401(k) · DOL Form 5500 · 2024

Robert Resources, L.L.C. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
370
Participants Below avg headcount
41st
Percentile by assets National rank
$12,740
Avg per participant Low balance/head
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Official DOL plan name: Robert Resources, L.L.C. Retirement Plan and Trust · Sponsored by Robert Resources, L.L.C. · Louisiana · Retail Trade

$5M in assets, 370 participants

Robert Resources, L.L.C.'s Robert Resources, L.L.C. Retirement Plan and Trust reported $5M in total assets and 370 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,161 in Retail Trade (8,048 peers)

Robert Resources, L.L.C. multi-year trail

Robert Resources, L.L.C.'s plans moved +19.5% in assets from 2022 to 2024; this filing shows Robert Resources, L.L.C. Retirement Plan and Trust at $5M / 370 participants.

#4,161
in Retail Trade (8,048 peers)
+2.7%
assets growth YoY

Robert Resources, L.L.C. Retirement Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Robert Resources, L.L.C. Retirement Plan and Trust vs every filed plan by assets

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

$4,713,724 41st percentile higher than 41% 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 Resources, L.L.C. Retirement Plan and Trust 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 Resources, L.L.C. Retirement Plan and Trust sits mid-pack in the medium band (370 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Robert Resources, L.L.C. Retirement Plan and Trust reported net income fell from $645K in the plan year 2023 filing to $124K in the plan year 2024 filing.
  • Robert Resources, L.L.C. Retirement Plan and Trust reported participants rose from 282 in the plan year 2023 filing to 370 in the plan year 2024 filing.
  • Robert Resources, L.L.C. Retirement Plan and Trust end-of-year assets rose from $5M in the plan year 2023 filing to $5M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 721446050 · Robert Resources, L.L.C. PY 2024 · 401(k)

Robert Resources, L.L.C. Retirement Plan and Trust · $5M · 370 · 41st

  • NET $5M
  • NET 370
  • NET 41st
  • NET 401(k)
  • NET near Mdp Engineering Group, P.C. 401(k) Plan
  • NET ind #4161

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 Retail Trade retirement plans → · Plans in Louisiana →

Robert Resources, L.L.C. Retirement Plan and Trust in the asset neighbourhood

Robert Resources, L.L.C. Retirement Plan and TrustRobert Resources, L.L.C. Ret…$5MMdp Engineering Group, P.C. 401(k) PlanMdp Engineering Group, P.C. …$5MWhiteley Technical Services, Ll 401(k) PlanWhiteley Technical Services,…$5MZvi Alpern, M.D. Salary Deferral and Profit Sharing PlanZvi Alpern, M.D. Salary Defe…$5MPremier Roofing Company 401(k) PlanPremier Roofing Company 401(…$5M
End-of-year total assets ($M) among Robert Resources, L.L.C. Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Robert Resources, L.L.C. multi-year asset trail

Sponsor-wide plan assets over time

All Robert Resources, L.L.C. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 19.498088780566455% vs 2022
2024 filing year
$3.5M$4M$4.5M$5M 202220232024 $3.94M $4.71M ▲ +19.5%
Year Plans Participants Total Assets
2022 1 257 $4M
2023 1 282 $5M
2024 1 370 $5M

Robert Resources, L.L.C. filing trail (2024)

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$124K
Employer EIN721446050
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Louisiana

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

Robert Resources, L.L.C. Retirement Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Robert Resources, L.L.C. Retirement Plan and Trust, Total assets ($B): 0.004713724 · Participants: 370Robert Resources, L.L.C. Retirement Plan and TrustLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
Robert Resources, L.L.C. Retirement Plan and Trust vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Robert Resources, L.L.C. Retirement Plan and Trust side-by-side with 3 peers →

Robert Resources, L.L.C. Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Mdp Engineering Group, P.C. 401(k) Plan in CO ($5M); by covered participants it is 80/20, LLC Retirement Readiness 401(k) Plan in IN (370 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (370 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 Resources, L.L.C. Retirement Plan and Trust assets move in 2024? ▼
Robert Resources, L.L.C. Retirement Plan and Trust edged up modestly - up 2.7% during 2024, from $5M to $5M. Reported net income was $124K.
How have Robert Resources, L.L.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Robert Resources, L.L.C.'s sponsor-wide assets grew 19.5%, from $4M to $5M.
Which 401(k) plans are similar in size to Robert Resources, L.L.C. Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Mdp Engineering Group, P.C. 401(k) Plan in CO ($5M, 35 participants).
Which 401(k) plans cover a similar participant headcount to Robert Resources, L.L.C. Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is 80/20, LLC Retirement Readiness 401(k) Plan in IN (370 participants, $18M 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 721446050.

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.