / 521 participants.

#5,462
in Construction (9,039 peers)
+21.1%
assets growth YoY

The Roberts Company 401(k) Retirement Plan's mid-pack asset rank among Construction and all filers

The Roberts Company 401(k) Retirement Plan vs every filed plan by assets

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

$13,407,009 Top 38% higher than 62% 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 Company 401(k) Retirement 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. The Roberts Company 401(k) Retirement Plan sits mid-pack in the medium band (521 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Roberts Company 401(k) Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • The Roberts Company 401(k) Retirement Plan reported participants rose from 403 in the plan year 2023 filing to 521 in the plan year 2024 filing.
  • The Roberts Company 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 262311706 · Trc Acquisition, LLC PY 2024 · 401(k)

The Roberts Company 401(k) Retirement Plan · $13M · 521 · 62nd

  • 5500 $13M
  • ASSETS 521
  • PCT 62nd
  • EIN 401(k)
  • RANK near Primera Technology, Inc. 401(k) Plan
  • PHOTO ind #5462

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 Construction retirement plans → · Plans in North Carolina →

The Roberts Company 401(k) Retirement Plan in the asset neighbourhood

The Roberts Company 401(k) Retirement PlanThe Roberts Company 401(k) R…$13MPrimera Technology, Inc. 401(k) PlanPrimera Technology, Inc. 401…$13MNetwork Data Systems Savings and Retirement PlanNetwork Data Systems Savings…$13MUnited Physicians 401(k) Plan & TrustUnited Physicians 401(k) Pla…$13MSingerman, Mills, Desberg, & Kauntz Co., L.P.a. Savings PlanSingerman, Mills, Desberg, &…$13M
End-of-year total assets ($M) among The Roberts Company 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Trc Acquisition, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Trc Acquisition, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$13M 41.71554442061086% vs 2022
2024 filing year
$8M$10M$12M$14M 202220232024 $9.46M $13.4M ▲ +41.8%
Year Plans Participants Total Assets
2022 1 402 $9M
2023 1 403 $11M
2024 1 521 $13M

Trc Acquisition, LLC filing trail (2024)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN262311706
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in North Carolina

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

The Roberts Company 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants The Roberts Company 401(k) Retirement Plan, Total assets ($B): 0.013407009 · Participants: 521The Roberts Company 401(k) Retirement PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
The Roberts Company 401(k) Retirement Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare The Roberts Company 401(k) Retirement Plan side-by-side with 3 peers →

The Roberts Company 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Primera Technology, Inc. 401(k) Plan in MN ($13M); by covered participants it is Texas Bank and Trust Company Employee Ps Plan and Trust in TX (521 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (521 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 Company 401(k) Retirement Plan assets move in 2024? ▼
The Roberts Company 401(k) Retirement Plan grew sharply - up 21.1% during 2024, from $11M to $13M. Reported net income was $2M.
How have Trc Acquisition, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trc Acquisition, LLC's sponsor-wide assets grew 41.7%, from $9M to $13M.
Which 401(k) plans are similar in size to The Roberts Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Primera Technology, Inc. 401(k) Plan in MN ($13M, 72 participants).
Which 401(k) plans cover a similar participant headcount to The Roberts Company 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Texas Bank and Trust Company Employee Ps Plan and Trust in TX (521 participants, $54M 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 262311706.

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.